← Every investor
Haven Global Partners, LLC Portfolio
$112.1M across 9 positions as of 2026-09-30, with 100% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 6
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -5.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | — | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -11.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +15.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +11.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +17.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.5% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| RYAAYRyanair Holdings PLC | $17.6M | 15.7% | 320,632 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $17.2M | 15.3% | 37,711 |
| CNICanadian National Railway Co | $16.9M | 15.0% | 141,272 |
| TOTALENERGIES SE | $16.5M | 14.7% | 192,325 |
| UBS GROUP AG | $14.5M | 12.9% | 300,639 |
| LOGITECH INTL S A | $11.3M | 10.1% | 112,028 |
| ITUBItau Unibanco Holding SA | $7.1M | 6.3% | 834,242 |
| IBNICICI Bank Ltd | $5.8M | 5.2% | 210,231 |
| INFYInfosys Ltd | $5.2M | 4.6% | 479,872 |
Quarter ending 2026-09-30.
Follow Haven Global Partners, LLC by email
Haven Global Partners, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.