Stock Taper 
HAVEMEYER PLACE LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gilead Sciences, Inc. | GILD | 1.66K | $209.85K |
 East West Bancorp, Inc. | EWBC | 1.65K | $213.39K |
 Paycom Software, Inc. | PAYC | 1.61K | $202.09K |
 First Solar, Inc. | FSLR | 1.56K | $367.15K |
 Equinix, Inc. | EQIX | 1.51K | $1.57M |
 AutoZone, Inc. | AZO | 1.5K | $4.8M |
 SiTime Corporation | SITM | 1.47K | $1.1M |
 Eversource Energy | ES | 1.44K | $104.07K |
 Extra Space Storage Inc. | EXR | 1.42K | $206.76K |
 United Rentals, Inc. | URI | 1.4K | $1.59M |
 Lumentum Holdings Inc. | LITE | 1.36K | $1.17M |
 Vicor Corporation | VICR | 1.32K | $501.69K |
 Canadian Pacific Kansas City Ltd. | CP | 1.31K | $113.94K |
 WEC Energy Group, Inc. | WEC | 1.28K | $149.23K |
 Sandisk Corporation | SNDK | 1.24K | $2.81M |
 Watsco, Inc. | WSO | 1.23K | $513.41K |
 United Therapeutics Corporation | UTHR | 1.22K | $662.12K |
 Omega Healthcare Investors, Inc. | OHI | 1.21K | $57.69K |
 Essex Property Trust, Inc. | ESS | 1.2K | $349.91K |
 TransDigm Group Incorporated | TDG | 1.17K | $1.56M |