Haven Capital Group, Inc. filed its 13F report for Q4 2025 on January 14, 2026. The portfolio totaled 106.61 M reflecting a -5.06% change from the prior quarter, spanning 34 assets. The top 10 holdings comprised 73.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 3 complete exits.
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Haven Capital Group submitted their Form 13F-HR for the Q4 2025 period on 01/14/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Haven Capital Group reported a managed portfolio value of 106.61 M, consisting of 34 individual positions.
This page displays the raw filing documents. To see which stocks Haven Capital Group bought or sold during Q4 2025, please visit Haven Capital Group's Portfolio Analysis page.