HP

Harvey Partners Portfolio holdings

AUM $1.11B
1-Year Est. Return 38.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.8M
AUM Growth
-$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.39M
3
+$2M
4
KOP icon
Koppers
KOP
+$949K
5
ASPN icon
Aspen Aerogels
ASPN
+$535K

Top Sells

1
+$2.88M
2
+$2.5M
3
+$1.7M
4
VPG icon
Vishay Precision Group
VPG
+$1.31M
5
EGIO
Edgio, Inc. Common Stock
EGIO
+$1.17M

Sector Composition

1 Industrials 29.84%
2 Materials 25%
3 Technology 14.27%
4 Consumer Discretionary 8.66%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-500
27
– –
-90,000
28
– –
-48,000
29
– –
-10,625
30
– –
-97,000
1
2