Harvey Partners as of March 31, 2025
Portfolio Holdings for Harvey Partners
Harvey Partners holds 42 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Waste Connections (WCN) | 6.5 | $56M | 286k | 195.19 | |
| AZZ Incorporated (AZZ) | 6.3 | $54M | 647k | 83.61 | |
| Adeia (ADEA) | 4.9 | $42M | 3.2M | 13.22 | |
| Rentokil Initial Sponsored Adr (RTO) | 4.4 | $38M | 1.6M | 22.90 | |
| EnPro Industries (NPO) | 4.3 | $37M | 230k | 161.79 | |
| Brightview Holdings (BV) | 3.9 | $33M | 2.6M | 12.84 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 3.8 | $33M | 3.7M | 8.70 | |
| Bwx Technologies (BWXT) | 3.8 | $33M | 329k | 98.65 | |
| Armstrong World Industries (AWI) | 3.5 | $30M | 214k | 140.88 | |
| FARO Technologies (FARO) | 3.3 | $28M | 1.0M | 27.30 | |
| Check Point Software Tech Lt Ord (CHKP) | 3.2 | $27M | 120k | 227.92 | |
| Orion Engineered Carbons (OEC) | 3.2 | $27M | 2.1M | 12.93 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 3.1 | $26M | 661k | 40.01 | |
| Littelfuse (LFUS) | 2.8 | $24M | 121k | 196.74 | |
| Nokia Corp Sponsored Adr (NOK) | 2.6 | $22M | 4.2M | 5.27 | |
| Mrc Global Inc cmn (MRC) | 2.5 | $22M | 1.9M | 11.48 | |
| MKS Instruments (MKSI) | 2.4 | $21M | 261k | 80.15 | |
| Thermon Group Holdings (THR) | 2.3 | $20M | 703k | 27.85 | |
| Matrix Service Company (MTRX) | 2.2 | $19M | 1.5M | 12.43 | |
| Varonis Sys (VRNS) | 2.2 | $19M | 463k | 40.45 | |
| Ul Solutions Class A Com Shs (ULS) | 2.2 | $19M | 332k | 56.40 | |
| Calix (CALX) | 2.2 | $19M | 521k | 35.44 | |
| Nlight (LASR) | 1.9 | $16M | 2.1M | 7.77 | |
| Entegris (ENTG) | 1.7 | $14M | 165k | 87.48 | |
| Ingevity (NGVT) | 1.7 | $14M | 359k | 39.59 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 1.6 | $14M | 30k | 468.92 | |
| CTS Corporation (CTS) | 1.6 | $14M | 337k | 41.55 | |
| Gentherm (THRM) | 1.6 | $14M | 520k | 26.74 | |
| Martin Marietta Materials (MLM) | 1.6 | $13M | 28k | 478.13 | |
| Cyberark Software SHS (CYBR) | 1.5 | $13M | 39k | 338.00 | |
| Solarwinds Corp Com New (SWI) | 1.5 | $13M | 712k | 18.43 | |
| Manchester Utd Ord Cl A (MANU) | 1.4 | $12M | 945k | 13.09 | |
| Riskified Shs Cl A (RSKD) | 1.4 | $12M | 2.6M | 4.62 | |
| Astec Industries (ASTE) | 1.3 | $12M | 335k | 34.45 | |
| Scotts Miracle-gro Cl A (SMG) | 1.3 | $11M | 196k | 54.89 | |
| Sealed Air (SEE) | 1.2 | $11M | 367k | 28.90 | |
| Vimeo Common Stock (VMEO) | 1.2 | $10M | 2.0M | 5.26 | |
| Vishay Precision (VPG) | 0.9 | $7.3M | 305k | 24.09 | |
| Shotspotter (SSTI) | 0.5 | $4.6M | 269k | 16.95 | |
| Copart (CPRT) | 0.3 | $2.5M | 44k | 56.59 | |
| Applied Digital Corp Com New (APLD) | 0.2 | $1.4M | 250k | 5.62 | |
| Harvard Bioscience (HBIO) | 0.1 | $1.2M | 2.2M | 0.57 |
