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HP

Harvey Partners Portfolio holdings

AUM $1.23B
1-Year Est. Return 64.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+64.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$14.6M
3
+$12.7M
4
DECK icon
Deckers Outdoor
DECK
+$10.9M
5
LFUS icon
Littelfuse
LFUS
+$10.5M

Top Sells

1
+$42.7M
2
+$17.6M
3
+$12.7M
4
WCN
Waste Connections
WCN
+$11.6M
5
AWI icon
Armstrong World Industries
AWI
+$8.88M

Sector Composition

1 Industrials 40.16%
2 Technology 32.7%
3 Materials 13.56%
4 Communication Services 4.32%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.3M 5.12%
249,000
+10,108
2
$53.4M 4.86%
289,500
-46,000
3
$53M 4.82%
485,414
-114,861
4
$44.4M 4.04%
3,700,551
-32,449
5
$43.9M 4%
2,614,500
-575,444
6
$41.4M 3.77%
1,397,444
-709,904
7
$39.5M 3.59%
2,949,000
+141,000
8
$39.4M 3.58%
224,000
-63,500
9
$38.4M 3.49%
+318,000
10
$35.8M 3.25%
289,000
+19,401
11
$34.9M 3.17%
1,024,500
+431,072
12
$33.2M 3.02%
601,000
+28,953
13
$32.7M 2.98%
533,500
+9,323
14
$32.6M 2.97%
166,300
-47,755
15
$32.2M 2.93%
51,100
+3,170
16
$30.8M 2.81%
741,500
+32,114
17
$29.4M 2.68%
2,042,286
+105,726
18
$28.2M 2.56%
108,700
+41,763
19
$26.9M 2.44%
471,500
+14,657
20
$26.2M 2.38%
370,000
+35,988
21
$25.4M 2.32%
123,000
+2,180
22
$24.1M 2.19%
501,000
+163,155
23
$23.3M 2.12%
405,800
+17,041
24
$22.3M 2.03%
885,000
-335,000
25
$21.4M 1.94%
44,200
+4,931
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