Havemeyer Place LP: 13F holdings
CIK 20261282026Q2
| Positions | 495 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| KLAC KLA CORP | 47,609 | $14.4m | 1.4% |
| MSFT MICROSOFT CORP | 37,809 | $14.1m | 1.4% |
| F FORD MTR CO | 799,856 | $11.1m | 1.1% |
| TMO THERMO FISHER SCIENTIFIC INC | 20,086 | $10.1m | 1.0% |
| CASY CASEYS GEN STORES INC | 12,574 | $10.0m | 1.0% |
| LLY ELI LILLY & CO | 8,236 | $9.9m | 1.0% |
| ORCL ORACLE CORP | 66,936 | $9.8m | 1.0% |
| CBRE CBRE GROUP INC | 69,545 | $9.4m | 0.9% |
| COST COSTCO WHSL CORP NEW | 9,846 | $9.2m | 0.9% |
| AMZN AMAZON COM INC | 37,694 | $9.0m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2026128")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.