Long-term investor

Harvey Investment Co. LLC @harveyinvestmentcollc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001162781).

Record

  • Tracked since 2025-06-30 (448 days), 28 trades recorded
  • Returns: week n/a · month n/a · 90 days +4.4% · 6 months n/a · 1 year +8.5% · all +8.5%
  • Max drawdown n/a · win rate 45% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • ORLY · 9.2% · long · since 2025-06-30
  • TJX · 5.5% · long · since 2025-06-30
  • JNJ · 5.3% · long · since 2025-06-30
  • BRK-B · 5.1% · long · since 2025-06-30
  • FAST · 5.1% · long · since 2025-06-30
  • APH · 4.0% · long · since 2025-06-30
  • 02079K107 · 3.6% · long · since 2025-06-30
  • A · 3.2% · long · since 2025-06-30
  • 22160K105 · 3.1% · long · since 2025-06-30
  • NDSN · 3.1% · long · since 2025-06-30
  • WCN · 2.8% · long · since 2025-06-30
  • IDXX · 2.8% · long · since 2025-06-30

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