EdgeMarket › What Harvey Partners, Llc reported owning
What Harvey Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
47Quarter
2026-03-31Shown below
45largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ADEA Adeia Inc. | 66.2M | 5.3% | 2.8M | 26.25 | +80.8% |
| NPO Enpro Inc. | 63.5M | 5.1% | 253.5K | 312.59 | +40.5% |
| MKSI MKS INC | 55.9M | 4.5% | 243.4K | 279.11 | +180.9% |
| NGVT Ingevity Corp | 53.0M | 4.2% | 743.5K | 70.27 | +28.4% |
| BWXT BWX Technologies, Inc. | 52.2M | 4.2% | 255.3K | 156.78 | -4.1% |
| AZZ AZZ INC | 44.0M | 3.5% | 351.5K | 141.28 | +25.2% |
| MTRN MATERION Corp | 42.4M | 3.4% | 293.1K | 231.96 | +111.4% |
| WCN Waste Connections, Inc. | 42.0M | 3.3% | 258.5K | 169.40 | -8.8% |
| LFUS LITTELFUSE INC /DE | 41.2M | 3.3% | 121.5K | 412.26 | +65.4% |
| NOVT NOVANTA INC | 37.8M | 3.0% | 320.0K | 145.24 | +26.1% |
| MLM MARTIN MARIETTA MATERIALS INC | 37.6M | 3.0% | 63.9K | 534.92 | -10.9% |
| ASTE ASTEC INDUSTRIES INC | 36.2M | 2.9% | 672.2K | 43.55 | -1.2% |
| BV BrightView Holdings, Inc. | 34.6M | 2.8% | 2.9M | 11.30 | -22.2% |
| BATRK Atlanta Braves Holdings, Inc. | 34.4M | 2.7% | 806.0K | 51.93 | +19.8% |
| THRM Gentherm Inc | 34.3M | 2.7% | 1.2M | 40.47 | +15.1% |
| BALL BALL Corp | 33.1M | 2.6% | 560.0K | 63.59 | +19.7% |
| unmapped CUSIP 88362T103 | 32.6M | 2.6% | 646.7K | — | — |
| AWI ARMSTRONG WORLD INDUSTRIES INC | 32.3M | 2.6% | 196.0K | 178.54 | -7.9% |
| RTO RENTOKIL INITIAL PLC /FI | 30.7M | 2.4% | 975.5K | 23.65 | -3.5% |
| ULS UL Solutions Inc. | 29.4M | 2.3% | 342.5K | 75.06 | +12.2% |
| CTS CTS CORP | 28.4M | 2.3% | 594.4K | 57.74 | +39.0% |
| CALX CALIX, INC | 28.0M | 2.2% | 572.5K | 40.12 | -29.1% |
| POOL POOL CORP | 27.3M | 2.2% | 135.0K | 187.98 | -40.3% |
| SMG SCOTTS MIRACLE-GRO CO | 26.6M | 2.1% | 437.5K | 61.01 | -0.0% |
| NOK NOKIA CORP | 23.7M | 1.9% | 2.9M | 10.21 | +140.8% |
| LASR NLIGHT, INC. | 23.6M | 1.9% | 413.6K | 47.39 | +82.6% |
| CWST CASELLA WASTE SYSTEMS INC | 22.3M | 1.8% | 281.5K | 92.01 | -9.0% |
| ICHR ICHOR HOLDINGS, LTD. | 21.9M | 1.7% | 469.2K | 60.20 | +255.6% |
| MANU Manchester United plc | 20.4M | 1.6% | 1.2M | 23.75 | +36.6% |
| BCPC BALCHEM CORP | 19.5M | 1.5% | 114.8K | 181.28 | +12.0% |
| VPG Vishay Precision Group, Inc. | 17.4M | 1.4% | 401.6K | 66.61 | +146.3% |
| KN Knowles Corp | 17.1M | 1.4% | 664.5K | 33.32 | +63.8% |
| CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD | 15.6M | 1.2% | 109.5K | 130.55 | -31.0% |
| PANW Palo Alto Networks Inc | 14.6M | 1.2% | 91.0K | 357.87 | +94.0% |
| RSKD RISKIFIED LTD. | 13.3M | 1.1% | 3.4M | 5.90 | +41.8% |
| FWONK Liberty Media Corp | 10.5M | 0.8% | 123.5K | 104.94 | +3.2% |
| MTRX MATRIX SERVICE CO | 10.4M | 0.8% | 905.0K | 11.07 | -24.1% |
| unmapped CUSIP 390607109 | 10.4M | 0.8% | 610.0K | — | — |
| WH WYNDHAM HOTELS & RESORTS, INC. | 9.8M | 0.8% | 121.0K | 74.62 | -13.7% |
| DNOW DNOW Inc. | 8.7M | 0.7% | 730.9K | 15.68 | +4.8% |
| OEC Orion S.A. | 8.5M | 0.7% | 1.3M | 6.12 | -40.5% |
| SPY SPDR S&P 500 ETF TRUST | 8.5M | 0.7% | 13.0K | 765.72 | +20.0% |
| FWONA Liberty Media Corp | 4.7M | 0.4% | 60.0K | 96.52 | +6.5% |
| APLD Applied Digital Corp. | 3.6M | 0.3% | 150.0K | 27.21 | +73.1% |
| VRNS VARONIS SYSTEMS INC | 3.0M | 0.2% | 140.0K | 41.23 | -29.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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