Harvey Partners

Latest statistics and disclosures from Harvey Partners's latest quarterly 13F-HR filing:

Companies in the Harvey Partners portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Aspen Aerogels 9.86 1.00M 7.13
Vishay Precision (VPG) 9.58 171000 40.63
SPDR S&P; 500 ETF (SPY) 8.08 20000 NEW 293.00
Valmont Industries (VMI) 6.82 39000 +52% 126.82
Martin Marietta Materials (MLM) 6.24 19662 -33% 230.09
Great Lakes Dredge & Dock Corporation (GLDD) 4.38 287600 +2% 11.04
Arcosa Inc 4.36 84000 NEW 37.63
iShares Russell 2000 Index (IWM) 4.29 20000 -33% 155.50
Axalta Coating Sys 4.11 100000 NEW 29.77
Orion Engineered Carbons 3.96 134000 NEW 21.41
Analog Devices (ADI) 3.89 25000 +8% 112.88
FMC Corporation (FMC) 3.43 30000 -24% 82.97
Quanta Services (PWR) 3.42 65000 NEW 38.18
Activision Blizzard (ATVI) 2.93 45000 +4% 47.20
Cooper Standard Holdings Inc 2.78 44000 NEW 45.82
Churchill Downs (CHDN) 2.62 16500 NEW 115.09
Liquidity Services (LQDT) 2.60 309000 +13% 6.09
B Riley Principal Merger Cor unit 99/99/9999 2.48 180000 NEW 9.97
Limelight Networks (LLNW) 2.40 645000 +10% 2.70
Xperi 2.02 71000 -73% 20.59
Mueller Water Products (MWA) 1.69 125000 NEW 9.82
Mohawk Group Holdings Ord 1.67 150000 NEW 8.07
Albemarle Corporation (ALB) 1.46 15000 NEW 70.40
Condor Hospitality reit 1.33 106314 -2% 9.07
Inspired Entmt 1.28 110000 +22% 8.44
Adesto Technologies 0.96 85000 +314% 8.15
Insteel Industries (IIIN) 0.69 24000 NEW 20.83
Livent Corp 0.35 37000 6.92
Graham Corporation (GHM) 0.32 11618 NEW 20.23

Past 13F-HR SEC Filings by Harvey Partners

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