HAVEMEYER PLACE LP
HAVEMEYER PLACE LP runs HAVEMEYER PLACE LP and currently holds 495 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.01B. Their top holdings are KLAC, MSFT, F, TMO, CASY. The top five represent 5.9% of reported portfolio weight. HAVEMEYER PLACE LP ranks #979 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HAVEMEYER PLACE LP initiated 29 new positions. They added to 65 existing positions. They trimmed 6 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
495 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
KLAC KLA CORP | 1.42% | $301.71 | $183.99 | -39.02% | New Buy |
MSFT MICROSOFT CORP | 1.39% | $372.03 | $483.24 | +29.89% | Added +188.13% |
F FORD MTR CO | 1.10% | $13.90 | $14.41 | +3.67% | Added +100.00% |
TMO THERMO FISHER SCIENTIFIC INC | 0.99% | $501.36 | $629.12 | +25.48% | New Buy |
CASY CASEYS GEN STORES INC | 0.99% | $794.79 | $835.74 | +5.15% | New Buy |
LLY ELI LILLY & CO | 0.98% | $1,181.71 | $1,254.77 | +6.18% | Added +603.93% |
ORCL ORACLE CORP | 0.97% | $146.55 | $146.49 | -0.04% | New Buy |
CBRE CBRE GROUP INC | 0.92% | $136.70 | $151.97 | +11.17% | Added +231.77% |
COST COSTCO WHSL CORP NEW | 0.91% | $943.82 | $947.74 | +0.42% | Added +629.87% |
AMZN AMAZON COM INC | 0.89% | $218.03 | $258.63 | +18.62% | Added +48.09% |
Showing 1-10 of 495