Havemeyer Place LP
CIK 2026128 · Holdings on Dec 31, 2025 · First reported Feb 11, 2026
Top ten holdings
Q4 2025- LEN1.69%
- NOW1.45%
- LMT1.14%
- EXMOC1.03%
- AMAT0.86%
- BA0.85%
- PM0.82%
- HOOD0.82%
- DIS0.80%
- FCX0.77%
Share classes counted separately10.23%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LENLENNAR CORP-ACL A View history and evidence | $8.56M | 1.69% | 83.31K shares | Prior unavailable — | — | ↗▾ |
| 02 | NOWSERVICENOW INC View history and evidence | $7.37M | 1.45% | 48.08K shares | Prior unavailable — | — | ↗▾ |
| 03 | LMTLOCKHEED MARTIN CORP View history and evidence | $5.77M | 1.14% | 11.93K shares | Prior unavailable — | — | ↗▾ |
| 04 | EXMOCEXXON MOBIL CORP View history and evidence | $5.25M | 1.03% | 43.63K shares | Prior unavailable — | — | ↗▾ |
| 05 | AMATAPPLIED MATERIALS INC View history and evidence | $4.36M | 0.86% | 16.98K shares | Prior unavailable — | — | ↗▾ |
| 06 | BABOEING CO/THE View history and evidence | $4.32M | 0.85% | 19.88K shares | Prior unavailable — | — | ↗▾ |
| 07 | PMPHILIP MORRIS INTERNATIONAL View history and evidence | $4.18M | 0.82% | 26.09K shares | Prior unavailable — | — | ↗▾ |
| 08 | HOODROBINHOOD MARKETS INC - ACOM CL A View history and evidence | $4.16M | 0.82% | 36.80K shares | Prior unavailable — | — | ↗▾ |
| 09 | DISWALT DISNEY CO/THE View history and evidence | $4.07M | 0.80% | 35.77K shares | Prior unavailable — | — | ↗▾ |
| 10 | FCXFREEPORT-MCMORAN INCCL B View history and evidence | $3.91M | 0.77% | 77.00K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2026128 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 11, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 507346871
}Research all 504 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.