Harvey Partners, LLC
- SEC CIK
- 0001406484
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 31
- +1 vs. Q3 2021
- Portfolio value
- $221.6M
- +$89.5M (+67.8%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AZZAzz Inc | COM | 18,000 | $995.0K | 0.4% | 00.0% | Unchanged | History |
| APRNBlue Apron Holdings, Inc. | CL A NEW | 400,000 | $2.69M | 1.2% | 00.0% | Unchanged | History |
| BWBabcock & Wilcox Enterprises, Inc. | COM | 377,000 | $3.40M | 1.5% | +198,900+111.7% | Added | History |
| MTRXMatrix Service Co | COM | 504,000 | $3.79M | 1.7% | +504,000 | New | History |
| ASPNAspen Aerogels Inc | COM | 80,000 | $3.98M | 1.8% | −95,000−54.3% | Reduced | History |
| ADTNADTRAN Holdings, Inc. | COM | 177,000 | $4.04M | 1.8% | +62,000+53.9% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 86,000 | $4.12M | 1.9% | +86,000 | New | History |
| ONTFON24 Inc. | COM | 240,000 | $4.16M | 1.9% | +240,000 | New | History |
| ARRYArray Technologies, Inc. | COM SHS | 289,000 | $4.53M | 2.0% | +78,000+37.0% | Added | History |
| Neenah Inc640079109 | COM | 102,000 | $4.72M | 2.1% | +102,000 | New | – |
| MRCMRC Global Inc. | COM | 778,000 | $5.35M | 2.4% | +298,000+62.1% | Added | History |
| CMPCompass Minerals International Inc | Stock | 106,000 | $5.41M | 2.4% | +36,000+51.4% | Added | History |
| CTSCTS Corp | COM | 166,000 | $6.10M | 2.8% | +61,000+58.1% | Added | History |
| TTSHTile Shop Holdings, Inc. | COM | 885,000 | $6.31M | 2.8% | +280,000+46.3% | Added | History |
| ADIAnalog Devices Inc | Stock | 38,000 | $6.68M | 3.0% | +13,200+53.2% | Added | History |
| SEESealed Air Corp | COM | 99,000 | $6.68M | 3.0% | +33,000+50.0% | Added | History |
| VMIValmont Industries Inc | COM | 27,000 | $6.76M | 3.1% | +9,500+54.3% | Added | History |
| OECOrion S.A. | COM | 438,000 | $8.04M | 3.6% | +153,000+53.7% | Added | History |
| SUMSummit Materials, Inc. | CL A | 204,500 | $8.21M | 3.7% | +69,500+51.5% | Added | History |
| CCKCrown Holdings, Inc. | COM | 75,000 | $8.30M | 3.7% | +75,000 | New | History |
| THRThermon Group Holdings, Inc. | COM | 491,000 | $8.31M | 3.8% | +221,000+81.9% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 40,000 | $8.90M | 4.0% | +40,000 | New | – |
| HBIOHarvard Bioscience Inc | COM | 1,265,000 | $8.92M | 4.0% | +244,964+24.0% | Added | History |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 569,648 | $8.96M | 4.0% | +149,648+35.6% | Added | History |
| NPOEnpro Inc. | COM | 87,000 | $9.58M | 4.3% | +43,000+97.7% | Added | History |
| ADEAAdeia Inc. | COM | 529,000 | $10.0M | 4.5% | +189,000+55.6% | Added | History |
| CBTCabot Corp | COM | 180,000 | $10.1M | 4.6% | +71,000+65.1% | Added | History |
| Tufin Software TechnologieM8893U102 | SHS | 1,068,325 | $11.3M | 5.1% | +342,825+47.3% | Added | – |
| FFord Motor Co | Stock | 603,000 | $12.5M | 5.7% | +208,000+52.7% | Added | History |
| UISUnisys Corp | COM NEW | 663,000 | $13.6M | 6.2% | +285,500+75.6% | Added | History |
| VPGVishay Precision Group, Inc. | COM | 408,000 | $15.1M | 6.8% | +137,500+50.8% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | $13.3M | $11.1M |
Sold out since Q3 2021 (5)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| BLBDBlue Bird Corp | COM | 140,000 | $2.92M | 2.2% | History |
| AFIArmstrong Flooring, Inc. | COM | 650,000 | $2.03M | 1.5% | History |
| MATVMativ Holdings, Inc. | COM | 58,500 | $2.03M | 1.5% | History |
| AIOTPowerfleet, Inc. | COM | 270,000 | $1.81M | 1.4% | History |
| IGICInternational General Insurance Holdings Ltd. | SHS | 164,394 | $1.38M | 1.0% | History |