Havemeyer Place LP
Top Portfolio Positions
496 positions ·
$861,217,648 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ARM |
Arm Holdings PLC /Uk
Technology
|
64,097 | $9,696,594 | 1.13% | |
| CMI |
Cummins Inc
Industrials
|
17,771 | $9,561,153 | 1.11% | |
| ADSK |
Autodesk, Inc.
Technology
|
37,959 | $9,087,384 | 1.06% | |
| NVDA |
Nvidia Corp
Technology
|
47,936 | $8,360,038 | 0.97% | |
| BX |
Blackstone Inc.
Financial Services
|
71,612 | $8,234,663 | 0.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
29,675 | $7,253,757 | 0.84% | |
| DOW |
Dow Inc.
Basic Materials
|
172,109 | $7,168,339 | 0.83% | |
| TT |
Trane Technologies plc
Industrials
|
16,727 | $6,970,809 | 0.81% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
32,968 | $6,706,680 | 0.78% | |
| COF |
Capital One Financial Corp
Financial Services
|
36,125 | $6,590,283 | 0.77% |
Portfolio Trend
2 quarters · across all stocks
Holdings in LUMN
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,507,004 | 504,605 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,859,368 | 239,301 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||