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Harvey Partners LLC - Jeffrey Moskowitz

Harvey Partners LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Jeffrey Moskowitz

Jeffrey Moskowitz
Harvey Partners LLC

Hedge Fund Manager
Ranked #132 out of 487 Hedge Fund Managers

Portfolio Gain

+143.65%
Since Jan 2016

Sharpe Ratio

2.03
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$943.97M
Jeffrey Moskowitz manages more assets than 37% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+16.79%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
47.94% Industrial Goods
28.86% Technology
12.45% Basic Materials
2.80% Consumer Cyclical
2.36% Energy
1.15% Healthcare
0.39% Communication Services
0.11% Financial
A breakdown of Harvey Partners LLC's portfolio by sector

Harvey Partners LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
AZZ
Not Changed
Industrial Goods
$68.94
($55.78-$82.10)
+8.88%
0.00%
55.55M
5.86%
CTS
Not Changed
Technology
$43.69
($40.09-$47.29)
+12.51%
0.00%
20.00M
2.12%
Enpro
Not Changed
Industrial Goods
$155.32
($140.01-$170.63)
-3.76%
0.00%
38.99M
4.12%
Great Lakes Dredge & Dock
Not Changed
Industrial Goods
$8.39
($7.01-$9.78)
+6.74%
0.00%
29.92M
3.17%
Harvard Bioscience
Not Changed
Healthcare
$4.64
($3.84-$5.44)
-27.36%
0.00%
10.84M
1.15%
BWX Technologies
Reduced
Industrial Goods
$90.94
($74.69-$107.18)
-0.34%
-8.58%
41.56M
4.39%
Chart Industries
Reduced
Industrial Goods
$139.40
($110.18-$168.61)
-1.01%
-33.04%
24.71M
2.62%
Crown Holdings
Sold Out
Consumer Cyclical
$81.38
($69.61-$93.15)
-1.81%
-100.00%
0.00
0.00%
MRC Global
Not Changed
Energy
$11.29
($9.77-$12.81)
+12.89%
0.00%
18.86M
2.00%
Fox Factory Holding
Sold Out
Consumer Cyclical
$57.11
($44.10-$70.13)
-7.82%
-100.00%
0.00
0.00%
See a list of Harvey Partners LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Harvey Partners LLC's performance with other Hedge Funds and the S&P 500

Harvey Partners LLC activity FAQ

What is Harvey Partners LLC’s portfolio gain since Jun 2013?
Harvey Partners LLC’s portfolio gain since Jun 2013 was 143.65%.
    What is Harvey Partners LLC’s Sharpe Ratio?
    Harvey Partners LLC’s Sharpe Ratio is 2.03.
      What is Harvey Partners LLC’s portfolio value?
      Harvey Partners LLC’s portfolio value is $943.97M.
        What is Harvey Partners LLC’s average return since the fund’s last 13F filing?
        Harvey Partners LLC’s average return since the fund’s last 13F filing is 0.08%.
          What was Harvey Partners LLC’s average return in the last 12 months?
          Harvey Partners LLC’s average return in the last 12 months was 13.95%.
            What was Harvey Partners LLC’s average return in the last 3 years?
            Harvey Partners LLC’s average return in the last 3 years was 16.79%.
              When was the most recent most recent 13F form submitted by Harvey Partners LLC?
              Harvey Partners LLC's most recent 13F form was submitted on Mar 31, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Jeffrey Moskowitz Net Worth?
                  Jeffrey Moskowitz is Managing Harvey Partners LLC which has a net worth of $943.97M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Jeffrey Moskowitz and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

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                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.