Stock Taper

HAVEMEYER PLACE LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
International Business Machines CorporationIBM20.94K$5.89M
Exelixis, Inc.EXEL21.02K$1.14M
Trex Company, Inc.TREX21.11K$1.06M
Archer-Daniels-Midland CompanyADM21.17K$1.62M
Duolingo, Inc.DUOL21.44K$2.47M
Ares Capital CorporationARCC21.76K$403.21K
Generac Holdings Inc.GNRC22.02K$6.45M
Royalty Pharma plcRPRX22.3K$1.25M
Alamos Gold Inc.AGI22.47K$681.83K
CAVA Group, Inc.CAVA22.76K$1.79M
The Estée Lauder Companies Inc.EL23.49K$1.85M
Fortinet, Inc.FTNT23.55K$3.62M
Take-Two Interactive Software, Inc.TTWO23.81K$5.95M
FedEx CorporationFDX23.93K$7.49M
Ally Financial Inc.ALLY23.98K$1.1M
PDD Holdings Inc.PDD24.12K$1.84M
Atmos Energy CorporationATO24.13K$4.16M
Vornado Realty TrustVNO24.14K$948.51K
Capital One Financial CorporationCOF24.16K$4.85M
UDR, Inc.UDR24.61K$982.23K