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
$39.2M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.73M
3 +$1.72M
4
VMI icon
Valmont Industries
VMI
+$1.18M
5
TILE icon
Interface
TILE
+$969K

Top Sells

1 +$4.85M
2 +$4.47M
3 +$4.15M
4
AMT icon
American Tower
AMT
+$4.04M
5
SUP
Superior Industries International
SUP
+$3.33M

Sector Composition

1 Industrials 33.64%
2 Technology 31.36%
3 Materials 22.72%
4 Consumer Discretionary 9.67%
5 Real Estate 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-68,906
27
-137,084
28
-63,360
29
-46,500