Stock Taper 
HAVEMEYER PLACE LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Teradyne, Inc. | TER | 13.36K | $6.46M |
 D.R. Horton, Inc. | DHI | 13.04K | $2.12M |
 Waste Management, Inc. | WM | 13.02K | $2.9M |
 Akamai Technologies, Inc. | AKAM | 12.8K | $1.51M |
 Incyte Corporation | INCY | 12.62K | $1.43M |
 Casey's General Stores, Inc. | CASY | 12.57K | $9.99M |
 Dave Inc. | DAVE | 12.41K | $4.62M |
 Altria Group, Inc. | MO | 12.34K | $887.72K |
 Agree Realty Corporation | ADC | 12.29K | $931.15K |
 HP Inc. | HPQ | 12.18K | $267.23K |
 Penguin Solutions, Inc. | PENG | 12.09K | $919.11K |
 Broadridge Financial Solutions, Inc. | BR | 12.01K | $1.64M |
 Northrop Grumman Corporation | NOC | 11.92K | $6.07M |
 ResMed Inc. | RMD | 11.84K | $2.31M |
 Vishay Intertechnology, Inc. | VSH | 11.82K | $635.63K |
 Gaming and Leisure Properties, Inc. | GLPI | 11.79K | $525.23K |
 Lockheed Martin Corporation | LMT | 11.75K | $5.99M |
 Globant S.A. | GLOB | 11.74K | $339.84K |
 United Airlines Holdings, Inc. | UAL | 11.63K | $1.58M |
 L3Harris Technologies, Inc. | LHX | 11.55K | $3.36M |