HP

Harvey Partners Portfolio holdings

AUM $1B
1-Year Est. Return 27.46%
This Quarter Est. Return
1 Year Est. Return
+27.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.3M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.23M
3
+$2.19M
4
IVC
Invacare Corporation
IVC
+$1.79M
5
BB icon
BlackBerry
BB
+$1.51M

Top Sells

1
+$2.23M
2
+$2.1M
3
+$2.04M
4
UNIT
Uniti Group
UNIT
+$1.71M
5
MRVL icon
Marvell Technology
MRVL
+$1.65M

Sector Composition

1 Materials 31.83%
2 Technology 27.44%
3 Industrials 25.54%
4 Communication Services 7.23%
5 Financials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,000
27
– –
-70,000
28
– –
0
29
– –
0
30
– –
-100,065
31
– –
-66,094
32
– –
-32,021
33
– –
0
34
– –
-68,000
35
– –
-110,108
1
2