§ 13F · FUND PROFILE
Haven Global Partners, LLC.
AUM · $130M (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RYAAY | RYANAIR HOLDINGS PLC | 406K | $26M | 20.2% | +2% |
| 2 | CNI | CANADIAN NATL RY CO | 187K | $22M | 17.1% | NEW |
| 3 | UBS | UBS GROUP AG | 423K | $21M | 16.1% | −36% |
| 4 | TTE | TOTALENERGIES SE | 233K | $18M | 13.9% | +3% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 35K | $17M | 12.9% | +27% |
| 6 | LOGI | LOGITECH INTL S A | 159K | $15M | 11.4% | ±0% |
| 7 | ITUB | ITAU UNIBANCO HLDG S A | 777K | $6M | 4.9% | +37% |
| 8 | INFY | INFOSYS LTD | 447K | $5M | 3.6% | +46% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HAVEN SIGNAL
AC read
Haven Global Partners, LLC is a Other fund managing $130 million in assets. The fund runs a focused portfolio of just 8 positions.
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