Stock Taper 
HAVEMEYER PLACE LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Advanced Micro Devices, Inc. | AMD | 11.55K | $6.71M |
 Saia, Inc. | SAIA | 11.53K | $4.86M |
 Steel Dynamics, Inc. | STLD | 11.4K | $2.62M |
 CVS Health Corp. | CVS | 11.15K | $1.15M |
 Automatic Data Processing, Inc. | ADP | 11.14K | $2.5M |
 JFrog Ltd. | FROG | 11.05K | $1M |
 Texas Roadhouse, Inc. | TXRH | 10.98K | $2.12M |
 NXP Semiconductors N.V. | NXPI | 10.95K | $3.08M |
 Paylocity Holding Corporation | PCTY | 10.93K | $1.14M |
 Repligen Corporation | RGEN | 10.7K | $1.46M |
 The Trade Desk, Inc. | TTD | 10.63K | $192.1K |
 Ralph Lauren Corporation | RL | 10.61K | $4.26M |
 Solventum Corporation | SOLV | 10.53K | $812.39K |
 Apple Inc. | AAPL | 10.5K | $3.04M |
 Cincinnati Financial Corporation | CINF | 10.47K | $1.94M |
 Evergy, Inc. | EVRG | 10.46K | $903.63K |
 Alphabet Inc. | GOOGL | 10.44K | $3.73M |
 First Horizon Corporation | FHN | 10.22K | $262.17K |
 Workday, Inc. | WDAY | 10.09K | $1.24M |
 Motorola Solutions, Inc. | MSI | 10.04K | $4.17M |