Harvey Partners, LLC 13F Holdings
CIK 0001406484 · NEW YORK, NY
As of Sep 30, 2025, Harvey Partners, LLC reported 44 positions worth
CIK 0001406484 · NEW YORK, NY
As of Sep 30, 2025, Harvey Partners, LLC reported 44 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ENPRO INC | NPO | Industrials | 249,000 | $56.3M | 5.00% |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 289,500 | $53.4M | 4.75% |
| AZZ INC | AZZ | Industrials | 485,414 | $53.0M | 4.71% |
| GREAT LAKES DREDGE & DOCK CORP | GLDD | Industrials | 3,700,551 | $44.4M | 3.94% |
| ADEIA INC | ADEA | Technology | 2,614,500 | $43.9M | 3.91% |
| NLIGHT INC | LASR | Technology | 1,397,444 | $41.4M | 3.68% |
| BRIGHTVIEW HOLDINGS INC | BV | Industrials | 2,949,000 | $39.5M | 3.51% |
| WASTE CONNECTIONS INC | WCN | Industrials | 224,000 | $39.4M | 3.50% |
| MATERION CORP | MTRN | Basic Materials | 318,000 | $38.4M | 3.42% |
| MKS INC | MKSI | Technology | 289,000 | $35.8M | 3.18% |
| GENTHERM INC | THRM | Consumer Cyclical | 1,024,500 | $34.9M | 3.10% |
| INGEVITY CORP | NGVT | Basic Materials | 601,000 | $33.2M | 2.95% |
| CALIX INC | CALX | Technology | 533,500 | $32.7M | 2.91% |
| ARMSTRONG WORLD INDUSTRIES INC | AWI | Basic Materials | 166,300 | $32.6M | 2.90% |
| MARTIN MARIETTA MATERIALS INC | MLM | Basic Materials | 51,100 | $32.2M | 2.86% |
| ATLANTA BRAVES HOLDINGS INC | BATRK | Communication Services | 741,500 | $30.8M | 2.74% |
| MRC GLOBAL INC | MRC | Energy | 2,042,286 | $29.4M | 2.62% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 120,000 | $29.0M | 2.58% |
| LITTELFUSE INC | LFUS | Technology | 108,700 | $28.2M | 2.50% |
| SCOTTS MIRACLE-GRO CO | SMG | Basic Materials | 471,500 | $26.9M | 2.39% |
| UL SOLUTIONS INC | ULS | Industrials | 370,000 | $26.2M | 2.33% |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD | CHKP | Technology | 123,000 | $25.4M | 2.26% |
| ASTEC INDUSTRIES INC | ASTE | Industrials | 501,000 | $24.1M | 2.14% |
| VARONIS SYSTEMS INC | VRNS | Technology | 405,800 | $23.3M | 2.07% |
| RENTOKIL INITIAL PLC | RTO | Industrials | 885,000 | $22.3M | 1.99% |