Jeffrey Moskowitz
@Harvey Partners, Llc
Latest period2024 - Q3ReportedManaged Assets$878.328MTotal holdings43
Assets growth rate5.63%Assets growth rate (2-Q avg)-3.14%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Harvey Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 43 positions.
Assets under management
The assets under management (AUM) of Harvey Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 878.328M in assets, with a quarterly growth rate of 5.63% and a 2-quarter average growth rate of -3.14%. The portfolio is managed by Jeffrey Moskowitz, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MCHPMicrochip Technology Inc.
| 2.35% | $20.554M 256,000 shares@ $80.29 avg price | New Position |
SPBSpectrum Brands Hldgs Inc Ne
| 2.26% | $19.837M 208,500 shares@ $95.14 avg price | New Position |
IWMIshares Tr
| 1.01% | $8.836M↓ Put 40,000 shares@ $220.89 avg price | New Position |
NGVTIngevity Corp
| 0.9% | $7.878M 202,000 shares@ $39.0 avg price | New Position |
SWISolarwinds Corp
| 0.23% | $1.958M 150,000 shares@ $13.05 avg price | New Position |
OSOnestream Inc
| 0.17% | $1.458M 43,000 shares@ $33.9 avg price | New Position |
DRVNDriven Brands Hldgs Inc
| 0.05% | $356,750 25,000 shares@ $14.27 avg price | New Position |