Harvey Partners as of June 30, 2025
Portfolio Holdings for Harvey Partners
Harvey Partners holds 41 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AZZ Incorporated (AZZ) | 5.6 | $57M | 600k | 94.48 | |
| Waste Connections (WCN) | 5.3 | $54M | 288k | 186.72 | |
| Bwx Technologies (BWXT) | 4.7 | $48M | 336k | 144.06 | |
| Brightview Holdings (BV) | 4.6 | $47M | 2.8M | 16.65 | |
| EnPro Industries (NPO) | 4.5 | $46M | 239k | 191.55 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 4.5 | $46M | 3.7M | 12.19 | |
| Adeia (ADEA) | 4.4 | $45M | 3.2M | 14.14 | |
| FARO Technologies (FARO) | 4.2 | $43M | 972k | 43.92 | |
| Nlight (LASR) | 4.1 | $42M | 2.1M | 19.68 | |
| Armstrong World Industries (AWI) | 3.4 | $35M | 214k | 162.44 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 3.3 | $33M | 709k | 46.77 | |
| Scotts Miracle-gro Cl A (SMG) | 3.0 | $30M | 457k | 65.96 | |
| Rentokil Initial Sponsored Adr (RTO) | 2.9 | $29M | 1.2M | 24.00 | |
| Calix (CALX) | 2.7 | $28M | 524k | 53.19 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $28M | 50k | 551.64 | |
| MKS Instruments (MKSI) | 2.6 | $27M | 270k | 99.36 | |
| Check Point Software Tech Lt Ord (CHKP) | 2.6 | $27M | 121k | 221.25 | |
| Mrc Global Inc cmn (MRC) | 2.6 | $27M | 1.9M | 13.71 | |
| Martin Marietta Materials (MLM) | 2.6 | $26M | 48k | 548.96 | |
| Orion Engineered Carbons (OEC) | 2.5 | $25M | 2.4M | 10.49 | |
| Ingevity (NGVT) | 2.4 | $25M | 572k | 43.09 | |
| Ul Solutions Class A Com Shs (ULS) | 2.4 | $24M | 334k | 72.86 | |
| Nokia Corp Sponsored Adr (NOK) | 2.1 | $22M | 4.2M | 5.18 | |
| Varonis Sys (VRNS) | 1.9 | $20M | 389k | 50.75 | |
| Thermon Group Holdings (THR) | 1.8 | $18M | 640k | 28.08 | |
| Manchester Utd Ord Cl A (MANU) | 1.7 | $17M | 952k | 17.81 | |
| Gentherm (THRM) | 1.6 | $17M | 593k | 28.29 | |
| Matrix Service Company (MTRX) | 1.6 | $17M | 1.2M | 13.51 | |
| Cyberark Software SHS (CYBR) | 1.6 | $16M | 39k | 406.88 | |
| Littelfuse (LFUS) | 1.5 | $15M | 67k | 226.73 | |
| Casella Waste Sys Cl A (CWST) | 1.5 | $15M | 130k | 115.38 | |
| Astec Industries (ASTE) | 1.4 | $14M | 338k | 41.69 | |
| Riskified Shs Cl A (RSKD) | 1.3 | $13M | 2.6M | 4.99 | |
| CTS Corporation (CTS) | 1.2 | $12M | 283k | 42.61 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $8.6M | 40k | 215.79 | |
| Vishay Precision (VPG) | 0.8 | $8.6M | 307k | 28.10 | |
| Vimeo Common Stock (VMEO) | 0.8 | $7.9M | 2.0M | 4.04 | |
| Shotspotter (SSTI) | 0.4 | $3.6M | 277k | 13.05 | |
| Copart (CPRT) | 0.3 | $3.0M | 61k | 49.07 | |
| Applied Digital Corp Com New (APLD) | 0.2 | $2.5M | 250k | 10.07 | |
| Harvard Bioscience (HBIO) | 0.1 | $950k | 2.1M | 0.44 |
