account_balance
Investment manager · 13F filer · SEC CIK 2026128
Havemeyer Place LP
Reported value$366Mas of Sep 30, 2026
Positions298 139 new, 336 sold out
Top 10 weight17.4%MCD alone is 3%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MCDMcDonald's Corp
2.7%Added +5111%
AAPLApple Inc.
2.3%Added +146%
AMZNAmazon.com Inc
2.1%Trimmed −17%
EMREmerson Electric Co
2.0%New
HDHome Depot, Inc.
1.7%New
CPRTCopart Inc
1.4%Added +272%
AYIAcuity Inc.
1.3%New
SBUXStarbucks Corp
1.3%New
AZOAutoZone Inc
1.3%Added +12%
PTCPTC Inc.
1.2%Added +1263%
NCLHNorwegian Cruise Line Holdings Ltd.
1.2%Added +365%
TPRTapestry, Inc.
1.1%Added +143%
MCDMcDonald's Corp
2.7%Added +5111%
AAPLApple Inc.
2.3%Added +146%
AMZNAmazon.com Inc
2.1%−17%
EMREmerson Electric Co
2.0%New
HDHome Depot, Inc.
1.7%New
CPRTCopart Inc
1.4%
AYIAcuity Inc.
1.3%
SBUXStarbucks Corp
1.3%
AZOAutoZone Inc
1.3%
PTC1.2%NCLH1.2%TPR1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MCD McDonald's Corp 2.7% Added +5111%AAPL Apple Inc. 2.3% Added +146%AMZN Amazon.com Inc 2.1% Trimmed −17%EMR Emerson Electric Co 2.0% NewHD Home Depot, Inc. 1.7% NewCPRT Copart Inc 1.4% Added +272%AYI Acuity Inc. 1.3% NewSBUX Starbucks Corp 1.3% NewAZO AutoZone Inc 1.3% Added +12%PTC PTC Inc. 1.2% Added +1263%NCLH Norwegian Cruise Line Holdings Ltd. 1.2% Added +365%TPR Tapestry, Inc. 1.1% Added +143%
What changed
Biggest moves since Jun 30, 2026
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