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

Top Buys

1
+$3.72M
2
+$2.13M
3
+$1.53M
4
TUFN
Tufin Software Technologies Ltd.
TUFN
+$1.51M
5
CF icon
CF Industries
CF
+$1.48M

Top Sells

1
+$5.64M
2
+$4.35M
3
+$3.03M
4
VMI icon
Valmont Industries
VMI
+$3.01M
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
– –
-92,000
52
– –
-6,125
53
– –
-53,000
1 2
3