Harvey Partners, LLC
- SEC CIK
- 0001406484
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 41
- −1 vs. Q3 2024
- Portfolio value
- $887.1M
- +$17.6M (+2.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AZZAzz Inc | COM | 681,000 | $55.8M | 6.3% | +15,000+2.3% | Added | History |
| WCNWaste Connections, Inc. | COM | 274,000 | $47.0M | 5.3% | +21,500+8.5% | Added | History |
| ADEAAdeia Inc. | COM | 3,120,000 | $43.6M | 4.9% | +68,000+2.2% | Added | History |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 3,704,000 | $41.8M | 4.7% | +56,500+1.5% | Added | History |
| RTORentokil Initial PLC | SPONSORED ADR | 1,627,500 | $41.2M | 4.6% | +197,500+13.8% | Added | History |
| SUMSummit Materials, Inc. | CL A | 808,000 | $40.9M | 4.6% | +1,500+0.2% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 353,000 | $39.3M | 4.4% | −55,000−13.5% | Reduced | History |
| NPOEnpro Inc. | COM | 217,500 | $37.5M | 4.2% | +5,000+2.4% | Added | History |
| BVBrightView Holdings, Inc. | COM | 1,946,000 | $31.1M | 3.5% | +76,000+4.1% | Added | History |
| AWIArmstrong World Industries Inc | COM | 213,500 | $30.2M | 3.4% | −17,000−7.4% | Reduced | History |
| OECOrion S.A. | COM | 1,807,500 | $28.5M | 3.2% | +111,500+6.6% | Added | History |
| LFUSLittelfuse Inc | COM | 120,000 | $28.3M | 3.2% | −12,500−9.4% | Reduced | History |
| VMEOVimeo, Inc. | COMMON STOCK | 4,210,000 | $26.9M | 3.0% | +175,000+4.3% | Added | History |
| FAROFaro Technologies Inc | COM | 1,029,500 | $26.1M | 2.9% | +23,500+2.3% | Added | History |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 592,500 | $22.7M | 2.6% | +85,500+16.9% | Added | History |
| VRNSVaronis Systems Inc | COM | 501,000 | $22.3M | 2.5% | −81,000−13.9% | Reduced | History |
| THRThermon Group Holdings, Inc. | COM | 765,000 | $22.0M | 2.5% | −76,055−9.0% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 109,500 | $20.4M | 2.3% | +22,250+25.5% | Added | History |
| MKSIMKS Inc | COM | 189,500 | $19.8M | 2.2% | +19,500+11.5% | Added | History |
| LASRNlight, Inc. | COM | 1,775,000 | $18.6M | 2.1% | +40,000+2.3% | Added | History |
| MRCMRC Global Inc. | COM | 1,444,000 | $18.5M | 2.1% | +120,000+9.1% | Added | History |
| MTRXMatrix Service Co | COM | 1,522,000 | $18.2M | 2.1% | +7,000+0.5% | Added | History |
| CTSCTS Corp | COM | 322,500 | $17.0M | 1.9% | −24,500−7.1% | Reduced | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 312,900 | $15.6M | 1.8% | +51,400+19.7% | Added | History |
| MANUManchester United plc | ORD CL A | 871,500 | $15.1M | 1.7% | +131,500+17.8% | Added | History |
| CALXCalix, Inc | COM | 425,000 | $14.8M | 1.7% | +425,000 | New | History |
| DYDycom Industries Inc | COM | 85,000 | $14.8M | 1.7% | +85,000 | New | History |
| THRMGentherm Inc | COM | 349,000 | $13.9M | 1.6% | +349,000 | New | History |
| NGVTIngevity Corp | COM | 324,000 | $13.2M | 1.5% | +122,000+60.4% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 39,000 | $13.0M | 1.5% | +1,250+3.3% | Added | – |
| MLMMartin Marietta Materials Inc | COM | 24,500 | $12.7M | 1.4% | +7,500+44.1% | Added | History |
| ENTGEntegris Inc | COM | 121,000 | $12.0M | 1.4% | +121,000 | New | History |
| RSKDRiskified Ltd. | SHS CL A | 2,432,500 | $11.5M | 1.3% | −795,000−24.6% | Reduced | History |
| SEESealed Air Corp | COM | 329,500 | $11.1M | 1.3% | +8,000+2.5% | Added | History |
| SWISolarWinds Corp | COM | 739,000 | $10.5M | 1.2% | +589,000+392.7% | Added | History |
| ASTEAstec Industries Inc | COM | 289,000 | $9.71M | 1.1% | +7,000+2.5% | Added | History |
| VPGVishay Precision Group, Inc. | COM | 399,000 | $9.36M | 1.1% | 00.0% | Unchanged | History |
| HBIOHarvard Bioscience Inc | COM | 2,683,000 | $5.66M | 0.6% | −32,000−1.2% | Reduced | History |
| CPRTCopart Inc | COM | 44,000 | $2.53M | 0.3% | −136,000−75.6% | Reduced | History |
| APLDApplied Digital Corp. | COM NEW | 250,000 | $1.91M | 0.2% | 00.0% | Unchanged | History |
| SSTISoundthinking, Inc. | COM | 142,000 | $1.85M | 0.2% | +142,000 | New | 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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $13.3M | – |
Sold out since Q3 2024 (6)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| HIIHuntington Ingalls Industries, Inc. | COM | 108,000 | $28.6M | 3.3% | History |
| MCHPMicrochip Technology Inc | Stock | 256,000 | $20.6M | 2.4% | History |
| SPBSpectrum Brands Holdings, Inc. | COM | 208,500 | $19.8M | 2.3% | History |
| GTLSChart Industries Inc | COM | 81,250 | $10.1M | 1.2% | History |
| OSOneStream, Inc. | CL A | 43,000 | $1.46M | 0.2% | History |
| DRVNDriven Brands Holdings Inc. | COM | 25,000 | $356.8K | <0.1% | History |