Haven Private, LLC
Haven Private, LLC reported 171 positions worth $263.0M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: USFR (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | USFR | SH | $25.7M | 9.76% | 509,989 | — | — | |
| ▸ 2 | MUST | SH | $24.7M | 9.40% | 1,188,853 | — | — | |
| ▸ 3 | AVLC | SH | $9.3M | 3.52% | 102,825 | — | — | |
| ▸ 4 | AAPL | SH | $9.0M | 3.44% | 31,260 | — | — | |
| ▸ 5 | AVEM | SH | $8.9M | 3.40% | 92,606 | — | — | |
| ▸ 6 | IFRA | SH | $8.5M | 3.24% | 135,365 | — | — | |
| ▸ 7 | LVHI | SH | $6.4M | 2.41% | 156,507 | — | — | |
| ▸ 8 | AMLP | SH | $6.1M | 2.30% | 116,915 | — | — | |
| ▸ 9 | AVIV | SH | $5.9M | 2.24% | 76,215 | — | — | |
| ▸ 10 | KLAC | SH | $5.5M | 2.09% | 18,229 | — | — |
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Frequently Asked Questions
What stocks does Haven Private, LLC hold as of Q2 2026?
Haven Private, LLC reported 171 positions worth $263.0M in its Q2 2026 13F filing. Largest positions: USFR (9.8%), MUST (9.4%), AVLC (3.5%), AAPL (3.4%) and AVEM (3.4%).
What did Haven Private, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Haven Private, 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.