Haven Capital Group, Inc. filed its 13F report for Q1 2026 on April 20, 2026. The portfolio totaled 107.75 M reflecting a +1.07% change from the prior quarter, spanning 37 assets. The top 10 holdings comprised 71.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 1 complete exits.
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Haven Capital Group submitted their Form 13F-HR for the Q1 2026 period on 04/20/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Haven Capital Group reported a managed portfolio value of 107.75 M, consisting of 37 individual positions.
This page displays the raw filing documents. To see which stocks Haven Capital Group bought or sold during Q1 2026, please visit Haven Capital Group's Portfolio Analysis page.