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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
$1.1B
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$14.6M
3
+$12.7M
4
DECK icon
Deckers Outdoor
DECK
+$10.9M
5
LFUS icon
Littelfuse
LFUS
+$10.5M

Top Sells

1
+$42.7M
2
+$17.6M
3
+$12.7M
4
WCN
Waste Connections
WCN
+$11.6M
5
AWI icon
Armstrong World Industries
AWI
+$8.88M

Sector Composition

1 Industrials 40.16%
2 Technology 32.7%
3 Materials 13.56%
4 Communication Services 4.32%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.6M 1.88%
4,291,500
+87,548
27
$20.6M 1.88%
771,500
+131,769
28
$19.7M 1.79%
493,500
+210,964
29
$18.6M 1.69%
196,000
+65,675
30
$18.4M 1.67%
2,424,995
31
$16.7M 1.52%
1,102,500
+150,802
32
$15.4M 1.4%
1,988,500
+25,728
33
$14.7M 1.34%
24,480
+7,000
34
$14.5M 1.32%
+622,500
35
$14.5M 1.32%
3,093,000
+523,855
36
$11.9M 1.08%
372,000
+65,315
37
$11.1M 1.01%
852,381
-369,381
38
$10.1M 0.92%
+100,000
39
$9.68M 0.88%
40,000
40
$5.74M 0.52%
250,000
41
$3.19M 0.29%
+182,000
42
$2.01M 0.18%
+50,000
43
$1.8M 0.16%
149,544
-127,563
44
$899K 0.08%
205,000
-9,110
45
– –
-972,016
46
– –
-61,000
1
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