Haven Global Partners, LLC Portfolio Holdings by Sector

Haven Global Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services IBN ITUB 2 stocks	$21.9 Million 22.97% of portfolio	2	-	-	-	0 Calls 0 Puts
Airlines \| Industrials RYAAY 1 stocks	$17.8 Million 18.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services UBS 1 stocks	$17.8 Million 18.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GIB INFY 2 stocks	$16.1 Million 16.83% of portfolio	1	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CNI 1 stocks	$13.6 Million 14.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$3.6 Million 3.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TLK 1 stocks	$2.77 Million 2.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials GOLD 1 stocks	$1.93 Million 2.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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