Harvey Partners as of March 31, 2026
Portfolio Holdings for Harvey Partners
Harvey Partners holds 47 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adeia (ADEA) | 5.3 | $66M | 2.8M | 24.03 | |
| EnPro Industries (NPO) | 5.1 | $64M | 254k | 250.65 | |
| MKS Instruments (MKSI) | 4.5 | $56M | 243k | 229.81 | |
| Ingevity (NGVT) | 4.2 | $53M | 744k | 71.23 | |
| Bwx Technologies (BWXT) | 4.2 | $52M | 255k | 204.49 | |
| AZZ Incorporated (AZZ) | 3.5 | $44M | 352k | 125.13 | |
| Materion Corporation (MTRN) | 3.4 | $42M | 293k | 144.65 | |
| Waste Connections (WCN) | 3.3 | $42M | 259k | 162.44 | |
| Littelfuse (LFUS) | 3.3 | $41M | 122k | 339.35 | |
| Novanta (NOVT) | 3.0 | $38M | 320k | 118.11 | |
| Martin Marietta Materials (MLM) | 3.0 | $38M | 64k | 588.68 | |
| Astec Industries (ASTE) | 2.9 | $36M | 672k | 53.84 | |
| Brightview Holdings (BV) | 2.8 | $35M | 2.9M | 11.79 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 2.7 | $34M | 806k | 42.70 | |
| Gentherm (THRM) | 2.7 | $34M | 1.2M | 27.78 | |
| Ball Corporation (BALL) | 2.6 | $33M | 560k | 59.11 | |
| Thermon Group Holdings (THR) | 2.6 | $33M | 647k | 50.40 | |
| Armstrong World Industries (AWI) | 2.6 | $32M | 196k | 164.80 | |
| Rentokil Initial Sponsored Adr (RTO) | 2.4 | $31M | 976k | 31.48 | |
| Ul Solutions Class A Com Shs (ULS) | 2.3 | $29M | 343k | 85.71 | |
| CTS Corporation (CTS) | 2.3 | $28M | 594k | 47.76 | |
| Calix (CALX) | 2.2 | $28M | 573k | 48.99 | |
| Pool Corporation (POOL) | 2.2 | $27M | 135k | 202.33 | |
| Scotts Miracle-gro Cl A (SMG) | 2.1 | $27M | 438k | 60.81 | |
| Nokia Corp Sponsored Adr (NOK) | 1.9 | $24M | 2.9M | 8.04 | |
| Nlight (LASR) | 1.9 | $24M | 414k | 57.02 | |
| Casella Waste Sys Cl A (CWST) | 1.8 | $22M | 282k | 79.34 | |
| Ichor Holdings SHS (ICHR) | 1.7 | $22M | 469k | 46.61 | |
| Manchester Utd Ord Cl A (MANU) | 1.6 | $20M | 1.2M | 16.82 | |
| Balchem Corporation (BCPC) | 1.5 | $20M | 115k | 169.48 | |
| Vishay Precision (VPG) | 1.4 | $17M | 402k | 43.42 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 1.4 | $17M | 30k | 577.18 | |
| Knowles (KN) | 1.4 | $17M | 665k | 25.68 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.2 | $16M | 110k | 142.85 | |
| Palo Alto Networks (PANW) | 1.2 | $15M | 91k | 160.32 | |
| Riskified Shs Cl A (RSKD) | 1.1 | $13M | 3.4M | 3.92 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $11M | 124k | 85.02 | |
| Matrix Service Company (MTRX) | 0.8 | $10M | 905k | 11.48 | |
| Great Lakes Dredge & Dock Corporation | 0.8 | $10M | 610k | 17.00 | |
| Wyndham Hotels And Resorts (WH) | 0.8 | $9.8M | 121k | 81.23 | |
| Now (DNOW) | 0.7 | $8.7M | 731k | 11.91 | |
| Orion Engineered Carbons (OEC) | 0.7 | $8.5M | 1.3M | 6.50 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $8.5M | 13k | 650.34 | |
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 0.6 | $8.1M | 33k | 248.00 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.4 | $4.7M | 60k | 78.08 | |
| Applied Digital Corp Com New (APLD) | 0.3 | $3.6M | 150k | 23.74 | |
| Varonis Sys (VRNS) | 0.2 | $3.0M | 140k | 21.47 |
