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

Top Buys

1
+$2.17M
2
+$2.14M
3
+$1.81M
4
VMI icon
Valmont Industries
VMI
+$1.32M
5
TILE icon
Interface
TILE
+$1.17M

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
– –
-27,800
27
– –
-77,500
28
– –
-143,500
29
– –
-63,360
1
2