Harvey Partners, LLC
- SEC CIK
- 0001406484
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 47
- 較 2026 年第 1 季 +2
- 總值
- $14.4 億
- 較 2026 年第 1 季 +$2.11 億 (+17.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NPOEnpro Inc. | COM | 207,593 | $7,825 萬 | 5.4% | −45,907−18.1% | 減碼 | 歷史 |
| MTRNMATERION Corp | COM | 220,068 | $6,545 萬 | 4.5% | −73,053−24.9% | 減碼 | 歷史 |
| MKSIMKS Inc | COM | 141,066 | $6,275 萬 | 4.4% | −102,330−42.0% | 減碼 | 歷史 |
| NGVTIngevity Corp | COM | 734,307 | $5,483 萬 | 3.8% | −9,193−1.2% | 減碼 | 歷史 |
| ADEAAdeia Inc. | COM | 1,622,353 | $5,342 萬 | 3.7% | −1,132,147−41.1% | 減碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 112,547 | $5,125 萬 | 3.6% | −8,953−7.4% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 87,035 | $5,019 萬 | 3.5% | +23,110+36.2% | 加碼 | 歷史 |
| AZZAzz Inc | COM | 323,137 | $5,010 萬 | 3.5% | −28,363−8.1% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 287,122 | $4,786 萬 | 3.3% | +28,622+11.1% | 加碼 | 歷史 |
| NOVTNovanta Inc | COM | 294,122 | $4,772 萬 | 3.3% | −25,878−8.1% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 243,107 | $4,732 萬 | 3.3% | −12,193−4.8% | 減碼 | 歷史 |
| THRMGentherm Inc | COM | 1,326,075 | $4,523 萬 | 3.1% | +92,575+7.5% | 加碼 | 歷史 |
| BVBrightView Holdings, Inc. | COM | 3,078,797 | $4,363 萬 | 3.0% | +140,797+4.8% | 加碼 | 歷史 |
| ASTEAstec Industries Inc | COM | 674,000 | $4,124 萬 | 2.9% | +1,800+0.3% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 653,286 | $4,077 萬 | 2.8% | +93,286+16.7% | 加碼 | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 756,832 | $3,928 萬 | 2.7% | −49,168−6.1% | 減碼 | 歷史 |
| POOLPool Corp | COM | 174,074 | $3,741 萬 | 2.6% | +39,074+28.9% | 加碼 | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 542,727 | $3,697 萬 | 2.6% | +105,227+24.1% | 加碼 | 歷史 |
| CTSCTS Corp | COM | 545,231 | $3,554 萬 | 2.5% | −49,169−8.3% | 減碼 | 歷史 |
| AWIArmstrong World Industries Inc | COM | 205,087 | $3,290 萬 | 2.3% | +9,087+4.6% | 加碼 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 320,656 | $3,266 萬 | 2.3% | −21,844−6.4% | 減碼 | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 310,131 | $3,007 萬 | 2.1% | +28,631+10.2% | 加碼 | 歷史 |
| CECOCeco Environmental Corp | COM | 311,132 | $2,823 萬 | 2.0% | +311,132 | 新進 | 歷史 |
| RTORentokil Initial PLC | SPONSORED ADR | 983,956 | $2,815 萬 | 2.0% | +8,456+0.9% | 加碼 | 歷史 |
| VPGVishay Precision Group, Inc. | COM | 177,659 | $2,663 萬 | 1.8% | −223,912−55.8% | 減碼 | 歷史 |
| MANUManchester United plc | ORD CL A | 1,127,547 | $2,585 萬 | 1.8% | −84,953−7.0% | 減碼 | 歷史 |
| KNKnowles Corp | COM | 613,805 | $2,546 萬 | 1.8% | −50,695−7.6% | 減碼 | 歷史 |
| ICHRIchor Holdings, Ltd. | SHS | 205,874 | $2,312 萬 | 1.6% | −263,305−56.1% | 減碼 | 歷史 |
| BCPCBalchem Corp | COM | 136,057 | $2,299 萬 | 1.6% | +21,257+18.5% | 加碼 | 歷史 |
| LASRNlight, Inc. | COM | 302,711 | $2,107 萬 | 1.5% | −110,873−26.8% | 減碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 1,454,626 | $1,932 萬 | 1.3% | −1,490,874−50.6% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 111,547 | $1,897 萬 | 1.3% | +111,547 | 新進 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 174,000 | $1,655 萬 | 1.1% | +50,500+40.9% | 加碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 144,059 | $1,648 萬 | 1.1% | +144,059 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 48,000 | $1,637 萬 | 1.1% | −43,000−47.3% | 減碼 | 歷史 |
| AINAlbany International Corp | CL A | 218,090 | $1,625 萬 | 1.1% | +218,090 | 新進 | 歷史 |
| RSKDRiskified Ltd. | SHS CL A | 3,165,547 | $1,595 萬 | 1.1% | −230,453−6.8% | 減碼 | 歷史 |
| CALXCalix, Inc | COM | 420,500 | $1,569 萬 | 1.1% | −152,000−26.6% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 157,567 | $1,327 萬 | 0.9% | +36,567+30.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,000 | $1,120 萬 | 0.8% | +2,000+15.4% | 加碼 | 歷史 |
| MTRXMatrix Service Co | COM | 815,023 | $1,117 萬 | 0.8% | −89,977−9.9% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 155,566 | $923.4 萬 | 0.6% | +155,566 | 新進 | 歷史 |
| FWONALiberty Media Corp | COM LBTY ONE S A | 102,119 | $893.9 萬 | 0.6% | +42,119+70.2% | 加碼 | 歷史 |
| OECOrion S.A. | COM | 1,190,579 | $789.4 萬 | 0.5% | −113,421−8.7% | 減碼 | 歷史 |
| AADXApplied Aerospace & Defense, Inc. | COMMON STOCK | 329,178 | $749.9 萬 | 0.5% | +329,178 | 新進 | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 150,000 | $559.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 41,500 | $545.4 萬 | 0.4% | −68,000−62.1% | 減碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | $1,803 萬 | – |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。