Harvey Investment CO LLC Portfolio Holdings

Harvey Investment CO LLC

  • $901 Million
  • Q1 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.29B
$12.4 Million 1.38% of portfolio
284,857
Q1 2025 Reduced 8.1%
$8.05B
$4.87 Million 0.54% of portfolio
72,684
Q1 2025 Reduced 1.14%
$2.13B
$1.98 Million 0.22% of portfolio
28,667
Q4 2024 Reduced 0.49%
$5.02B
$1.87 Million 0.21% of portfolio
56,860
Q1 2025 Reduced 0.87%
$3.32B
$1.8 Million 0.2% of portfolio
73,956
Q1 2025 Reduced 1.33%
$8.61B
$1.46 Million 0.16% of portfolio
22,275
Q1 2025 Added 1.83%
$2.04B
$205,000 0.02% of portfolio
7,300
Q1 2024 New
$9.49B
$166,000 0.02% of portfolio
14,855
Q2 2024 Reduced 3.26%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $901 Million
  • Prior Value $866 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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