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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
$1.23B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$31.8M
2 +$15.3M
3 +$14.1M
4
FWONK icon
Liberty Media Series C
FWONK
+$10.8M
5
WH icon
Wyndham Hotels & Resorts
WH
+$9.48M

Top Sells

1 +$49.3M
2 +$42.7M
3 +$19.7M
4
DNOW icon
DNOW Inc
DNOW
+$16.4M
5
MKSI icon
MKS Inc
MKSI
+$10.4M

Sector Composition

1 Industrials 38.71%
2 Technology 33.41%
3 Materials 15.23%
4 Consumer Discretionary 6.27%
5 Communication Services 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NP
51
Neptune Insurance Holdings
NP
$3.75B
-20,000