HAVEN GLOBAL PARTNERS, LLC 13F Portfolio
HAVEN GLOBAL PARTNERS, LLC runs HAVEN GLOBAL PARTNERS, LLC and currently holds 8 stock positions, which is fewer than the average of 231 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 #831 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%.
Portfolio Value
$130.46M
Alpha Score
25.4
#831 of 1000
Holdings
8
HAVEN GLOBAL PARTNERS, LLC Current 13F Holdings
Reported holdings from HAVEN GLOBAL PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 RYAAY RYANAIR HOLDINGS PLC | 20.16% | $43.94 | $54.24 | +23.44% | Added +1.51% |
 CNI CANADIAN NATL RY CO | 17.10% | $119.24 | $117.79 | -1.22% | New Buy |
 UBS UBS GROUP AG | 16.10% | $30.84 | $48.14 | +56.08% | Trimmed -35.77% |
 TOTB.DE TOTALENERGIES SE | 13.86% | $80.41 | $78.53 | -2.34% | Added +2.70% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 12.88% | $278.34 | $453.28 | +62.85% | Added +27.10% |
 LOGI LOGITECH INTL S A | 11.43% | $109.68 | $98.27 | -10.40% | Trimmed -0.32% |
 ITUB ITAU UNIBANCO HLDG S A | 4.87% | $5.68 | $10.18 | +79.14% | Added +36.88% |
 INFY INFOSYS LTD | 3.60% | $16.99 | $10.73 | -36.85% | Added +45.80% |