Harvey Partners, LLC
- SEC CIK
- 0001406484
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 32
- −1 vs. Q1 2022
- Portfolio value
- $452.8M
- +$51.5M (+12.8%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VMIValmont Industries Inc | COM | 139,000 | $31.2M | 6.9% | +50,000+56.2% | Added | History |
| ADEAAdeia Inc. | COM | 1,603,500 | $23.1M | 5.1% | +570,500+55.2% | Added | History |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 1,762,500 | $23.1M | 5.1% | +622,500+54.6% | Added | History |
| CBTCabot Corp | COM | 360,500 | $23.0M | 5.1% | +123,000+51.8% | Added | History |
| OECOrion S.A. | COM | 1,462,000 | $22.7M | 5.0% | +498,500+51.7% | Added | History |
| VPGVishay Precision Group, Inc. | COM | 776,000 | $22.6M | 5.0% | +196,000+33.8% | Added | History |
| NPOEnpro Inc. | COM | 250,000 | $20.5M | 4.5% | +88,500+54.8% | Added | History |
| CCKCrown Holdings, Inc. | COM | 218,500 | $20.1M | 4.4% | +80,500+58.3% | Added | History |
| THRThermon Group Holdings, Inc. | COM | 1,409,500 | $19.8M | 4.4% | +503,000+55.5% | Added | History |
| MRCMRC Global Inc. | COM | 1,903,500 | $19.0M | 4.2% | +665,000+53.7% | Added | History |
| SUMSummit Materials, Inc. | CL A | 752,000 | $17.5M | 3.9% | +258,500+52.4% | Added | History |
| UISUnisys Corp | COM NEW | 1,441,215 | $17.3M | 3.8% | +243,215+20.3% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 314,000 | $17.3M | 3.8% | +109,500+53.5% | Added | History |
| ADIAnalog Devices Inc | Stock | 117,000 | $17.1M | 3.8% | +41,500+55.0% | Added | History |
| SEESealed Air Corp | COM | 264,500 | $15.3M | 3.4% | +91,500+52.9% | Added | History |
| CTSCTS Corp | COM | 440,000 | $15.0M | 3.3% | +142,500+47.9% | Added | History |
| FFord Motor Co | Stock | 1,125,000 | $12.5M | 2.8% | +238,000+26.8% | Added | History |
| Neenah Inc640079109 | COM | 356,500 | $12.2M | 2.7% | +130,000+57.4% | Added | – |
| CMPCompass Minerals International Inc | Stock | 342,500 | $12.1M | 2.7% | +160,500+88.2% | Added | History |
| ADTNADTRAN Holdings, Inc. | COM | 638,000 | $11.2M | 2.5% | +215,000+50.8% | Added | History |
| MANUManchester United plc | ORD CL A | 963,500 | $10.7M | 2.4% | +463,500+92.7% | Added | History |
| HBIOHarvard Bioscience Inc | COM | 2,865,000 | $10.3M | 2.3% | +639,000+28.7% | Added | History |
| EVBGEverbridge, Inc. | COM | 342,500 | $9.55M | 2.1% | +150,500+78.4% | Added | History |
| SONOSonos Inc | COM | 461,000 | $8.32M | 1.8% | +149,000+47.8% | Added | History |
| DOLEDole plc | ORD SHS | 961,000 | $8.13M | 1.8% | +338,000+54.3% | Added | History |
| MTRXMatrix Service Co | COM | 1,573,000 | $7.96M | 1.8% | +500,000+46.6% | Added | History |
| AZZAzz Inc | COM | 167,000 | $6.82M | 1.5% | +56,000+50.5% | Added | History |
| BWBabcock & Wilcox Enterprises, Inc. | COM | 1,042,000 | $6.28M | 1.4% | +347,000+49.9% | Added | History |
| ARRYArray Technologies, Inc. | COM SHS | 550,000 | $6.05M | 1.3% | −94,000−14.6% | Reduced | History |
| APLDApplied Digital Corp. | COM NEW | 2,705,834 | $2.84M | 0.6% | +2,705,834 | New | History |
| LAMRLamar Advertising Co | REIT | 30,250 | $2.66M | 0.6% | +30,250 | New | History |
| ASPNAspen Aerogels Inc | COM | 55,231 | $546.0K | 0.1% | −24,769−31.0% | Reduced | 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 |
|---|---|---|---|
| ARK Innovation ETF00214Q104 | ETF | $1.99M | – |
Sold out since Q1 2022 (3)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| Tufin Software TechnologieM8893U102 | SHS | 2,104,000 | $18.8M | 4.7% | – |
| TTSHTile Shop Holdings, Inc. | COM | 1,230,000 | $8.06M | 2.0% | History |
| APRNBlue Apron Holdings, Inc. | CL A NEW | 200,000 | $810.0K | 0.2% | History |