Haven Private, LLC BDC — BELDEN INC

Ownership history in Haven Private, LLC  ·  6 quarters on record

AI Ownership Summary

Haven Private, LLC reported BELDEN INC (BDC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2024 Q4. The latest visible filing shows BDC at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Haven Private, LLC's position in BELDEN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BDC was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BDC stock page Haven Private, LLC fund profile Haven Private, LLC full holdings
How Haven Private, LLC held BDC — position size vs. price
% of Fund (quarterly)    BDC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 5,200 +112 +2.2% 0.26% $597K 2026-05-05 $112.01
2025 Q4 ADDED — — — 5,088 +229 +4.7% 0.26% $593K 2026-02-12 $150.85
2025 Q3 REDUCED — — — 4,859 -45 -0.9% 0.26% $584K 2025-11-06 $119.74
2025 Q2 REDUCED — — — 4,904 -112 -2.2% 0.25% $568K 2025-08-04 $118.73
2025 Q1 ADDED — — — 5,016 +53 +1.1% 0.28% $503K 2025-05-09 $106.41
2024 Q4 INITIATED — — — 4,963 — — 0.31% $559K 2025-02-07 $114.87

🏢 Other funds also holding BDC

As of 2026 Q1 — sorted by position size

HALLSTATT ADVISORS L.P. 5.59% WATERS PARKERSON & CO., LLC 3Y 7Y 1.36% Phocas Financial Corp. 3Y 7Y 0.79% Leeward Investments, LLC - MA 3Y 0.78% Riverwater Partners LLC 3Y 0.61% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.52% Granite Investment Partners, LLC 3Y 7Y 0.51% Twelve Points Wealth Management LLC 3Y 0.5% Watershed Asset Management, L.L.C. 3Y 7Y 0.44% FOSTER & MOTLEY INC 3Y 7Y 0.24%

FAQ About Haven Private, LLC and BDC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Haven Private, LLC reported owning BDC?

Haven Private, LLC reported BDC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BDC position in Haven Private, LLC's portfolio?

The largest reported portfolio weight for BDC was 0.31% in 2024 Q4.

What is the latest reported BDC position on this page?

The most recent filing on this page is 2026 Q1, when Haven Private, LLC reported 5,200 shares, equal to 0.26% of portfolio, with an estimated market value of $597K.

What does the chart on this BDC ownership page compare?

The chart compares Haven Private, LLC's quarterly BDC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Haven Private, LLC time their BDC position?

Based on 13F filing dates vs. subsequent BDC price moves, Haven Private, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on BDC relative to SPY over the holding period was -16.7%.

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