Davern Capital Partners, LP - Q42025 Holdings

Davern Capital Partners, LP holds 14 stocks with a total portfolio value of $ 309.3M as of Q42025. In Q42025, Davern Capital Partners, LP added 14 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Pfizer Inc (PFE), representing 16.44% of the total portfolio.