Harvey Partners as of Dec. 31, 2018
Portfolio Holdings for Harvey Partners
Harvey Partners holds 18 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xperi | 14.0 | $5.6M | 303k | 18.39 | |
| Vishay Precision (VPG) | 12.6 | $5.0M | 166k | 30.23 | |
| Valmont Industries (VMI) | 11.5 | $4.6M | 41k | 110.94 | |
| Orion Engineered Carbons (OEC) | 11.4 | $4.6M | 180k | 25.28 | |
| FMC Corporation (FMC) | 7.2 | $2.9M | 39k | 73.95 | |
| Liquidity Services (LQDT) | 6.0 | $2.4M | 388k | 6.17 | |
| Acuity Brands (AYI) | 5.0 | $2.0M | 17k | 114.97 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 4.5 | $1.8M | 272k | 6.62 | |
| Astec Industries (ASTE) | 4.3 | $1.7M | 57k | 30.19 | |
| Aspen Aerogels (ASPN) | 4.3 | $1.7M | 812k | 2.13 | |
| Lam Research Corporation (LRCX) | 4.3 | $1.7M | 13k | 136.19 | |
| Oil-Dri Corporation of America (ODC) | 3.7 | $1.5M | 56k | 26.50 | |
| Limelight Networks | 3.4 | $1.4M | 580k | 2.34 | |
| Interface (TILE) | 2.4 | $969k | 68k | 14.25 | |
| Condor Hospitality reit | 1.9 | $751k | 109k | 6.89 | |
| Tactile Systems Technology, In (TCMD) | 1.4 | $569k | 13k | 45.52 | |
| Inspired Entmt (INSE) | 1.1 | $430k | 90k | 4.80 | |
| Elf Beauty (ELF) | 0.7 | $270k | 31k | 8.64 |
