Harvey Partners, LLC
- SEC CIK
- 0001406484
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 33
- +2 vs. Q4 2021
- Portfolio value
- $401.4M
- +$179.7M (+81.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UISUnisys Corp | COM NEW | 1,198,000 | $25.9M | 6.4% | +535,000+80.7% | Added | History |
| VMIValmont Industries Inc | COM | 89,000 | $21.2M | 5.3% | +62,000+229.6% | Added | History |
| Tufin Software TechnologieM8893U102 | SHS | 2,104,000 | $18.8M | 4.7% | +1,035,675+96.9% | Added | – |
| VPGVishay Precision Group, Inc. | COM | 580,000 | $18.6M | 4.6% | +172,000+42.2% | Added | History |
| ADEAAdeia Inc. | COM | 1,033,000 | $17.9M | 4.5% | +504,000+95.3% | Added | History |
| CCKCrown Holdings, Inc. | COM | 138,000 | $17.3M | 4.3% | +63,000+84.0% | Added | History |
| CBTCabot Corp | COM | 237,500 | $16.2M | 4.0% | +57,500+31.9% | Added | History |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 1,140,000 | $16.0M | 4.0% | +570,352+100.1% | Added | History |
| NPOEnpro Inc. | COM | 161,500 | $15.8M | 3.9% | +74,500+85.6% | Added | History |
| OECOrion S.A. | COM | 963,500 | $15.4M | 3.8% | +525,500+120.0% | Added | History |
| SUMSummit Materials, Inc. | CL A | 493,500 | $15.3M | 3.8% | +289,000+141.3% | Added | History |
| FFord Motor Co | Stock | 887,000 | $15.0M | 3.7% | +284,000+47.1% | Added | History |
| MRCMRC Global Inc. | COM | 1,238,500 | $14.8M | 3.7% | +460,500+59.2% | Added | History |
| THRThermon Group Holdings, Inc. | COM | 906,500 | $14.7M | 3.7% | +415,500+84.6% | Added | History |
| HBIOHarvard Bioscience Inc | COM | 2,226,000 | $13.8M | 3.4% | +961,000+76.0% | Added | History |
| ADIAnalog Devices Inc | Stock | 75,500 | $12.5M | 3.1% | +37,500+98.7% | Added | History |
| SEESealed Air Corp | COM | 173,000 | $11.6M | 2.9% | +74,000+74.7% | Added | History |
| CMPCompass Minerals International Inc | Stock | 182,000 | $11.4M | 2.8% | +76,000+71.7% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 204,500 | $11.0M | 2.7% | +118,500+137.8% | Added | History |
| CTSCTS Corp | COM | 297,500 | $10.5M | 2.6% | +131,500+79.2% | Added | History |
| Neenah Inc640079109 | COM | 226,500 | $8.98M | 2.2% | +124,500+122.1% | Added | – |
| MTRXMatrix Service Co | COM | 1,073,000 | $8.82M | 2.2% | +569,000+112.9% | Added | History |
| SONOSonos Inc | COM | 312,000 | $8.80M | 2.2% | +312,000 | New | History |
| EVBGEverbridge, Inc. | COM | 192,000 | $8.38M | 2.1% | +192,000 | New | History |
| TTSHTile Shop Holdings, Inc. | COM | 1,230,000 | $8.06M | 2.0% | +345,000+39.0% | Added | History |
| ADTNADTRAN Holdings, Inc. | COM | 423,000 | $7.80M | 1.9% | +246,000+139.0% | Added | History |
| DOLEDole plc | ORD SHS | 623,000 | $7.72M | 1.9% | +623,000 | New | History |
| ARRYArray Technologies, Inc. | COM SHS | 644,000 | $7.26M | 1.8% | +355,000+122.8% | Added | History |
| MANUManchester United plc | ORD CL A | 500,000 | $7.24M | 1.8% | +500,000 | New | History |
| BWBabcock & Wilcox Enterprises, Inc. | COM | 695,000 | $5.67M | 1.4% | +318,000+84.4% | Added | History |
| AZZAzz Inc | COM | 111,000 | $5.36M | 1.3% | +93,000+516.7% | Added | History |
| ASPNAspen Aerogels Inc | COM | 80,000 | $2.76M | 0.7% | 00.0% | Unchanged | History |
| APRNBlue Apron Holdings, Inc. | CL A NEW | 200,000 | $810.0K | 0.2% | −200,000−50.0% | Reduced | History |
Options (2)
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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | – | $2.26M |
| ARK Innovation ETF00214Q104 | ETF | – | $1.99M |
Sold out since Q4 2021 (2)
Positions held at the end of Q4 2021 that are gone from this filing.