Investor
Haven Global Partners, LLC
CIK 0002051846 · filed 2026-05-12 · SEC filing
13F book
$106.3M
Positions
8
1 new · 3 sold
Largest name
23.7%
UBS Group AG · UBS
Est. mark
−$13.8M
Price effect on 7 names still held. Flow −$16M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| UBS Group AG | UBS | 658.6K | $25.2M | 23.7% | −$5.54M | Cut−$6.02M |
| Ryanair Holdings Plc | — | 400.2K | $23.1M | 21.8% | −$5.76M | Cut−$5.85M |
| Totalenergies Se | TTE | 226.4K | $21.1M | 19.8% | — | New |
| Logitech Intl S A | — | 159.4K | $14.3M | 13.5% | −$2.05M | Cut−$2.37M |
| Taiwan Semiconductor Mfg Ltd | — | 27.7K | $9.35M | 8.8% | $807K | Added$2.15M |
| Itau Unibanco Hldg S A | — | 568K | $4.76M | 4.5% | $692.9K | Cut−$722.6K |
| Icici Bank Limited | — | 165.8K | $4.29M | 4.0% | −$646.6K | Cut−$14.8M |
| Infosys Ltd | INFY | 306.8K | $4.15M | 3.9% | −$1.32M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.