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 |
---|---|---|---|
AZZAzz Inc
| 6.27% | $55.018M 666,000 shares@ $82.61 avg price | Increased 1.84% |
WCNWaste Connections Inc
| 5.15% | $45.152M 252,500 shares@ $178.82 avg price | Increased 17.45% |
BWXTBwx Technologies Inc
| 5.05% | $44.35M 408,000 shares@ $108.7 avg price | Increased 5.84% |
GLDDGreat Lakes Dredge & Dock Co
| 4.38% | $38.408M 3.647M shares@ $10.53 avg price | Increased 9.8% |
ADEAAdeia Inc
| 4.14% | $36.349M 3.052M shares@ $11.91 avg price | Increased 5.83% |
RTORentokil Initial Plc
| 4.06% | $35.65M 1.43M shares@ $24.93 avg price | Increased 48.27% |
LFUSLittelfuse Inc
| 4.01% | $35.146M 132,500 shares@ $265.25 avg price | Increased 39.48% |
NPOEnpro Inc
| 3.93% | $34.463M 212,500 shares@ $162.18 avg price | Increased 1.92% |
SUMSummit Matls Inc
| 3.59% | $31.478M 806,500 shares@ $39.03 avg price | Increased 9.36% |
AWIArmstrong World Inds Inc New
| 3.45% | $30.295M 230,500 shares@ $131.43 avg price | Increased 0.44% |