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
$135M
AUM Growth
+$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.72M
2 +$2.12M
3 +$1.69M
4
AFI
Armstrong Flooring, Inc.
AFI
+$1.59M
5
CF icon
CF Industries
CF
+$1.49M

Top Sells

1 +$5.81M
2 +$4.35M
3 +$3.22M
4
TLS icon
Telos
TLS
+$3.03M
5
ACA icon
Arcosa
ACA
+$2M

Sector Composition

1 Technology 35.37%
2 Industrials 27.06%
3 Materials 20.28%
4 Consumer Discretionary 8.25%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-137,500
52
-75,000
53
-53,000