HAVEN GLOBAL PARTNERS, LLC
HAVEN GLOBAL PARTNERS, LLC runs HAVEN GLOBAL PARTNERS, LLC and currently holds 8 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $130.46M. Their top holdings are RYAAY, CNI, UBS, TOTB.DE, TSM. The top five represent 80.1% of reported portfolio weight. HAVEN GLOBAL PARTNERS, LLC ranks #824 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HAVEN GLOBAL PARTNERS, LLC initiated 1 new position. They added to 5 existing positions. They trimmed 2 positions. Their current best-performing preview position is TSM with returns of +41.31%.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
RYAAY RYANAIR HOLDINGS PLC | 20.16% | $43.94 | $55.80 | +26.99% | Added +1.51% |
CNI CANADIAN NATL RY CO | 17.10% | $119.24 | $129.82 | +8.87% | New Buy |
UBS UBS GROUP AG | 16.10% | $30.84 | $53.27 | +72.73% | Trimmed -35.77% |
TOTB.DE TOTALENERGIES SE | 13.86% | $80.41 | $77.45 | -3.68% | Added +2.70% |
TSM TAIWAN SEMICONDUCTOR MANUFAC | 12.88% | $278.34 | $418.87 | +50.49% | Added +27.10% |
LOGI LOGITECH INTL S A | 11.43% | $109.68 | $96.03 | -12.45% | Trimmed -0.32% |
ITUB ITAU UNIBANCO HLDG S A | 4.87% | $5.68 | $7.48 | +31.60% | Added +36.88% |
INFY INFOSYS LTD | 3.60% | $16.99 | $11.95 | -29.66% | Added +45.80% |