Harvey Partners

Latest statistics and disclosures from Harvey Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AZZ, WCN, ADEA, GLDD, RTO, and represent 25.48% of Harvey Partners's stock portfolio.
  • Added to shares of these 10 stocks: CALX (+$15M), DY (+$15M), THRM (+$14M), SPY (+$13M), ENTG (+$12M), SWI (+$8.4M), RTO (+$5.0M), NGVT, CHKP, MLM.
  • Started 6 new stock positions in SPY, ENTG, DY, CALX, THRM, SSTI.
  • Reduced shares in these 10 stocks: HII (-$29M), MCHP (-$21M), SPB (-$20M), , IWM (-$8.8M), CPRT (-$7.8M), BWXT (-$6.1M), RSKD, VRNS, LFUS.
  • Sold out of its positions in GTLS, DRVN, HII, IWM, MCHP, OS, SPB.
  • Harvey Partners was a net buyer of stock by $2.5M.
  • Harvey Partners has $900M in assets under management (AUM), dropping by 2.51%.
  • Central Index Key (CIK): 0001406484

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Portfolio Holdings for Harvey Partners

Harvey Partners holds 42 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
AZZ Incorporated (AZZ) 6.2 $56M +2% 681k 81.92
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Waste Connections (WCN) 5.2 $47M +8% 274k 171.58
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Adeia (ADEA) 4.8 $44M +2% 3.1M 13.98
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Great Lakes Dredge & Dock Corporation (GLDD) 4.6 $42M 3.7M 11.29
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Rentokil Initial Sponsored Adr (RTO) 4.6 $41M +13% 1.6M 25.32
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Summit Matls Cl A 4.5 $41M 808k 50.60
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Bwx Technologies (BWXT) 4.4 $39M -13% 353k 111.39
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EnPro Industries (NPO) 4.2 $38M +2% 218k 172.45
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Brightview Holdings (BV) 3.5 $31M +4% 1.9M 15.99
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Armstrong World Industries (AWI) 3.4 $30M -7% 214k 141.33
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Orion Engineered Carbons (OEC) 3.2 $29M +6% 1.8M 15.79
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Littelfuse (LFUS) 3.1 $28M -9% 120k 235.65
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Vimeo Common Stock (VMEO) 3.0 $27M +4% 4.2M 6.40
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FARO Technologies (FARO) 2.9 $26M +2% 1.0M 25.36
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Atlanta Braves Hldgs Com Ser C (BATRK) 2.5 $23M +16% 593k 38.26
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Varonis Sys (VRNS) 2.5 $22M -13% 501k 44.43
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Thermon Group Holdings (THR) 2.4 $22M -9% 765k 28.77
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Check Point Software Tech Lt Ord (CHKP) 2.3 $20M +25% 110k 186.70
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MKS Instruments (MKSI) 2.2 $20M +11% 190k 104.39
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Nlight (LASR) 2.1 $19M +2% 1.8M 10.49
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Mrc Global Inc cmn (MRC) 2.0 $19M +9% 1.4M 12.78
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Matrix Service Company (MTRX) 2.0 $18M 1.5M 11.97
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CTS Corporation (CTS) 1.9 $17M -7% 323k 52.73
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Ul Solutions Class A Com Shs (ULS) 1.7 $16M +19% 313k 49.88
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Manchester Utd Ord Cl A (MANU) 1.7 $15M +17% 872k 17.35
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Calix (CALX) 1.6 $15M NEW 425k 34.87
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Dycom Industries (DY) 1.6 $15M NEW 85k 174.06
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Gentherm (THRM) 1.5 $14M NEW 349k 39.92
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Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 1.5 $13M NEW 23k 586.08
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Ingevity (NGVT) 1.5 $13M +60% 324k 40.75
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Cyberark Software SHS (CYBR) 1.4 $13M +3% 39k 333.15
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Martin Marietta Materials (MLM) 1.4 $13M +44% 25k 516.50
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Entegris (ENTG) 1.3 $12M NEW 121k 99.06
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Riskified Shs Cl A (RSKD) 1.3 $12M -24% 2.4M 4.73
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Sealed Air (SEE) 1.2 $11M +2% 330k 33.83
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Solarwinds Corp Com New (SWI) 1.2 $11M +392% 739k 14.25
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Astec Industries (ASTE) 1.1 $9.7M +2% 289k 33.60
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Vishay Precision (VPG) 1.0 $9.4M 399k 23.47
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Harvard Bioscience (HBIO) 0.6 $5.7M 2.7M 2.11
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Copart (CPRT) 0.3 $2.5M -75% 44k 57.39
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Applied Digital Corp Com New (APLD) 0.2 $1.9M 250k 7.64
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Shotspotter (SSTI) 0.2 $1.9M NEW 142k 13.06
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Past Filings by Harvey Partners

SEC 13F filings are viewable for Harvey Partners going back to 2010

View all past filings