StockDriftsStockDriftsTop 50 Havemeyer Place LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | 1.42% | 47.6K | $14.4M | new | $219.98(-7.39%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.39% | 37.8K | $14.1M | +188.13%(+24.69K) | $387.13(+27.20%) | 2026-06-30 | |
| F | FORD MTR CO | 1.1% | 799.9K | $11.1M | new | $12.55(+10.18%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.99% | 20.1K | $10.1M | new | $490.70(+22.89%) | 2026-06-30 | |
| CASY | CASEYS GEN STORES INC | 0.99% | 12.6K | $10.0M | new | $749.79(+11.90%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 0.98% | 8.2K | $9.9M | +603.93%(+7.07K) | $1025.39(+19.01%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 0.97% | 66.9K | $9.8M | new | $142.68(+7.43%) | 2026-06-30 | |
| CBRE | CBRE GROUP INC | 0.92% | 69.5K | $9.4M | +231.77%(+48.58K) | $138.98(+6.06%) | 2026-06-30 | |
| COST | COSTCO WHSL CORP NEW | 0.91% | 9.8K | $9.2M | +629.87%(+8.50K) | $961.00(-1.19%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 0.89% | 37.7K | $9.0M | +48.09%(+12.24K) | $219.58(+21.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.24% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.93% |
Havemeyer Place LP reports $1.01B in US-listed equity holdings across 495 positions in its most recent 13F filing. Its largest disclosed positions are KLAC (1.4%), MSFT (1.4%) and F (1.1%). The top 20 holdings account for 17.39% of reported assets. Its disclosed equity book has returned +28.24% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Havemeyer Place LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2026128). View Havemeyer Place LP’s 13F filings on SEC