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
$67.6M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.47M
3
+$2.18M
4
KOP icon
Koppers
KOP
+$1.97M
5
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$1.45M

Top Sells

1
+$5.4M
2
+$4.88M
3
+$3.69M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$2.92M
5
GTT
GTT Communications, Inc.
GTT
+$2.83M

Sector Composition

1 Industrials 35.84%
2 Materials 25.16%
3 Technology 15.16%
4 Consumer Staples 9.03%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$520K 0.77%
+80,000
27
$499K 0.74%
+5,750
28
– –
-210,000
29
– –
-150,000
30
– –
-80,000
31
– –
-61,125
32
– –
-83,900
33
– –
-199,500
1
2