Stock Taper 
HAVEMEYER PLACE LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NXP Semiconductors N.V. | NXPI | 10.95K | $3.08M |
 Texas Roadhouse, Inc. | TXRH | 10.98K | $2.12M |
 JFrog Ltd. | FROG | 11.05K | $1M |
 Automatic Data Processing, Inc. | ADP | 11.14K | $2.5M |
 CVS Health Corp. | CVS | 11.15K | $1.15M |
 Steel Dynamics, Inc. | STLD | 11.4K | $2.62M |
 Saia, Inc. | SAIA | 11.53K | $4.86M |
 Advanced Micro Devices, Inc. | AMD | 11.55K | $6.71M |
 L3Harris Technologies, Inc. | LHX | 11.55K | $3.36M |
 United Airlines Holdings, Inc. | UAL | 11.63K | $1.58M |
 Globant S.A. | GLOB | 11.74K | $339.84K |
 Lockheed Martin Corporation | LMT | 11.75K | $5.99M |
 Gaming and Leisure Properties, Inc. | GLPI | 11.79K | $525.23K |
 Vishay Intertechnology, Inc. | VSH | 11.82K | $635.63K |
 ResMed Inc. | RMD | 11.84K | $2.31M |
 Northrop Grumman Corporation | NOC | 11.92K | $6.07M |
 Broadridge Financial Solutions, Inc. | BR | 12.01K | $1.64M |
 Penguin Solutions, Inc. | PENG | 12.09K | $919.11K |
 HP Inc. | HPQ | 12.18K | $267.23K |
 Agree Realty Corporation | ADC | 12.29K | $931.15K |