Haven Global Partners, LLC Portfolio Holdings by Sector

Haven Global Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Diversified \| Financial Services UBS 1 stocks	$27.7 Million 23.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials RYAAY 1 stocks	$24.5 Million 20.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN ITUB 2 stocks	$22.4 Million 19.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology LOGI 1 stocks	$18.1 Million 15.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology GIB INFY 2 stocks	$13.7 Million 11.68% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$6.57 Million 5.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TLK 1 stocks	$3.81 Million 3.24% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs INDA 1 stocks	$760,295 0.65% of portfolio	1	-	1	-	0 Calls 0 Puts

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