Institutions / Harvey Partners, LLC
Harvey Partners, LLC
CIK 1406484 · Institution · as of Dec 31, 2025
Portfolio value
$1.11B
Positions
43
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| Enpro Inc | $53.36M | 4.8% |
| Great Lakes Dredge & Dock Corp | $48.59M | 4.4% |
| MKS Inc | $46.21M | 4.1% |
| Adeia Inc. | $45.13M | 4.1% |
| Nlight, Inc. | $45.11M | 4.0% |
| BWX Technologies, Inc. | $43.46M | 3.9% |
| Materion Corp | $39.72M | 3.6% |
| Waste Connections Inc | $39.31M | 3.5% |
| Azz Inc | $39.08M | 3.5% |
| Gentherm Inc | $38.06M | 3.4% |
| Ingevity Corp | $37.25M | 3.3% |
| Novanta Inc | $36.17M | 3.2% |
| BrightView Holdings, Inc. | $33.06M | 3.0% |
| Armstrong World Industries Inc | $32.78M | 2.9% |
| Martin Marietta Materials Inc | $31.84M | 2.9% |
| Littelfuse Inc /De | $29.72M | 2.7% |
| Atlanta Braves Holdings, Inc. | $29.27M | 2.6% |
| Thermon Group Holdings, Inc. | $28.69M | 2.6% |
| Calix, Inc | $28.25M | 2.5% |
| Astec Industries Inc | $26.93M | 2.4% |
| Rentokil Initial PLC | $26.11M | 2.3% |
| DNOW Inc. | $25.70M | 2.3% |
| UL Solutions Inc. | $24.27M | 2.2% |
| BALL Corp | $23.97M | 2.2% |
| CTS Corp | $23.32M | 2.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.