Harvey Investment CO LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $836 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: O Reilly Automotive Inc with a value of $75.4M, Berkshire Hathaway Inc Class B with a value of $45.9M, Tjx Companies Inc with a value of $42.6M, Verisk Analytics, Inc. with a value of $37.5M, and Fastenal CO with a value of $34.7M.
Examining the 13F form we can see an decrease of $49.8M in the current position value, from $886M to 836M.
Below you can find more details about Harvey Investment CO LLC portfolio as well as his latest detailed transactions.
Portfolio value
$836 Million
Industrials: $215 Million
Healthcare: $180 Million
Consumer Cyclical: $144 Million
Financial Services: $101 Million
Consumer Defensive: $74.6 Million
Technology: $68.4 Million
Communication Services: $20.5 Million
Energy: $16.3 Million
Other: $7.88 Million
Stock Holdings Table Market Cap. of $200 Billions or more