Harvey Investment CO LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $937 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 $104M, Berkshire Hathaway Inc Class B with a value of $51.2M, Tjx Companies Inc with a value of $51.2M, Fastenal CO with a value of $49.8M, and Johnson & Johnson with a value of $37.5M.
Examining the 13F form we can see an increase of $27.2M in the current position value, from $910M to 937M.
Below you can find more details about Harvey Investment CO LLC portfolio as well as his latest detailed transactions.
Portfolio value
$937 Million
Industrials: $233 Million
Healthcare: $217 Million
Consumer Cyclical: $186 Million
Financial Services: $122 Million
Consumer Defensive: $63.9 Million
Technology: $57.5 Million
Communication Services: $27.9 Million
Energy: $15.3 Million
Other: $8.34 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
