HP
Harvey Partners Portfolio holdings
AUM
$1B
This Quarter Return
-6.25%
1 Year Return
+27.46%
3 Year Return
+116.93%
5 Year Return
+268.74%
10 Year Return
+772.08%
AUM
$158M
AUM Growth
+$158M
(-4.2%)
Cap. Flow
+$1.26M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
46.82%
Holding
68
New
16
Increased
18
Reduced
7
Closed
17
Top Buys
| 1 |
FOE
Ferro Corporation
FOE
|
$5.65M |
| 2 |
JASN
Jason Industries, Inc.
JASN
|
$5.15M |
| 3 |
XRM
Xerium Technologies Inc (new)
XRM
|
$4.95M |
| 4 |
ALOG
Analogic Corp
ALOG
|
$4.89M |
| 5 |
Entravision Communication
EVC
|
$3.78M |
Top Sells
| 1 |
REMY
REMY INTL INC NEW COMMON
REMY
|
$5.43M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
$5.22M |
| 3 |
LEAF
Leaf Group Ltd.
LEAF
|
$5.06M |
| 4 |
Greif
GEF
|
$5.05M |
| 5 |
Qualcomm
QCOM
|
$4.95M |
Sector Composition
| 1 | Technology | 21.79% |
| 2 | Industrials | 21.45% |
| 3 | Materials | 18.21% |
| 4 | Consumer Discretionary | 15.14% |
| 5 | Communication Services | 7.28% |
