Harvey Partners, LLC
- SEC CIK
- 0001406484
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 41
- 0 vs. Q4 2024
- Portfolio value
- $843.4M
- −$43.7M (−4.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WCNWaste Connections, Inc. | COM | 286,000 | $55.8M | 6.6% | +12,000+4.4% | Added | History |
| AZZAzz Inc | COM | 647,000 | $54.1M | 6.4% | −34,000−5.0% | Reduced | History |
| ADEAAdeia Inc. | COM | 3,172,500 | $41.9M | 5.0% | +52,500+1.7% | Added | History |
| RTORentokil Initial PLC | SPONSORED ADR | 1,642,000 | $37.6M | 4.5% | +14,500+0.9% | Added | History |
| NPOEnpro Inc. | COM | 230,000 | $37.2M | 4.4% | +12,500+5.7% | Added | History |
| BVBrightView Holdings, Inc. | COM | 2,580,500 | $33.1M | 3.9% | +634,500+32.6% | Added | History |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 3,733,000 | $32.5M | 3.9% | +29,000+0.8% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 329,000 | $32.5M | 3.8% | −24,000−6.8% | Reduced | History |
| AWIArmstrong World Industries Inc | COM | 213,500 | $30.1M | 3.6% | 00.0% | Unchanged | History |
| FAROFaro Technologies Inc | COM | 1,032,000 | $28.2M | 3.3% | +2,500+0.2% | Added | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 120,000 | $27.4M | 3.2% | +10,500+9.6% | Added | History |
| OECOrion S.A. | COM | 2,099,000 | $27.1M | 3.2% | +291,500+16.1% | Added | History |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 661,000 | $26.4M | 3.1% | +68,500+11.6% | Added | History |
| LFUSLittelfuse Inc | COM | 121,000 | $23.8M | 2.8% | +1,000+0.8% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 4,177,500 | $22.0M | 2.6% | +4,177,500 | New | History |
| MRCMRC Global Inc. | COM | 1,874,000 | $21.5M | 2.6% | +430,000+29.8% | Added | History |
| MKSIMKS Inc | COM | 261,000 | $20.9M | 2.5% | +71,500+37.7% | Added | History |
| THRThermon Group Holdings, Inc. | COM | 703,000 | $19.6M | 2.3% | −62,000−8.1% | Reduced | History |
| MTRXMatrix Service Co | COM | 1,533,000 | $19.1M | 2.3% | +11,000+0.7% | Added | History |
| VRNSVaronis Systems Inc | COM | 463,000 | $18.7M | 2.2% | −38,000−7.6% | Reduced | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 332,000 | $18.7M | 2.2% | +19,100+6.1% | Added | History |
| CALXCalix, Inc | COM | 521,000 | $18.5M | 2.2% | +96,000+22.6% | Added | History |
| LASRNlight, Inc. | COM | 2,073,000 | $16.1M | 1.9% | +298,000+16.8% | Added | History |
| ENTGEntegris Inc | COM | 164,500 | $14.4M | 1.7% | +43,500+36.0% | Added | History |
| NGVTIngevity Corp | COM | 358,500 | $14.2M | 1.7% | +34,500+10.6% | Added | History |
| CTSCTS Corp | COM | 337,000 | $14.0M | 1.7% | +14,500+4.5% | Added | History |
| THRMGentherm Inc | COM | 519,500 | $13.9M | 1.6% | +170,500+48.9% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 28,000 | $13.4M | 1.6% | +3,500+14.3% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 39,000 | $13.2M | 1.6% | 00.0% | Unchanged | – |
| SWISolarWinds Corp | COM | 712,000 | $13.1M | 1.6% | −27,000−3.7% | Reduced | History |
| MANUManchester United plc | ORD CL A | 945,000 | $12.4M | 1.5% | +73,500+8.4% | Added | History |
| RSKDRiskified Ltd. | SHS CL A | 2,553,000 | $11.8M | 1.4% | +120,500+5.0% | Added | History |
| ASTEAstec Industries Inc | COM | 335,000 | $11.5M | 1.4% | +46,000+15.9% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 196,000 | $10.8M | 1.3% | +196,000 | New | History |
| SEESealed Air Corp | COM | 367,000 | $10.6M | 1.3% | +37,500+11.4% | Added | History |
| VMEOVimeo, Inc. | COMMON STOCK | 1,954,000 | $10.3M | 1.2% | −2,256,000−53.6% | Reduced | History |
| VPGVishay Precision Group, Inc. | COM | 305,000 | $7.35M | 0.9% | −94,000−23.6% | Reduced | History |
| SSTISoundthinking, Inc. | COM | 269,000 | $4.56M | 0.5% | +127,000+89.4% | Added | History |
| CPRTCopart Inc | COM | 44,000 | $2.49M | 0.3% | 00.0% | Unchanged | History |
| APLDApplied Digital Corp. | COM NEW | 250,000 | $1.41M | 0.2% | 00.0% | Unchanged | History |
| HBIOHarvard Bioscience Inc | COM | 2,187,500 | $1.24M | 0.1% | −495,500−18.5% | 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 |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | $14.1M | – |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.