Harvey Partners as of Dec. 31, 2025
Portfolio Holdings for Harvey Partners
Harvey Partners holds 44 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| EnPro Industries (NPO) | 4.7 | $53M | 249k | 214.13 | |
| Great Lakes Dredge & Dock Corporation | 4.3 | $49M | 3.7M | 13.12 | |
| MKS Instruments (MKSI) | 4.1 | $46M | 289k | 159.80 | |
| Adeia (ADEA) | 4.0 | $45M | 2.6M | 17.25 | |
| Nlight (LASR) | 4.0 | $45M | 1.2M | 37.51 | |
| Bwx Technologies (BWXT) | 3.9 | $44M | 252k | 172.84 | |
| Materion Corporation (MTRN) | 3.5 | $40M | 320k | 124.32 | |
| Waste Connections (WCN) | 3.5 | $39M | 224k | 175.36 | |
| AZZ Incorporated (AZZ) | 3.5 | $39M | 365k | 107.18 | |
| Gentherm (THRM) | 3.4 | $38M | 1.0M | 36.37 | |
| Ingevity (NGVT) | 3.3 | $37M | 629k | 59.18 | |
| Novanta (NOVT) | 3.2 | $36M | 304k | 118.99 | |
| Brightview Holdings (BV) | 2.9 | $33M | 2.6M | 12.67 | |
| Armstrong World Industries (AWI) | 2.9 | $33M | 172k | 191.10 | |
| Martin Marietta Materials (MLM) | 2.8 | $32M | 51k | 622.66 | |
| Littelfuse (LFUS) | 2.6 | $30M | 118k | 252.92 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 2.6 | $29M | 742k | 39.45 | |
| Thermon Group Holdings (THR) | 2.5 | $29M | 772k | 37.16 | |
| Calix (CALX) | 2.5 | $28M | 534k | 52.93 | |
| Astec Industries (ASTE) | 2.4 | $27M | 622k | 43.32 | |
| Rentokil Initial Sponsored Adr (RTO) | 2.3 | $26M | 886k | 29.46 | |
| Now (DNOW) | 2.3 | $26M | 1.9M | 13.25 | |
| Ul Solutions Class A Com Shs (ULS) | 2.2 | $24M | 308k | 78.86 | |
| Ball Corporation (BALL) | 2.1 | $24M | 453k | 52.97 | |
| CTS Corporation (CTS) | 2.1 | $23M | 544k | 42.87 | |
| Check Point Software Tech Ord (CHKP) | 2.0 | $23M | 123k | 185.56 | |
| Nokia Corp Sponsored Adr (NOK) | 1.9 | $22M | 3.3M | 6.47 | |
| Cyberark Software SHS (CYBR) | 1.7 | $20M | 44k | 446.06 | |
| Casella Waste Sys Cl A (CWST) | 1.7 | $19M | 196k | 97.94 | |
| Balchem Corporation (BCPC) | 1.6 | $18M | 116k | 153.36 | |
| Manchester Utd Ord Cl A (MANU) | 1.6 | $18M | 1.1M | 15.92 | |
| Riskified Shs Cl A (RSKD) | 1.4 | $15M | 3.1M | 4.97 | |
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 1.3 | $15M | 60k | 246.16 | |
| Vishay Precision (VPG) | 1.3 | $15M | 382k | 38.50 | |
| Knowles (KN) | 1.2 | $14M | 653k | 21.43 | |
| Varonis Sys (VRNS) | 1.2 | $13M | 406k | 32.80 | |
| Scotts Miracle-gro Cl A (SMG) | 1.1 | $13M | 220k | 58.35 | |
| Orion Engineered Carbons (OEC) | 1.1 | $13M | 2.4M | 5.28 | |
| Matrix Service Company (MTRX) | 0.9 | $10M | 853k | 11.70 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $8.9M | 14k | 627.13 | |
| Ichor Holdings SHS (ICHR) | 0.8 | $8.9M | 483k | 18.43 | |
| Applied Digital Corp Com New (APLD) | 0.5 | $6.1M | 250k | 24.52 | |
| Miami Intl Hldgs (MIAX) | 0.2 | $2.2M | 50k | 44.38 | |
| Neptune Ins Hldgs Cl A (NP) | 0.1 | $583k | 20k | 29.16 |
