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
$129M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$4.04M
3
+$3.03M
4
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$2.91M
5
TUFN
Tufin Software Technologies Ltd.
TUFN
+$2.74M

Top Sells

1
+$2.8M
2
+$2.6M
3
+$2.5M
4
CURI icon
CuriosityStream
CURI
+$2.32M
5
AZTA icon
Azenta
AZTA
+$2.14M

Sector Composition

1 Technology 41.54%
2 Industrials 28.04%
3 Materials 16.89%
4 Consumer Discretionary 5.52%
5 Healthcare 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
-15,000
53
– –
-31,000
54
– –
-2
55
– –
-65,614
1 2
3