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Harvey Partners’s Orion OEC Stock Holding History

Harvey Partners’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,000
Closed -$193K – 39
2019
Q4 		$193K Hold
10,000
– – 0.11% 33
2019
Q3 		$167K Buy
+10,000
New +$164K 0.12% 29

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvey Partners's OEC Position: Q1 2026 in Review

Harvey Partners reduced its Orion (OEC) stake by 46% in Q1 2026, selling an estimated $6.54M and leaving 1,304,000 shares worth $8.48M. The position accounts for 0.67% of the portfolio, ranked #42.

Harvey Partners first reported a position in OEC in Q3 2014 and has held it in 46 quarters since. The position peaked at $53M in Q1 2023. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Harvey Partners held 1,304,000 shares of Orion worth $8.48M as of Q1 2026.
  • Harvey Partners sold 1,105,415 Orion shares in Q1 2026, an estimated $6.54M.
  • Orion made up 0.67% of Harvey Partners's portfolio in Q1 2026, its #42 holding.
  • Harvey Partners first reported a position in Orion in Q3 2014 and has held it in 46 quarters since.
  • Harvey Partners's Orion position peaked at $53M in Q1 2023.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Harvey Partners's 13F filing for Q1 2026, filed 15 May 2026.