Stock Taper 
HAVEMEYER PLACE LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 McDonald's Corporation | MCD | 819 | $221.38K |
 Curtiss-Wright Corporation | CW | 868 | $657.74K |
 Freeport-McMoRan Inc. | FCX | 893 | $56.16K |
 Viking Holdings Ltd | VIK | 1.01K | $106.03K |
 Comfort Systems USA, Inc. | FIX | 1.04K | $2.06M |
 Impinj, Inc. | PI | 1.06K | $152.11K |
 Eagle Materials Inc. | EXP | 1.06K | $239.63K |
 JPMorgan Chase & Co. | JPM | 1.09K | $356.13K |
 TransDigm Group Incorporated | TDG | 1.17K | $1.56M |
 Essex Property Trust, Inc. | ESS | 1.2K | $349.91K |
 Omega Healthcare Investors, Inc. | OHI | 1.21K | $57.69K |
 United Therapeutics Corporation | UTHR | 1.22K | $662.12K |
 Watsco, Inc. | WSO | 1.23K | $513.41K |
 Sandisk Corporation | SNDK | 1.24K | $2.81M |
 WEC Energy Group, Inc. | WEC | 1.28K | $149.23K |
 Canadian Pacific Kansas City Ltd. | CP | 1.31K | $113.94K |
 Vicor Corporation | VICR | 1.32K | $501.69K |
 Lumentum Holdings Inc. | LITE | 1.36K | $1.17M |
 United Rentals, Inc. | URI | 1.4K | $1.59M |
 Extra Space Storage Inc. | EXR | 1.42K | $206.76K |