Haven Global Partners, LLC Portfolio Holdings by Sector

Haven Global Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Airlines \| Industrials RYAAY 1 stocks	$19 Million 17.94% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services UBS 1 stocks	$18.8 Million 17.74% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN ITUB 2 stocks	$17.9 Million 16.89% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology GIB INFY 2 stocks	$14.8 Million 13.95% of portfolio	2	-	2	-	0 Calls 0 Puts
Railroads \| Industrials CNI 1 stocks	$14.6 Million 13.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$13.1 Million 12.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$4.58 Million 4.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services TLK 1 stocks	$3.29 Million 3.1% of portfolio	1	-	1	-	0 Calls 0 Puts

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