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HM

Harvest Management Portfolio holdings

AUM $206M
1-Year Est. Return 95.44%
This Fund
S&P 500
This Quarter Est. Return
+14.54%
1 Year Est. Return
+95.44%
3 Year Est. Return
+609.22%
5 Year Est. Return
+2,730.08%
10 Year Est. Return
+91,890.88%
AUM
$72.3M
AUM Growth
Cap. Flow
+$68.6M
Cap. Flow %
95.02%
Top 10 Hldgs %
40%
Holding
78
New
78
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 16.45%
2 Industrials 12.53%
3 Financials 9.16%
4 Consumer Staples 6.91%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NYX
1
DELISTED
NYSE EURONEXT INC
NYX
$5.44M 7.53%
+131,500
New +$5.21M
GDI
2
DELISTED
GARDNER DENVER,INC
GDI
$5.04M 6.97%
+67,000
New +$5.04M
LIFE
3
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
$3.79M 5.24%
+51,200
New +$3.72M
LUFK
4
DELISTED
LUFKIN IND INC
LUFK
$3.11M 4.3%
+35,112
New +$3.03M
DELL
5
DELISTED
DELL INC
DELL
$2.26M 3.13%
+169,700
New +$2.3M
LOW icon
6
Lowe's Companies
LOW
$117B
$2.04M 2.83%
+50,000
New +$2.01M
ELN
7
DELISTED
ELAN CORP ADS(RP1 ORD4IRISH PN
ELN
$2M 2.76%
+141,100
New +$1.74M
CLWR
8
DELISTED
CLEARWIRE CORP NEW CL A COM STK (DE)
CLWR
$1.75M 2.43%
+351,000
New +$1.32M
PSE
9
DELISTED
PIONEER SOUTHWEST ENERGY PARTNERS LP
PSE
$1.75M 2.42%
+51,000
New +$1.53M
SFD
10
DELISTED
SMITHFIELD FOODS,INC
SFD
$1.72M 2.38%
+52,500
New +$1.49M
BKI
11
DELISTED
BUCKEYE TECHNOLOGY INC
BKI
$1.7M 2.36%
+46,000
New +$1.62M
BLC
12
DELISTED
BELO CORP SER A
BLC
$1.67M 2.32%
+120,000
New +$1.37M
NVE
13
DELISTED
NV ENERGY, INC
NVE
$1.64M 2.27%
+70,000
New +$1.52M
HBI
14
DELISTED
Hanesbrands
HBI
$1.54M 2.14%
+120,000
New +$1.48M
LPS
15
DELISTED
LENDER PROCESSING SERVICES INC
LPS
$1.54M 2.13%
+47,500
New +$1.38M
ASCA
16
DELISTED
AMERISTAR CASINOS INC
ASCA
$1.52M 2.11%
+57,880
New +$1.52M
NTSP
17
DELISTED
NETSPEND HLDGS INC COM STK
NTSP
$1.2M 1.66%
+75,000
New +$1.2M
SSI
18
DELISTED
Stage Stores Inc
SSI
$1.18M 1.63%
+50,000
New +$1.28M
WCRX
19
DELISTED
WARNER CHILCOTT PLC ORD SHS CL A (IRL)
WCRX
$1.15M 1.59%
+57,700
New +$978K
SKX
20
DELISTED
Skechers
SKX
$1.08M 1.49%
+135,000
New +$982K
HTSI
21
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
$1.01M 1.4%
+21,600
New +$963K
EQC
22
DELISTED
Equity Commonwealth
EQC
$925K 1.28%
+40,000
New +$863K
CTB
23
PUT
DELISTED
Cooper Tire & Rubber Co.
CTB
$912K 1.26%
+27,500
New +$726K
BMC
24
DELISTED
BMC SOFTWARE, INC
BMC
$903K 1.25%
+20,000
New +$902K
GNC
25
DELISTED
GNC Holdings, Inc.
GNC
$884K 1.22%
+20,000
New +$887K

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Harvest Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Harvest Management, which disclosed 78 positions worth $72.3M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is NYSE EURONEXT INC: 131,500 shares worth $5.44M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, followed by Industrials and Financials.

  • Harvest Management's largest Q2 2013 buy was NYSE EURONEXT INC: 131,500 shares worth $5.44M.
  • Harvest Management's ten largest holdings make up 40% of its $72.3M portfolio in Q2 2013.
  • Harvest Management disclosed 78 positions in Q2 2013, its first 13F filing on record.

Based on Harvest Management's 13F filing for Q2 2013, filed 13 Aug 2013.