Stock Taper 
HAVEMEYER PLACE LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Procore Technologies, Inc. | PCOR | 25.87K | $1.05M |
 T-Mobile US, Inc. | TMUS | 25.8K | $4.33M |
 F.N.B. Corporation | FNB | 25.64K | $489.15K |
 Viasat, Inc. | VSAT | 25.12K | $2.26M |
 Sea Limited | SE | 25.09K | $2.4M |
 Floor & Decor Holdings, Inc. | FND | 24.68K | $1.47M |
 Walmart Inc. | WMT | 24.67K | $2.79M |
 SAP SE | SAP | 24.62K | $3.79M |
 UDR, Inc. | UDR | 24.61K | $982.23K |
 Capital One Financial Corporation | COF | 24.16K | $4.85M |
 Vornado Realty Trust | VNO | 24.14K | $948.51K |
 Atmos Energy Corporation | ATO | 24.13K | $4.16M |
 PDD Holdings Inc. | PDD | 24.12K | $1.84M |
 Ally Financial Inc. | ALLY | 23.98K | $1.1M |
 FedEx Corporation | FDX | 23.93K | $7.49M |
 Take-Two Interactive Software, Inc. | TTWO | 23.81K | $5.95M |
 Fortinet, Inc. | FTNT | 23.55K | $3.62M |
 The Estée Lauder Companies Inc. | EL | 23.49K | $1.85M |
 CAVA Group, Inc. | CAVA | 22.76K | $1.79M |
 Alamos Gold Inc. | AGI | 22.47K | $681.83K |