Haven Global Partners, LLC

CIK 0002051846 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗

Haven Global Partners, LLC reported 8 positions worth $130.5M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: RYAAY (20.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$130.5M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	RYAAY	RYANAIR HOLDINGS PLC	SH	$26.3M	20.16%	406,268	—	—
▸ 2	CNI	CANADIAN NATL RY CO	SH	$22.3M	17.10%	187,000	—	—
▸ 3	UBS	UBS GROUP AG	SH	$21.0M	16.10%	423,016	—	—
▸ 4	TTE	TOTALENERGIES SE	SH	$18.1M	13.86%	232,502	—	—
▸ 5	TSM	TAIWAN SEMICONDUCTOR MANUFAC	SH	$16.8M	12.88%	35,174	—	—
▸ 6	LOGI	LOGITECH INTL S A	SH	$14.9M	11.43%	158,850	—	—
▸ 7	ITUB	ITAU UNIBANCO HLDG S A	SH	$6.4M	4.87%	777,482	—	—
▸ 8	INFY	INFOSYS LTD	SH	$4.7M	3.60%	447,364	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Haven Global Partners, LLC hold as of Q2 2026?

Haven Global Partners, LLC reported 8 positions worth $130.5M in its Q2 2026 13F filing. Largest positions: RYAAY (20.2%), CNI (17.1%), UBS (16.1%), TTE (13.9%) and TSM (12.9%).

What did Haven Global Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Haven Global Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.