Harvey Partners as of Sept. 30, 2018
Portfolio Holdings for Harvey Partners
Harvey Partners holds 23 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Orion Engineered Carbons (OEC) | 9.6 | $6.9M | 215k | 32.10 | |
| Vishay Precision (VPG) | 8.6 | $6.2M | 165k | 37.40 | |
| Bwx Technologies (BWXT) | 6.8 | $4.8M | 78k | 62.54 | |
| Koppers Holdings (KOP) | 6.2 | $4.5M | 144k | 31.15 | |
| Valmont Industries (VMI) | 5.9 | $4.3M | 31k | 138.50 | |
| SPECTRUM BRANDS Hldgs | 5.8 | $4.1M | 56k | 74.72 | |
| Oil-Dri Corporation of America (ODC) | 5.7 | $4.1M | 107k | 38.56 | |
| Xperi | 5.7 | $4.1M | 275k | 14.85 | |
| American Tower Reit (AMT) | 5.6 | $4.0M | 28k | 145.29 | |
| Superior Industries International (SUP) | 4.6 | $3.3M | 195k | 17.05 | |
| Aspen Aerogels (ASPN) | 4.3 | $3.1M | 675k | 4.57 | |
| Atlas Air Worldwide Holdings | 4.1 | $3.0M | 47k | 63.74 | |
| Powell Industries (POWL) | 4.0 | $2.9M | 79k | 36.26 | |
| Gtt Communications | 3.8 | $2.7M | 63k | 43.40 | |
| FMC Corporation (FMC) | 3.5 | $2.5M | 29k | 87.19 | |
| Invacare Corporation | 2.8 | $2.0M | 137k | 14.55 | |
| Liquidity Services (LQDT) | 2.7 | $1.9M | 302k | 6.35 | |
| TreeHouse Foods (THS) | 2.6 | $1.9M | 39k | 47.85 | |
| Limelight Networks | 2.4 | $1.8M | 349k | 5.02 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 2.3 | $1.7M | 272k | 6.20 | |
| Condor Hospitality reit | 1.6 | $1.2M | 109k | 10.69 | |
| Tile Shop Hldgs (TTSH) | 0.7 | $493k | 69k | 7.15 | |
| Inspired Entmt (INSE) | 0.7 | $485k | 80k | 6.10 |
