Harvey Partners, LLC
- SEC CIK
- 0001406484
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 41
- 0 vs. Q1 2025
- Portfolio value
- $1.00B
- +$158.4M (+18.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AZZAzz Inc | COM | 600,275 | $56.7M | 5.7% | −46,725−7.2% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 287,500 | $53.7M | 5.4% | +1,500+0.5% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 335,500 | $48.3M | 4.8% | +6,500+2.0% | Added | History |
| BVBrightView Holdings, Inc. | COM | 2,808,000 | $46.8M | 4.7% | +227,500+8.8% | Added | History |
| NPOEnpro Inc. | COM | 238,892 | $45.8M | 4.6% | +8,892+3.9% | Added | History |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 3,733,000 | $45.5M | 4.5% | 00.0% | Unchanged | History |
| ADEAAdeia Inc. | COM | 3,189,944 | $45.1M | 4.5% | +17,444+0.5% | Added | History |
| FAROFaro Technologies Inc | COM | 972,016 | $42.7M | 4.3% | −59,984−5.8% | Reduced | History |
| LASRNlight, Inc. | COM | 2,107,348 | $41.5M | 4.1% | +34,348+1.7% | Added | History |
| AWIArmstrong World Industries Inc | COM | 214,055 | $34.8M | 3.5% | +555+0.3% | Added | History |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 709,386 | $33.2M | 3.3% | +48,386+7.3% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 456,843 | $30.1M | 3.0% | +260,843+133.1% | Added | History |
| RTORentokil Initial PLC | SPONSORED ADR | 1,220,000 | $29.3M | 2.9% | −422,000−25.7% | Reduced | History |
| CALXCalix, Inc | COM | 524,177 | $27.9M | 2.8% | +3,177+0.6% | Added | History |
| MKSIMKS Inc | COM | 269,599 | $26.8M | 2.7% | +8,599+3.3% | Added | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 120,820 | $26.7M | 2.7% | +820+0.7% | Added | History |
| MRCMRC Global Inc. | COM | 1,936,560 | $26.6M | 2.7% | +62,560+3.3% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 47,930 | $26.3M | 2.6% | +19,930+71.2% | Added | History |
| OECOrion S.A. | COM | 2,424,995 | $25.4M | 2.5% | +325,995+15.5% | Added | History |
| NGVTIngevity Corp | COM | 572,047 | $24.6M | 2.5% | +213,547+59.6% | Added | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 334,012 | $24.3M | 2.4% | +2,012+0.6% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 4,203,952 | $21.8M | 2.2% | +26,452+0.6% | Added | History |
| VRNSVaronis Systems Inc | COM | 388,759 | $19.7M | 2.0% | −74,241−16.0% | Reduced | History |
| THRThermon Group Holdings, Inc. | COM | 639,731 | $18.0M | 1.8% | −63,269−9.0% | Reduced | History |
| MANUManchester United plc | ORD CL A | 951,698 | $16.9M | 1.7% | +6,698+0.7% | Added | History |
| THRMGentherm Inc | COM | 593,428 | $16.8M | 1.7% | +73,928+14.2% | Added | History |
| MTRXMatrix Service Co | COM | 1,221,762 | $16.5M | 1.6% | −311,238−20.3% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 39,269 | $16.0M | 1.6% | +269+0.7% | Added | – |
| LFUSLittelfuse Inc | COM | 66,937 | $15.2M | 1.5% | −54,063−44.7% | Reduced | History |
| CWSTCasella Waste Systems Inc | CL A | 130,325 | $15.0M | 1.5% | +130,325 | New | History |
| ASTEAstec Industries Inc | COM | 337,845 | $14.1M | 1.4% | +2,845+0.8% | Added | History |
| RSKDRiskified Ltd. | SHS CL A | 2,569,145 | $12.8M | 1.3% | +16,145+0.6% | Added | History |
| CTSCTS Corp | COM | 282,536 | $12.0M | 1.2% | −54,464−16.2% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,480 | $9.64M | 1.0% | +17,480 | New | – |
| iShares Russell 2000 ETF464287655 | ETF | 40,000 | $8.63M | 0.9% | +40,000 | New | – |
| VPGVishay Precision Group, Inc. | COM | 306,685 | $8.62M | 0.9% | +1,685+0.6% | Added | History |
| VMEOVimeo, Inc. | COMMON STOCK | 1,962,772 | $7.93M | 0.8% | +8,772+0.4% | Added | History |
| SSTISoundthinking, Inc. | COM | 277,107 | $3.62M | 0.4% | +8,107+3.0% | Added | History |
| CPRTCopart Inc | COM | 61,000 | $2.99M | 0.3% | +17,000+38.6% | Added | History |
| APLDApplied Digital Corp. | COM NEW | 250,000 | $2.52M | 0.3% | 00.0% | Unchanged | History |
| HBIOHarvard Bioscience Inc | COM | 2,141,099 | $950.2K | 0.1% | −46,401−2.1% | 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 | $17.9M | – |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.