Harvey Capital Management’s Safe Bulkers SB Stock Holding History

Harvey Capital Management’s Portfolio SB Stock Details SB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$127K	Buy	20,000 +10,000	+100%	+$58.3K	0.03%	88
2025 Q4	$48.2K	Sell	10,000 -20,000	-67%	-$94.9K	0.01%	78
2025 Q3	$133K	Hold	30,000	–	–	0.03%	85
2025 Q2	$109K	Hold	30,000	–	–	0.03%	79
2025 Q1	$111K	Hold	30,000	–	–	0.03%	78
2024 Q4	$107K	Hold	30,000	–	–	0.03%	80
2024 Q3	$155K	Sell	30,000 -429,429	-93%	-$2.21M	0.04%	74
2024 Q2	$2.67M	Sell	459,429 -8,990	-2%	-$48.4K	0.7%	36
2024 Q1	$2.32M	Buy	468,419 +11	+0%	+$48	0.68%	37
2023 Q4	$1.84M	Sell	468,408 -42,778	-8%	-$150K	0.61%	39
2023 Q3	$1.66M	Sell	511,186 -54,183	-10%	-$175K	0.58%	43
2023 Q2	$1.84M	Sell	565,369 -26,685	-5%	-$93.7K	0.68%	42
2023 Q1	$2.18M	Sell	592,054 -1,984	-0.3%	-$6.66K	0.86%	32
2022 Q4	$1.73M	Sell	594,038 -19,746	-3%	-$54.7K	0.72%	40
2022 Q3	$1.52M	Sell	613,784 -6,952	-1%	-$23.5K	0.66%	41
2022 Q2	$2.37M	Buy	620,736 +147,886	+31%	+$631K	0.92%	34
2022 Q1	$2.25M	Buy	+472,850	New	+$1.93M	0.69%	40

Other funds holding SB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FAM

Fearnley Asset Management Oslo $306M AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Harvey Capital Management's SB Position: Q1 2026 in Review

Harvey Capital Management increased its Safe Bulkers (SB) stake by 100% in Q1 2026, buying an estimated $58.3K and bringing the position to 20,000 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #88.

Harvey Capital Management first reported a position in SB in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.67M in Q2 2024. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

Harvey Capital Management held 20,000 shares of Safe Bulkers worth $127K as of Q1 2026.
Harvey Capital Management bought 10,000 Safe Bulkers shares in Q1 2026, an estimated $58.3K.
Safe Bulkers made up 0.03% of Harvey Capital Management's portfolio in Q1 2026, its #88 holding.
Harvey Capital Management first reported a position in Safe Bulkers in Q1 2022 and has held it in 17 quarters since.
Harvey Capital Management's Safe Bulkers position peaked at $2.67M in Q2 2024.
146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Harvey Capital Management's 13F filing for Q1 2026, filed 11 May 2026.