Long-term investor

Havemeyer Place LP @havemeyerplacelp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002026128).

Record

  • Tracked since 2025-12-31 (264 days), 773 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.3%
  • Max drawdown n/a · win rate 10% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • KLAC · 1.4% · long · since 2026-06-30
  • MSFT · 1.4% · long · since 2026-03-31
  • 345370860 · 1.1% · long · since 2025-12-31
  • TMO · 1.0% · long · since 2026-06-30
  • 147528103 · 1.0% · long · since 2026-06-30
  • LLY · 1.0% · long · since 2025-12-31
  • ORCL · 1.0% · long · since 2026-06-30
  • CBRE · 0.9% · long · since 2025-12-31
  • 22160K105 · 0.9% · long · since 2026-03-31
  • AMZN · 0.9% · long · since 2026-03-31
  • ORLY · 0.7% · long · since 2025-12-31
  • FDX · 0.7% · long · since 2026-06-30

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