Haven Capital Group, Inc. originally filed its 13F report for Q2 2026 on July 10, 2026. The filing was subsequently amended, with the latest update submitted on August 14, 2026. The portfolio totaled 124.52 M reflecting a +15.56% change from the prior quarter, spanning 37 assets. The top 10 holdings comprised 71.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 4 complete exits.
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Yes. Haven Capital Group originally filed on 07/10/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 08/14/2026.
In the Q2 2026 filing, Haven Capital Group reported a managed portfolio value of 124.52 M, consisting of 37 individual positions.
Multiple filings indicate that Haven Capital Group updated their Q2 2026 report. The initial filing was submitted on 07/10/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Haven Capital Group bought or sold during Q2 2026, please visit Haven Capital Group's Portfolio Analysis page.