Q4 2025 · 13F-HR
Haveli Investment Management LLCholdings as filed
Filed 2026-02-17 · accession 0002022286-26-000001
$33.0M
Reported value
2
Positions
2025-12-31
Period end
The Brief · Haveli Investment Management LLC · Q4 2025
AI · grounded in 13F
Haveli Investment Management LLC established a new position in BLND with an investment of $32,980,574. This single move accounts for the fund's total assets under management. The portfolio currently consists of two positions.
Holdings as filed
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.