Havemeyer Place Lp Top Holdings and 13F Report (2026)

About Havemeyer Place Lp

Investment Activity

Havemeyer Place Lp has $866.65 million in total holdings as of March 31, 2026.
Havemeyer Place Lp owns shares of 498 different stocks, but just 243 companies or ETFs make up 80% of its holdings.
Approximately 77.03% of the portfolio was purchased this quarter.
About 35.37% of the portfolio was sold this quarter.
This quarter, Havemeyer Place Lp has purchased 504 new stocks and bought additional shares in 193 stocks.
Havemeyer Place Lp sold shares of 81 stocks and completely divested from 230 stocks this quarter.

Largest Holdings

ARM HOLDINGS PLC: $9,696,594
Cummins: $9,561,153
Autodesk: $9,087,385
NVIDIA: $8,360,038
Blackstone: $8,234,664

Largest New Holdings this Quarter

042068205 - ARM HOLDINGS PLC: $9,696,594 Holding
052769106 - Autodesk: $9,087,385 Holding
260557103 - DOW: $7,168,340 Holding
G8994E103 - Trane Technologies: $6,970,810 Holding
007903107 - Advanced Micro Devices: $6,706,680 Holding

Largest Purchases this Quarter

ARM HOLDINGS PLC: 64,097 shares (about $9.70M)
Autodesk: 37,959 shares (about $9.09M)
Cummins: 15,470 shares (about $8.32M)
DOW: 172,109 shares (about $7.17M)
Trane Technologies: 16,727 shares (about $6.97M)

Largest Sales this Quarter

Philip Morris International: 16,053 shares (about $2.65M)
FISERV INC: 39,509 shares (about $2.20M)
Keysight Technologies: 7,650 shares (about $2.16M)
Toro: 22,031 shares (about $2.06M)
Valero Energy: 8,286 shares (about $2.05M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ARM HOLDINGS PLC	$9,696,594	$9,696,594 â–²	New Holding	64,097	1.1%	SPONSORED ADS
CMI Cummins	$9,561,153	$8,323,169 â–²	672.3%	17,771	1.1%	Auto/Tires/Trucks
ADSK Autodesk	$9,087,385	$9,087,385 â–²	New Holding	37,959	1.0%	Computer and Technology
NVDA NVIDIA	$8,360,038	$5,072,598 â–²	154.3%	47,936	1.0%	Computer and Technology
BX Blackstone	$8,234,664	$6,579,613 â–²	397.5%	71,612	1.0%	Finance
JNJ Johnson & Johnson	$7,253,757	$4,776,602 â–²	192.8%	29,675	0.8%	Medical
DOW DOW	$7,168,340	$7,168,340 â–²	New Holding	172,109	0.8%	Basic Materials
TT Trane Technologies	$6,970,810	$6,970,810 â–²	New Holding	16,727	0.8%	Construction
AMD Advanced Micro Devices	$6,706,680	$6,706,680 â–²	New Holding	32,968	0.8%	Computer and Technology
COF Capital One Financial	$6,590,284	$6,590,284 â–²	New Holding	36,125	0.8%	Finance
VEEV Veeva Systems	$6,329,908	$6,329,908 â–²	New Holding	36,035	0.7%	Medical
TTMI TTM Technologies	$6,126,354	$4,747,082 â–²	344.2%	62,886	0.7%	Computer and Technology
TE CONNECTIVITY PLC	$6,123,032	$3,763,196 â–²	159.5%	29,294	0.7%	ORD SHS
ELV Elevance Health	$5,859,099	$5,859,099 â–²	New Holding	20,014	0.7%	Medical
DKNG DraftKings	$5,819,845	$5,819,845 â–²	New Holding	269,188	0.7%	Consumer Discretionary
ZM Zoom Communications	$5,800,862	$5,800,862 â–²	New Holding	72,159	0.7%	Computer and Technology
BAH Booz Allen Hamilton	$5,752,684	$5,752,684 â–²	New Holding	73,724	0.7%	Business Services
HD Home Depot	$5,683,548	$5,683,548 â–²	New Holding	17,281	0.7%	Retail/Wholesale
NOW ServiceNow	$5,500,480	$473,611 â–²	9.4%	52,611	0.6%	Computer and Technology
FIX Comfort Systems USA	$5,357,376	$5,065,030 â–²	1,732.5%	3,885	0.6%	Construction
AMZN Amazon.com	$5,301,305	$5,301,305 â–²	New Holding	25,454	0.6%	Retail/Wholesale
CELESTICA INC	$5,223,756	$2,911,163 â–²	125.9%	18,545	0.6%	COM
CSL Carlisle Companies	$5,145,421	$4,516,214 â–²	717.8%	15,423	0.6%	Multi-Sector Conglomerates
BURL Burlington Stores	$4,906,080	$4,906,080 â–²	New Holding	15,078	0.6%	Retail/Wholesale
ADM Archer Daniels Midland	$4,895,962	$3,756,256 â–²	329.6%	67,354	0.6%	Consumer Staples
MSFT Microsoft	$4,857,371	$4,857,371 â–²	New Holding	13,122	0.6%	Computer and Technology
MRK Merck & Co., Inc.	$4,725,111	$4,725,111 â–²	New Holding	39,281	0.5%	Medical
MCO Moody's	$4,703,211	$4,009,574 â–²	578.1%	10,781	0.5%	Finance
AAL American Airlines Group	$4,641,259	$4,641,259 â–²	New Holding	432,147	0.5%	Transportation
NFLX Netflix	$4,633,372	$3,842,923 â–²	486.2%	48,189	0.5%	Consumer Discretionary
MRNA Moderna	$4,632,706	$2,073,046 â–²	81.0%	91,195	0.5%	Medical
RBLX Roblox	$4,589,618	$3,139,250 â–²	216.4%	81,146	0.5%	Consumer Discretionary
BUNGE GLOBAL SA	$4,578,437	$4,578,437 â–²	New Holding	35,994	0.5%	COM SHS
RKT Rocket Companies	$4,363,835	$4,363,835 â–²	New Holding	306,234	0.5%	Finance
EQT EQT	$4,323,129	$3,785,562 â–²	704.2%	67,931	0.5%	Energy
CHENIERE ENERGY INC	$4,309,179	$2,567,744 â–²	147.4%	15,186	0.5%	COM
DELL Dell Technologies	$4,306,443	$4,306,443 â–²	New Holding	26,238	0.5%	Computer and Technology
ROKU Roku	$4,181,920	$3,244,709 â–²	346.2%	44,197	0.5%	Consumer Discretionary
DY Dycom Industries	$4,112,936	$4,112,936 â–²	New Holding	12,139	0.5%	Construction
SNOW Snowflake	$4,055,701	$4,055,701 â–²	New Holding	26,891	0.5%	Computer and Technology
TRGP Targa Resources	$4,022,211	$1,768,900 â–²	78.5%	16,042	0.5%	Energy
KHC Kraft Heinz	$4,017,906	$3,853,144 â–²	2,338.6%	178,653	0.5%	Consumer Staples
RUBRIK INC.	$4,017,793	$4,017,793 â–²	New Holding	82,046	0.5%	CL A
SAIA Saia	$3,984,218	$3,042,788 â–²	323.2%	11,342	0.5%	Transportation
GOOGL Alphabet	$3,947,624	$3,947,624 â–²	New Holding	13,728	0.5%	Computer and Technology
SANDISK CORP	$3,936,567	$3,936,567 â–²	New Holding	6,196	0.5%	COM
JBHT J.B. Hunt Transport Services	$3,827,338	$3,827,338 â–²	New Holding	18,062	0.4%	Transportation
MELI MercadoLibre	$3,779,638	$3,779,638 â–²	New Holding	2,186	0.4%	Retail/Wholesale
SPGI S&P Global	$3,746,395	$1,672,862 â–²	80.7%	8,808	0.4%	Finance
DAR Darling Ingredients	$3,727,761	$2,214,725 â–²	146.4%	60,271	0.4%	Consumer Staples
CME CME Group	$3,722,887	$3,722,887 â–²	New Holding	12,605	0.4%	Finance
GLW Corning	$3,690,090	$414,980 â–¼	-10.1%	27,139	0.4%	Computer and Technology
IAG Iamgold	$3,682,792	$2,304,359 â–²	167.2%	195,685	0.4%	Basic Materials
SHW Sherwin-Williams	$3,675,426	$2,946,175 â–²	404.0%	11,466	0.4%	Basic Materials
OLLI Ollie's Bargain Outlet	$3,668,530	$3,410,174 â–²	1,320.0%	39,858	0.4%	Consumer Staples
ROST Ross Stores	$3,667,763	$3,550,783 â–²	3,035.4%	16,931	0.4%	Retail/Wholesale
GNRC Generac	$3,664,391	$3,664,391 â–²	New Holding	18,760	0.4%	Industrials
ANGLOGOLD ASHANTI PLC	$3,653,531	$3,139,860 â–²	611.3%	37,526	0.4%	COM SHS
PDD PDD	$3,583,861	$3,583,861 â–²	New Holding	35,074	0.4%	Retail/Wholesale
MCD McDonald's	$3,551,087	$2,759,505 â–²	348.6%	11,426	0.4%	Retail/Wholesale
LUMN Lumen Technologies	$3,507,005	$1,843,863 â–²	110.9%	504,605	0.4%	Utilities
CMG Chipotle Mexican Grill	$3,488,066	$3,005,995 â–²	623.6%	108,968	0.4%	Retail/Wholesale
MAT Mattel	$3,451,572	$3,451,572 â–²	New Holding	237,548	0.4%	Consumer Discretionary
KMI Kinder Morgan	$3,417,478	$2,693,096 â–²	371.8%	101,923	0.4%	Energy
KMX CarMax	$3,413,427	$2,446,858 â–²	253.1%	82,093	0.4%	Retail/Wholesale
ENTG Entegris	$3,390,581	$3,390,581 â–²	New Holding	28,920	0.4%	Computer and Technology
ONON ON	$3,354,644	$2,328,329 â–²	226.9%	98,608	0.4%	Retail/Wholesale
HSY Hershey	$3,331,645	$3,331,645 â–²	New Holding	16,026	0.4%	Consumer Staples
GPC Genuine Parts	$3,329,116	$3,329,116 â–²	New Holding	31,481	0.4%	Retail/Wholesale
MPC Marathon Petroleum	$3,307,418	$3,307,418 â–²	New Holding	13,545	0.4%	Energy
MDB MongoDB	$3,230,474	$3,230,474 â–²	New Holding	13,198	0.4%	Computer and Technology
MPWR Monolithic Power Systems	$3,228,663	$3,228,663 â–²	New Holding	2,953	0.4%	Computer and Technology
WSM Williams-Sonoma	$3,205,726	$3,205,726 â–²	New Holding	17,582	0.4%	Retail/Wholesale
IVZ Invesco	$3,163,020	$2,271,091 â–²	254.6%	130,219	0.4%	Finance
KO CocaCola	$3,135,770	$3,135,770 â–²	New Holding	41,233	0.4%	Consumer Staples
MAA Mid-America Apartment Communities	$3,068,021	$2,551,698 â–²	494.2%	25,123	0.4%	Finance
HUT 8 CORP	$3,027,853	$3,027,853 â–²	New Holding	64,546	0.3%	COM
VICI VICI Properties	$3,012,768	$1,708,812 â–²	131.0%	110,277	0.3%	Finance
PEP PepsiCo	$3,012,160	$1,675,579 â–²	125.4%	19,397	0.3%	Consumer Staples
FCX Freeport-McMoRan	$2,994,018	$1,532,101 â–¼	-33.9%	50,936	0.3%	Basic Materials
CRH PLC	$2,972,583	$2,972,583 â–²	New Holding	28,278	0.3%	ORD
AIG American International Group	$2,970,870	$1,015,725 â–²	52.0%	39,480	0.3%	Finance
AZO AutoZone	$2,969,069	$1,644,979 â–²	124.2%	879	0.3%	Retail/Wholesale
MTZ MasTec	$2,941,347	$2,941,347 â–²	New Holding	9,142	0.3%	Construction
SMURFIT WESTROCK PLC	$2,913,434	$2,913,434 â–²	New Holding	73,110	0.3%	SHS
CSGP CoStar Group	$2,866,762	$2,736,666 â–²	2,103.6%	71,065	0.3%	Computer and Technology
CBRE CBRE Group	$2,839,513	$2,176,978 â–²	328.6%	20,962	0.3%	Finance
NVTS Navitas Semiconductor	$2,834,008	$2,072,711 â–²	272.3%	323,148	0.3%	Computer and Technology
EFX Equifax	$2,816,835	$175,568 â–²	6.6%	15,643	0.3%	Business Services
CF CF Industries	$2,808,180	$1,801,271 â–²	178.9%	21,628	0.3%	Basic Materials
HII Huntington Ingalls Industries	$2,798,723	$1,461,475 â–²	109.3%	7,367	0.3%	Aerospace
BN Brookfield	$2,743,259	$1,666,393 â–²	154.7%	67,785	0.3%	Finance
CRWD CrowdStrike	$2,637,610	$2,637,610 â–²	New Holding	6,756	0.3%	Computer and Technology
PGR Progressive	$2,631,240	$2,631,240 â–²	New Holding	13,273	0.3%	Finance
PFE Pfizer	$2,631,068	$2,631,068 â–²	New Holding	93,699	0.3%	Medical
ASML ASML	$2,616,564	$2,616,564 â–²	New Holding	1,981	0.3%	Computer and Technology
SE SEA	$2,598,247	$1,782,651 â–²	218.6%	31,376	0.3%	Computer and Technology
JOBY Joby Aviation	$2,558,386	$2,205,932 â–²	625.9%	309,732	0.3%	Transportation
TPL Texas Pacific Land	$2,554,082	$2,554,082 â–²	New Holding	5,382	0.3%	Energy
MARA Marathon Digital	$2,552,579	$2,552,579 â–²	New Holding	312,816	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Havemeyer Place Lp Top Holdings and 13F Report (2026)

About Havemeyer Place Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Havemeyer Place Lp Top Holdings and 13F Report (2026)

About Havemeyer Place Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHavemeyer Place Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools