What is InsiderStreet.ai?

InsiderStreet.ai is a free financial intelligence platform tracking smart-money signals — insider trades, congressional stock disclosures, hedge fund positions, ETF flows, dark pool activity, and short interest — across 88,000+ securities.

How do I track which hedge funds own a stock?

On any stock page on InsiderStreet, the Hedge Fund Holders tab shows every fund holding that stock — names, position size, quarterly changes, and fund flows. Data is sourced from SEC institutional ownership disclosures.

How do I see which Congress members trade a stock?

Each stock page has a Smart Money tab that shows congressional disclosures under the STOCK Act — senators and representatives, transaction type, date, and dollar range — typically disclosed within 45 days of the trade.

Asset Manager ← All Institutions

Haveli Investment Management LLC

Q2 2026 · Filed 2026-08-14

Q2 2026 Q1 2026

Market Value

$180M

+875.3%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

100.0%

Turnover

75.0%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
FRSH	46.16%	0.00%	+46.16%	$83M
CERT	26.95%	0.00%	+26.95%	$48M
SPT	9.12%	0.00%	+9.12%	$16M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
BLND	17.77%	100.00%	-82.23%	$32M

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Mid Cap	1	$83M	46.2%
Small Cap	2	$65M	36.1%
Micro Cap	1	$32M	17.8%

Portfolio Analytics

Avg Market Cap

$1.5B

Median Market Cap

$1.0B

Avg P/E

19.5

Median P/E

19.5

Avg Dividend Yield

—%

Avg Beta

1.09

# Stocks

# ETFs / Funds

Top Holdings (4 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	FRSH	46.16%	8,204,092	$83M	$10.12	—	+8,204,092	—	NEW
2	CERT	26.95%	7,400,000	$48M	$6.55	—	+7,400,000	—	NEW
3	BLND	17.77%	18,693,667	$32M	$1.71	$14M	+7,844,794	+72.3%
4	SPT	9.12%	2,172,852	$16M	$7.55	—	+2,172,852	—	NEW

New Positions

Symbol	Value	% Port
FRSH	$83M	46.16%
CERT	$48M	26.95%
SPT	$16M	9.12%

View SEC EDGAR Filings for Haveli Investment Management LLC →