Harvey Partners, LLC

Institutional manager (13F) · CIK 1406484

13F holdings · as of 2026-03-31 · top 45 · reported portfolio $1.2B

#	Issuer	Value	Shares
1	ADEIA INC	$66M	2,754,500
2	ENPRO INC	$64M	253,500
3	MKS INC.	$56M	243,396
4	INGEVITY CORP	$53M	743,500
5	BWX TECHNOLOGIES INC	$52M	255,300
6	AZZ INC	$44M	351,500
7	MATERION CORP	$42M	293,121
8	WASTE CONNECTIONS INC	$42M	258,500
9	LITTELFUSE INC	$41M	121,500
10	NOVANTA INC	$38M	320,000
11	MARTIN MARIETTA MATLS INC	$38M	63,925
12	ASTEC INDS INC	$36M	672,200
13	BRIGHTVIEW HLDGS INC	$35M	2,938,000
14	ATLANTA BRAVES HLDGS INC	$34M	806,000
15	GENTHERM INC	$34M	1,233,500
16	BALL CORP	$33M	560,000
17	THERMON GROUP HLDGS INC	$33M	646,728
18	ARMSTRONG WORLD INDS INC NEW	$32M	196,000
19	RENTOKIL INITIAL PLC	$31M	975,500
20	UL SOLUTIONS INC	$29M	342,500
21	CTS CORP	$28M	594,400
22	CALIX INC	$28M	572,500
23	POOL CORP	$27M	135,000
24	SCOTTS MIRACLE-GRO CO	$27M	437,500
25	NOKIA CORP	$24M	2,945,500
26	NLIGHT INC	$24M	413,584
27	CASELLA WASTE SYS INC	$22M	281,500
28	ICHOR HOLDINGS	$22M	469,179
29	MANCHESTER UTD PLC NEW	$20M	1,212,500
30	BALCHEM CORP	$19M	114,800
31	VISHAY PRECISION GROUP INC	$17M	401,571
32	KNOWLES CORP	$17M	664,500
33	CHECK POINT SOFTWARE TECH LT	$16M	109,500
34	PALO ALTO NETWORKS INC	$15M	91,000
35	RISKIFIED LTD	$13M	3,396,000
36	LIBERTY MEDIA CORP DEL	$10M	123,500
37	MATRIX SVC CO	$10M	905,000
38	GREAT LAKES DREDGE & DOCK CO	$10M	610,000
39	WYNDHAM HOTELS & RESORTS INC	$10M	121,000
40	DNOW INC	$9M	730,943
41	ORION S.A.	$8M	1,304,000
42	STATE STR SPDR S&P 500 ETF T	$8M	13,000
43	LIBERTY MEDIA CORP DEL	$5M	60,000
44	APPLIED DIGITAL CORP	$4M	150,000
45	VARONIS SYS INC	$3M	140,000

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.