HP

Harvey Partners Portfolio holdings

AUM $1.11B
1-Year Est. Return 38.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.59M
3
+$4.27M
4
LDR
Landauer Inc
LDR
+$3.92M
5
CBT icon
Cabot Corp
CBT
+$3.56M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.71M
5
CROX icon
Crocs
CROX
+$2.47M

Sector Composition

1 Industrials 23.16%
2 Technology 19.83%
3 Materials 15.68%
4 Consumer Discretionary 15.25%
5 Communication Services 14.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
-50,000
1 2
3