Haven Global Partners, LLC: 13F holdings
CIK 20518462026Q2
| Positions | 8 |
|---|
| Reported value | $130.5m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 8 (+0 vs prior quarter) |
|---|
| Reported value | $130.5m (+22.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RYAAY RYANAIR HOLDINGS PLC | 406,268 | $26.3m | 20.2% |
| CNI CANADIAN NATL RY CO | 187,000 | $22.3m | 17.1% |
| UBS GROUP AG | 423,016 | $21.0m | 16.1% |
| TOTALENERGIES SE | 232,502 | $18.1m | 13.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 35,174 | $16.8m | 12.9% |
| LOGITECH INTL S A | 158,850 | $14.9m | 11.4% |
| ITUB ITAU UNIBANCO HLDG S A | 777,482 | $6.4m | 4.9% |
| INFY INFOSYS LTD | 447,364 | $4.7m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2051846")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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