Stock Taper 
HAVEMEYER PLACE LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 SAP SE | SAP | 24.62K | $3.79M |
 Walmart Inc. | WMT | 24.67K | $2.79M |
 Floor & Decor Holdings, Inc. | FND | 24.68K | $1.47M |
 Sea Limited | SE | 25.09K | $2.4M |
 Viasat, Inc. | VSAT | 25.12K | $2.26M |
 F.N.B. Corporation | FNB | 25.64K | $489.15K |
 T-Mobile US, Inc. | TMUS | 25.8K | $4.33M |
 Procore Technologies, Inc. | PCOR | 25.87K | $1.05M |
 CF Industries Holdings, Inc. | CF | 26.07K | $2.82M |
 American International Group, Inc. | AIG | 26.2K | $1.95M |
 Trimble Inc. | TRMB | 26.2K | $1.34M |
 RPM International Inc. | RPM | 26.91K | $2.99M |
 Realty Income Corporation | O | 27.12K | $1.68M |
 C3.ai, Inc. | AI | 27.23K | $247.53K |
 Rexford Industrial Realty, Inc. | REXR | 27.26K | $913.18K |
 SBA Communications Corporation | SBAC | 27.26K | $4.81M |
 Unity Software Inc. | U | 27.39K | $782.81K |
 Wyndham Hotels & Resorts, Inc. | WH | 27.88K | $2.35M |
 Southwest Airlines Co. | LUV | 28.26K | $1.45M |
 Diageo plc | DEO | 29.15K | $2.34M |