Stock Taper 
HAVEMEYER PLACE LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Owens Corning | OC | 2.34K | $371.65K |
 Amgen Inc. | AMGN | 2.31K | $837.58K |
 PTC Inc. | PTC | 2.3K | $261.42K |
 Clean Harbors, Inc. | CLH | 2.28K | $681.45K |
 Charles River Laboratories International, Inc. | CRL | 2.23K | $505.74K |
 HDFC Bank Limited | HDB | 2.15K | $55.46K |
 Alliant Energy Corporation | LNT | 2.08K | $158.3K |
 Huntington Ingalls Industries, Inc. | HII | 2.07K | $580.21K |
 Lennox International Inc. | LII | 2.07K | $1.19M |
 Globe Life Inc. | GL | 2.05K | $366.47K |
 Everest Group, Ltd. | EG | 2.02K | $721.61K |
 AppLovin Corporation | APP | 2.02K | $1.04M |
 argenx SE | ARGX | 1.95K | $1.81M |
 RTX Corporation | RTX | 1.9K | $359.54K |
 Duke Energy Corporation | DUK | 1.89K | $239.62K |
 Novo Nordisk A/S | NVO | 1.87K | $89.65K |
 Expeditors International of Washington, Inc. | EXPD | 1.82K | $297.44K |
 Tower Semiconductor Ltd. | TSEM | 1.79K | $466.29K |
 TD Synnex Corp | SNX | 1.69K | $451.81K |
 FormFactor, Inc. | FORM | 1.68K | $269K |