Havemeyer Place LP — 13F holdings

Havemeyer Place LP reported 495 holdings worth $1.01B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. KLAC KLA CORP — $14.4M (1.4%)
2. MSFT MICROSOFT CORP — $14.1M (1.4%)
3. F FORD MTR CO — $11.1M (1.1%)
4. TMO THERMO FISHER SCIENTIFIC INC — $10.1M (1.0%)
5. CASY CASEYS GEN STORES INC — $9.99M (1.0%)
6. LLY ELI LILLY & CO — $9.88M (1.0%)
7. ORCL ORACLE CORP — $9.81M (1.0%)
8. CBRE CBRE GROUP INC — $9.37M (0.9%)
9. COST COSTCO WHSL CORP NEW — $9.21M (0.9%)
10. AMZN AMAZON COM INC — $8.98M (0.9%)