§ 13F · FUND PROFILE
Havemeyer Place LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 504Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$507.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LEN | LENNAR CORP | 83K | $8.6T | 1.7% | NEW |
| 2 | NOW | SERVICENOW INC | 48K | $7.4T | 1.5% | NEW |
| 3 | LMT | LOCKHEED MARTIN CORP | 12K | $5.8T | 1.1% | NEW |
| 4 | XOM | EXXON MOBIL CORP | 44K | $5.2T | 1.0% | NEW |
| 5 | AMAT | APPLIED MATLS INC | 17K | $4.4T | 0.9% | NEW |
| 6 | BA | BOEING CO | 20K | $4.3T | 0.9% | NEW |
| 7 | PM | PHILIP MORRIS INTL INC | 26K | $4.2T | 0.8% | NEW |
| 8 | HOOD | ROBINHOOD MKTS INC | 37K | $4.2T | 0.8% | NEW |
| 9 | DIS | DISNEY WALT CO | 36K | $4.1T | 0.8% | NEW |
| 10 | FCX | FREEPORT-MCMORAN INC | 77K | $3.9T | 0.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HAVEMEYER SIGNAL
AC read
Havemeyer Place LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed