StockDriftsStockDriftsTop 8 Haven Global Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RYAAY | RYANAIR HOLDINGS PLC | 20.16% | 406.3K | $26.3M | +1.51%(+6.04K) | $44.65(+33.24%) | 2026-06-30 | |
| CNI | CANADIAN NATL RY CO | 17.1% | 187.0K | $22.3M | new | $109.60(+15.09%) | 2026-06-30 | |
| UBS | UBS GROUP AG | 16.1% | 423.0K | $21.0M | -35.77%(-235.59K) | $30.93(+74.90%) | 2026-06-30 | |
| TTE | TOTALENERGIES SE | 13.86% | 232.5K | $18.1M | +2.70%(+6.11K) | $78.37(+12.49%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.88% | 35.2K | $16.8M | +27.10%(+7.50K) | $250.37(+69.19%) | 2026-06-30 | |
| LOGI | LOGITECH INTL S A | 11.43% | 158.8K | $14.9M | -0.32%(-502) | $99.90(+4.09%) | 2026-06-30 | |
| ITUB | ITAU UNIBANCO HLDG S A | 4.87% | 777.5K | $6.4M | +36.88%(+209.50K) | $6.02(+30.47%) | 2026-06-30 | |
| INFY | INFOSYS LTD | 3.6% | 447.4K | $4.7M | +45.80%(+140.54K) | $17.31(-27.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.86% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.77% |
Haven Global Partners, LLC reports $130.46M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are RYAAY (20.2%), CNI (17.1%) and UBS (16.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +30.86% cumulatively over 6 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 Haven Global Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2051846). View Haven Global Partners, LLC’s 13F filings on SEC