Harvey Investment CO LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $886 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: O Reilly Automotive Inc with a value of $81.6M, Berkshire Hathaway Inc Class B with a value of $50.2M, Tjx Companies Inc with a value of $44.3M, Fastenal CO with a value of $39.1M, and Verisk Analytics, Inc. with a value of $36.9M.
Examining the 13F form we can see an increase of $49.5M in the current position value, from $836M to 886M.
Below you can find more details about Harvey Investment CO LLC portfolio as well as his latest detailed transactions.
Portfolio value
$886 Million
Industrials: $234 Million
Healthcare: $193 Million
Consumer Cyclical: $153 Million
Financial Services: $113 Million
Consumer Defensive: $74.1 Million
Technology: $66.6 Million
Communication Services: $19.3 Million
Energy: $16 Million
Other: $8.65 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions