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Harvey Partners, LLC

All holdings · as of Dec 31, 2025

43 positions

CompanyClassValueShares% of portfolio
Enpro Inc$53.36M249,1734.8%
Great Lakes Dredge & Dock Corp$48.59M3,703,2154.4%
MKS Inc$46.21M289,1974.1%
Adeia Inc.$45.13M2,616,3834.1%
NLIGHT, INC.$45.11M1,202,5024.0%
BWX Technologies, Inc.$43.46M251,4723.9%
Materion Corp$39.72M319,5003.6%
Waste Connections Inc$39.31M224,1593.5%
AZZ INC$39.08M364,5853.5%
Gentherm Inc$38.06M1,046,4993.4%
Ingevity Corp$37.25M629,4303.3%
Novanta Inc$36.17M304,0003.2%
BrightView Holdings, Inc.$33.06M2,609,0003.0%
ARMSTRONG WORLD INDUSTRIES INC$32.78M171,5472.9%
MARTIN MARIETTA MATERIALS INC$31.84M51,1352.9%
LITTELFUSE INC /DE$29.72M117,5002.7%
Atlanta Braves Holdings, Inc.$29.27M742,0462.6%
Thermon Group Holdings, Inc.$28.69M772,0702.6%
CALIX, INC$28.25M533,7322.5%
ASTEC INDUSTRIES INC$26.93M621,7002.4%
RENTOKIL INITIAL PLC$26.11M886,1692.3%
DNOW Inc.$25.70M1,939,3992.3%
UL Solutions Inc.$24.27M307,7582.2%
BALL Corp$23.97M452,5002.2%
CTS Corp$23.32M544,0442.1%
Check Point Software Technologies Ltd$22.84M123,1012.1%
NOKIA CORP$21.60M3,337,7821.9%
CYBERARK SOFTWARE LTD$19.73M44,2351.8%
CASELLA WASTE SYSTEMS INC$19.21M196,1421.7%
BALCHEM CORP$17.79M116,0001.6%
MANCHESTER UTD PLC NEW$17.57M1,103,4091.6%
RISKIFIED LTD.$15.38M3,095,4771.4%
Vishay Precision Group, Inc.$14.69M381,5731.3%
Knowles Corp$13.98M652,5001.3%
Varonis Systems Inc$13.32M406,0851.2%
SCOTTS MIRACLE-GRO CO$12.84M220,0001.2%
ORION S.A.$12.72M2,409,4151.1%
MATRIX SERVICE COMPANY$9.98M852,6780.9%
VANGUARD INDEX FDS$8.91M14,2000.8%
ICHOR HOLDINGS, LTD.$8.89M482,5000.8%
Applied Digital Corp$6.13M250,0000.6%
MIAMI INTERNATIONAL HOLDINGS, INC.MIAXCommon Stock$2.22M50,0000.2%
Neptune Insurance Holdings Inc.NPCommon Stock$583.2K20,0000.1%
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