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Havemeyer Place LP

Q4 2025 13F Holdings

  • Location
    greenwich, CT
  • Num holdings

    504

  • Value ($000)

    $507,347

  • Date Filed
    02/11/2026
  • Form type
    13F-HR
  • CIK
    0002026128
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LEN

LENNAR CORP

CL A
526057104
$8.56M
2 %

83,309

N
NOW

SERVICENOW INC

COM
81762P102
$7.37M
2 %

48,081

L
LMT

LOCKHEED MARTIN CORP

COM
539830109
$5.77M
1 %

11,931

X
XOM

EXXON MOBIL CORP

COM
30231G102
$5.25M
1 %

43,625

A
AMAT

APPLIED MATLS INC

COM
038222105
$4.36M
1 %

16,984

B
BA

BOEING CO

COM
097023105
$4.32M
1 %

19,883

P
PM

PHILIP MORRIS INTL INC

COM
718172109
$4.18M
1 %

26,086

H
HOOD

ROBINHOOD MKTS INC

COM CL A
770700102
$4.16M
1 %

36,796

D
DIS

DISNEY WALT CO

COM
254687106
$4.07M
1 %

35,768

F
FCX

FREEPORT-MCMORAN INC

CL B
35671D857
$3.91M
1 %

77,001

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