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Harvey Partners, LLC 13F holdings

Filed 2026-08-14 · Harvey Partners, LLC · 48 positions · $1.5B

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TickerCompanySharesValue% of portfolio
NPOENPRO INC207.6K$78.2M5.4%
MTRNMATERION CORP220.1K$65.4M4.5%
MKSIMKS INC.141.1K$62.7M4.3%
NGVTINGEVITY CORP734.3K$54.8M3.8%
ADEAADEIA INC1.6M$53.4M3.7%
LFUSLITTELFUSE INC112.5K$51.2M3.5%
MLMMARTIN MARIETTA MATLS INC87.0K$50.2M3.4%
AZZAZZ INC323.1K$50.1M3.4%
WCNWASTE CONNECTIONS INC287.1K$47.9M3.3%
NOVTNOVANTA INC294.1K$47.7M3.3%
BWXTBWX TECHNOLOGIES INC243.1K$47.3M3.2%
THRMGENTHERM INC1.3M$45.2M3.1%
BVBRIGHTVIEW HLDGS INC3.1M$43.6M3.0%
ASTEASTEC INDS INC674.0K$41.2M2.8%
BALLBALL CORP653.3K$40.8M2.8%
BATRKATLANTA BRAVES HLDGS INC756.8K$39.3M2.7%
POOLPOOL CORP174.1K$37.4M2.6%
SMGSCOTTS MIRACLE-GRO CO542.7K$37.0M2.5%
CTSCTS CORP545.2K$35.5M2.4%
AWIARMSTRONG WORLD INDS INC NEW205.1K$32.9M2.3%
ULSUL SOLUTIONS INC320.7K$32.7M2.2%
CWSTCASELLA WASTE SYS INC310.1K$30.1M2.1%
CECOCECO ENVIRONMENTAL CORP311.1K$28.2M1.9%
RTORENTOKIL INITIAL PLC984.0K$28.2M1.9%
VPGVISHAY PRECISION GROUP INC177.7K$26.6M1.8%
—MANCHESTER UTD PLC NEW1.1M$25.9M1.8%
KNKNOWLES CORP613.8K$25.5M1.7%
—ICHOR HOLDINGS205.9K$23.1M1.6%
BCPCBALCHEM CORP136.1K$23.0M1.6%
LASRNLIGHT INC302.7K$21.1M1.4%
NOKNOKIA CORP1.5M$19.3M1.3%
CTASCINTAS CORP111.5K$19.0M1.3%
IWMISHARES TR60.0K$18.0M1.2%
FWONKLIBERTY MEDIA CORP DEL174.0K$16.6M1.1%
SITESITEONE LANDSCAPE SUPPLY INC144.1K$16.5M1.1%
PANWPALO ALTO NETWORKS INC48.0K$16.4M1.1%
AINALBANY INTL CORP218.1K$16.2M1.1%
—RISKIFIED LTD3.2M$16.0M1.1%
CALXCALIX INC420.5K$15.7M1.1%
WHWYNDHAM HOTELS & RESORTS INC157.6K$13.3M0.9%
SPYSTATE STR SPDR S&P 500 ETF T15.0K$11.2M0.8%
MTRXMATRIX SVC CO815.0K$11.2M0.8%
FNDFLOOR & DECOR HLDGS INC155.6K$9.2M0.6%
FWONALIBERTY MEDIA CORP DEL102.1K$8.9M0.6%
—ORION S.A.1.2M$7.9M0.5%
AADXAPPLIED AEROSPACE & DEFENSE329.2K$7.5M0.5%
APLDAPPLIED DIGITAL CORP150.0K$5.6M0.4%
CHKPCHECK POINT SOFTWARE TECH LT41.5K$5.5M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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