Stock Taper 
HAVEMEYER PLACE LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kratos Defense & Security Solutions, Inc. | KTOS | 42.62K | $2.12M |
 Alcoa Corporation | AA | 42.27K | $2.2M |
 Target Corporation | TGT | 41.39K | $5.41M |
 Elastic N.V. | ESTC | 40.29K | $2.3M |
 PepsiCo, Inc. | PEP | 39.73K | $5.38M |
 Las Vegas Sands Corp. | LVS | 39.73K | $1.84M |
 Crown Castle Inc. | CCI | 38.97K | $2.95M |
 Teva Pharmaceutical Industries Limited | TEVA | 38.88K | $1.32M |
 Centene Corp. | CNC | 37.93K | $2.43M |
 Microsoft Corporation | MSFT | 37.81K | $14.1M |
 Amazon.com, Inc. | AMZN | 37.69K | $8.98M |
 KKR & Co. Inc. | KKR | 37.63K | $3.45M |
 Annaly Capital Management, Inc. | NLY | 37.55K | $839.71K |
 CDW Corporation | CDW | 36.31K | $5.11M |
 PG&E Corporation | PCG | 36.01K | $605.6K |
 STMicroelectronics N.V. | STM | 35.66K | $2.67M |
 Sibanye Stillwater Limited | SBSW | 35.48K | $301.23K |
 Eos Energy Enterprises, Inc. | EOSE | 35.34K | $207.79K |
 ServiceNow, Inc. | NOW | 35.09K | $3.48M |
 Rollins, Inc. | ROL | 34.58K | $1.44M |