$284 Million is the total value of HARVEY CAPITAL MANAGEMENT INC's 72 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | WELLS FARGO CO NEW DEP SHS P | $14,699,400 | – | 150,000 | +100.0% | 5.17% | – | |
FSLR | New | FIRST SOLAR INC | $5,440,574 | – | 33,669 | +100.0% | 1.92% | – |
NEE | New | NEXTERA ENERGY INC | $5,317,371 | – | 92,815 | +100.0% | 1.87% | – |
HRI | New | HERC HOLDINGS INC | $2,499,643 | – | 21,016 | +100.0% | 0.88% | – |
LMT | New | LOCKHEED MARTIN | $490,752 | – | 1,200 | +100.0% | 0.17% | – |
GVA | New | GRANITE CONSTR INC | $433,428 | – | 11,400 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE COMPUTER INC | 42 | Q3 2023 | 9.0% |
MICROSOFT CORP | 42 | Q3 2023 | 7.8% |
COMCAST CL A VTG | 42 | Q3 2023 | 1.7% |
ISHARES SP 500 INDEX FUND | 42 | Q3 2023 | 1.8% |
SOCIEDAD QUIMICA MINERA DE CHI | 42 | Q3 2023 | 1.0% |
BERKSHIRE HATHAWAY INC. CL-A | 42 | Q3 2023 | 0.4% |
ISHARES SP500/BARRA GROWTH IN | 42 | Q3 2023 | 0.2% |
BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 2.8% |
HONEYWELL INTL INC | 40 | Q3 2023 | 3.2% |
JOHNSON JOHNSON | 40 | Q3 2023 | 0.5% |
View HARVEY CAPITAL MANAGEMENT INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-29 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-04 |
13F-HR/A | 2023-05-17 |
13F-HR | 2023-05-16 |
13F-HR | 2023-02-27 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-08 |
13F-HR | 2022-04-22 |
13F-HR | 2022-02-14 |
View HARVEY CAPITAL MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.