Harvey Investment Co LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Harvey Investment Co LLC, a prominent investment firm, recently released its 13F holdings comparison report for the second and third quarters of 2023. This report provides valuable insights into the changes in holdings of various funds during this period.

In this detailed comparison, we can observe the shifts in the number of shares held and the corresponding value of these holdings. Let's take a closer look at some of the notable changes:

1. OREILLY AUTOMOTIVE INCORPORATE (ORLY):

- The number of shares held by Harvey Investment Co LLC increased from 77,662 to 78,934.

- The value of these holdings dropped from $74,191,000 to $71,740,000.

- This represents a decline of 3.3% in the value of the holdings.

2. BERKSHIRE HATHAWAY INCORPORATE (BRK-B):

- The number of shares held by Harvey Investment Co LLC decreased from 118,437 to 116,290.

- The value of these holdings increased from $40,387,000 to $40,736,000.

- This represents a marginal increase of 0.9% in the value of the holdings.

3. TJX COS INC NEW COM (TJX):

- The number of shares held by Harvey Investment Co LLC increased from 384,901 to 403,001.

- The value of these holdings rose from $32,636,000 to $35,819,000.

- This represents a notable increase of 9.8% in the value of the holdings.

4. VERISK ANALYTICS INCORPORATED (VRSK):

- The number of shares held by Harvey Investment Co LLC increased from 136,545 to 144,755.

- The value of these holdings grew from $30,863,000 to $34,197,000.

- This represents a significant increase of 10.8% in the value of the holdings.

5. JOHNSON & JOHNSON (JNJ):

- The number of shares held by Harvey Investment Co LLC increased from 199,875 to 218,505.

- The value of these holdings increased from $33,083,000 to $34,032,000.

- This represents a modest increase of 2.9% in the value of the holdings.

These are just a few examples of the changes in holdings observed in the 13F comparison report. The full report showcases a comprehensive analysis of the shifts in holdings for a wide range of funds.

Investors and financial professionals eagerly await these reports to gain insights into the investment strategies and trends in the market. Analyzing the changes in holdings allows them to make informed decisions and adjust their own investment portfolios accordingly.

It is important to note that the 13F filing is required by the United States Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. This filing provides transparency and allows investors to track the actions of these institutional investors.

In conclusion, Harvey Investment Co LLC's Q2 2023 vs. Q3 2023 13F Holdings Comparison report offers valuable insights into the changes in holdings for various funds. This information is crucial for investors and professionals in making informed decisions and staying updated with the evolving market trends.

Please note that this article is based on the given data and does not constitute financial advice. Always consult with a certified financial advisor before making any investment decisions.