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HP

Harvey Partners Portfolio holdings

AUM $1.23B
1-Year Est. Return 64.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+64.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.8M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$1.35M
3
+$1.24M
4
MCRN
Milacron Holdings Corp.
MCRN
+$1.16M
5
GWR
Genesee & Wyoming Inc.
GWR
+$896K

Top Sells

1
+$2.84M
2
+$2.48M
3
+$2.34M
4
GSM icon
FerroAtlántica
GSM
+$2.09M
5
INTC icon
Intel
INTC
+$1.85M

Sector Composition

1 Technology 30.29%
2 Materials 28.92%
3 Industrials 27.51%
4 Communication Services 5.96%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$629K 0.8%
+30,000
27
– –
-105,000
28
– –
-220,000
29
– –
-32,500
30
– –
0
31
– –
-48,000
1
2