Long-term investor
Haven Capital Group, Inc. @havencapitalgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055804).
Record
- Tracked since 2025-12-31 (261 days), 28 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 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 21.6% · long · since 2025-12-31
- AAPL · 9.5% · long · since 2025-12-31
- NVDA · 7.8% · long · since 2025-12-31
- GOOGL · 7.0% · long · since 2026-03-31
- ARM · 4.9% · long · since 2025-12-31
- IDXX · 4.9% · long · since 2025-12-31
- VST · 4.8% · long · since 2026-06-30
- ABBV · 4.5% · long · since 2025-12-31
- HLT · 3.4% · long · since 2025-12-31
- EW · 3.2% · long · since 2025-12-31
- ROP · 3.1% · long · since 2025-12-31
- MAR · 3.0% · long · since 2025-12-31