Harvey Partners as of March 31, 2018
Portfolio Holdings for Harvey Partners
Harvey Partners holds 27 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Orion Engineered Carbons (OEC) | 9.6 | $6.5M | 240k | 27.10 | |
| Vishay Precision (VPG) | 9.2 | $6.2M | 199k | 31.15 | |
| Oil-Dri Corporation of America (ODC) | 6.3 | $4.3M | 107k | 40.19 | |
| Koppers Holdings (KOP) | 6.0 | $4.0M | 98k | 41.10 | |
| Bwx Technologies (BWXT) | 5.9 | $4.0M | 63k | 63.54 | |
| Atlas Air Worldwide Holdings | 5.8 | $3.9M | 65k | 60.45 | |
| SPECTRUM BRANDS Hldgs | 5.4 | $3.6M | 35k | 103.71 | |
| Entegris (ENTG) | 4.9 | $3.3M | 95k | 34.80 | |
| Limelight Networks | 4.4 | $3.0M | 725k | 4.11 | |
| Gtt Communications | 4.2 | $2.8M | 50k | 56.70 | |
| Genesee & Wyoming | 3.9 | $2.6M | 37k | 70.78 | |
| Newell Rubbermaid (NWL) | 3.7 | $2.5M | 97k | 25.48 | |
| Aspen Aerogels (ASPN) | 3.5 | $2.3M | 550k | 4.27 | |
| Invacare Corporation | 3.4 | $2.3M | 132k | 17.40 | |
| FMC Corporation (FMC) | 3.2 | $2.2M | 29k | 76.56 | |
| Superior Industries International (SSUP) | 3.2 | $2.2M | 164k | 13.30 | |
| Servicemaster Global | 3.2 | $2.2M | 43k | 50.85 | |
| Powell Industries (POWL) | 3.1 | $2.1M | 78k | 26.84 | |
| Milacron Holdings | 1.9 | $1.3M | 65k | 20.13 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 1.8 | $1.2M | 261k | 4.60 | |
| Fusion Telecomm Intl | 1.6 | $1.1M | 326k | 3.23 | |
| Condor Hospitality reit | 1.5 | $1.0M | 100k | 10.00 | |
| Shotspotter (SSTI) | 1.1 | $742k | 28k | 26.50 | |
| Gentex Corporation (GNTX) | 1.0 | $691k | 30k | 23.01 | |
| H&E Equipment Services | 0.8 | $577k | 15k | 38.47 | |
| Liquidity Services (LQDT) | 0.8 | $520k | 80k | 6.50 | |
| Groupon | 0.7 | $499k | 115k | 4.34 |
