Harvey Investment CO LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $901 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: O Reilly Automotive Inc with a value of $96.2M, Berkshire Hathaway Inc Class B with a value of $56.4M, Tjx Companies Inc with a value of $44.4M, Fastenal CO with a value of $40.8M, and Verisk Analytics, Inc. with a value of $40.5M.
Examining the 13F form we can see an increase of $34.9M in the current position value, from $866M to 901M.
Below you can find more details about Harvey Investment CO LLC portfolio as well as his latest detailed transactions.
Portfolio value
$901 Million
Industrials: $231 Million
Healthcare: $195 Million
Consumer Cyclical: $165 Million
Financial Services: $125 Million
Technology: $69.6 Million
Consumer Defensive: $69.3 Million
Communication Services: $18 Million
Energy: $16.3 Million
Other: $5.22 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
