Davern Capital Partners, LP - Q12026 Holdings

Davern Capital Partners, LP holds 17 stocks with a total portfolio value of $ 364.54M as of Q12026. In Q12026, Davern Capital Partners, LP added 4 new positions, increased stakes in 7 stocks, reduced 6 holdings, and fully exited 1 position. The largest holding is Pfizer Inc (PFE), representing 12.28% of the total portfolio.