Institutional
Haveli Investment Management LLC
CIK 0002022286
$18.4M
Reported AUM
1
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Haveli Investment Management LLC · Q1 2026
AI · grounded in 13F
Haveli Investment Management LLC reduced its single existing position during the quarter. The fund currently manages $18.4M in total assets. No new positions were added to the portfolio.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BLND | BLEND LABS INC | $1.81 | 1.12% | -49.72% | -88.94% | $18.4M | 100.00% | — | HELD |
Source: SEC EDGAR · accession 0002022286-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.