HP

Harvey Partners Portfolio holdings

AUM $1B
1-Year Est. Return 27.46%
This Quarter Est. Return
1 Year Est. Return
+27.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$6.22M
2 +$5.87M
3 +$2.78M
4
OEC icon
Orion
OEC
+$1.77M
5
LDR
Landauer Inc
LDR
+$1.66M

Top Sells

1 +$7.31M
2 +$5.17M
3 +$4.95M
4
MBUU icon
Malibu Boats
MBUU
+$4.42M
5
CRS icon
Carpenter Technology
CRS
+$4.25M

Sector Composition

1 Technology 21.28%
2 Consumer Discretionary 18.54%
3 Communication Services 17.5%
4 Industrials 16.56%
5 Materials 15.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-72,500
52
-667,500
53
-165,000