StockDriftsStockDriftsTop 9 Haven Global Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RYAAY | RYANAIR HOLDINGS PLC | 15.73% | 320.6K | $17.6M | -21.08%(-85.64K) | $44.65(+17.59%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 15.34% | 37.7K | $17.2M | +7.21%(+2.54K) | $264.94(+58.61%) | 2026-09-30 | |
| CNI | CANADIAN NATL RY CO | 15.03% | 141.3K | $16.9M | -24.45%(-45.73K) | $109.60(+9.57%) | 2026-09-30 | |
| TTE | TOTALENERGIES SE | 14.75% | 192.3K | $16.5M | -17.28%(-40.18K) | $78.37(+14.78%) | 2026-09-30 | |
| UBS | UBS GROUP AG | 12.94% | 300.6K | $14.5M | -28.93%(-122.38K) | $30.93(+51.94%) | 2026-09-30 | |
| LOGI | LOGITECH INTL S A | 10.1% | 112.0K | $11.3M | -29.48%(-46.82K) | $99.90(+7.45%) | 2026-09-30 | |
| ITUB | ITAU UNIBANCO HLDG S A | 6.35% | 834.2K | $7.1M | +7.30%(+56.76K) | $6.18(+52.61%) | 2026-09-30 | |
| IBN | ICICI BK LTD | 5.16% | 210.2K | $5.8M | new | $29.64(-0.53%) | 2026-09-30 | |
| INFY | INFOSYS LTD | 4.6% | 479.9K | $5.2M | +7.27%(+32.51K) | $16.85(-27.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.78% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.02% |
Haven Global Partners LLC reports $112.14M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are RYAAY (15.7%), TSM (15.3%) and CNI (15.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +28.78% cumulatively over 7 quarters. Figures reflect the Q3 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