Harvey Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.26B
Q ending 2026-03-31
Prior quarter
$1.13B
Q ending 2025-12-31
Change
+11.3% QoQ · +46.5% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Adeia Inc | ADEA | Shares | $66.2M | 2.8M |
| Enpro Inc | NPO | Shares | $63.5M | 254K |
| Mks Inc. | MKSI | Shares | $55.9M | 243K |
| Ingevity Corp | NGVT | Shares | $53.0M | 744K |
| Bwx Technologies Inc | BWXT | Shares | $52.2M | 255K |
| Azz Inc | AZZ | Shares | $44.0M | 352K |
| Materion Corp | MTRN | Shares | $42.4M | 293K |
| Waste Connections Inc | WCN | Shares | $42.0M | 259K |
| Littelfuse Inc | LFUS | Shares | $41.2M | 122K |
| Novanta Inc | NOVT | Shares | $37.8M | 320K |
| Martin Marietta Matls Inc | MLM | Shares | $37.6M | 64K |
| Astec Inds Inc | ASTE | Shares | $36.2M | 672K |
| Brightview Hldgs Inc | BV | Shares | $34.6M | 2.9M |
| Atlanta Braves Hldgs Inc | BATRK | Shares | $34.4M | 806K |
| Gentherm Inc | THRM | Shares | $34.3M | 1.2M |
| Ball Corp | BALL | Shares | $33.1M | 560K |
| Thermon Group Hldgs Inc | 8TG | Shares | $32.6M | 647K |
| Armstrong World Inds Inc New | AWI | Shares | $32.3M | 196K |
| Rentokil Initial Plc | RTO | Shares | $30.7M | 976K |
| Ul Solutions Inc | ULS | Shares | $29.4M | 343K |
| Cts Corp | CTS | Shares | $28.4M | 594K |
| Calix Inc | CALX | Shares | $28.0M | 573K |
| Pool Corp | POOL | Shares | $27.3M | 135K |
| Scotts Miracle-Gro Co | SMG | Shares | $26.6M | 438K |
| Nokia Corp | NOK | Shares | $23.7M | 2.9M |
| Nlight Inc | LASR | Shares | $23.6M | 414K |
| Casella Waste Sys Inc | CWST | Shares | $22.3M | 282K |
| Ichor Holdings | Shares | $21.9M | 469K | |
| Manchester Utd Plc New | Shares | $20.4M | 1.2M | |
| Balchem Corp | BCPC | Shares | $19.5M | 115K |
| Vishay Precision Group Inc | VPG | Shares | $17.4M | 402K |
| Invesco Qqq Tr | QQQ | Put | $17.3M | 30K |
| Knowles Corp | KN | Shares | $17.1M | 665K |
| Check Point Software Tech Lt | Shares | $15.6M | 110K | |
| Palo Alto Networks Inc | PANW | Shares | $14.6M | 91K |
| Riskified Ltd | Shares | $13.3M | 3.4M | |
| Liberty Media Corp Del | FWONK | Shares | $10.5M | 124K |
| Matrix Svc Co | MTRX | Shares | $10.4M | 905K |
| Great Lakes Dredge & Dock Co | GLDD | Shares | $10.4M | 610K |
| Wyndham Hotels & Resorts Inc | WH | Shares | $9.8M | 121K |
| Dnow Inc | DNOW | Shares | $8.7M | 731K |
| Orion S.A. | Shares | $8.5M | 1.3M | |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $8.5M | 13K |
| Ishares Tr | IWM | Put | $8.1M | 33K |
| Liberty Media Corp Del | FWONA | Shares | $4.7M | 60K |
| Applied Digital Corp | APLD | Shares | $3.6M | 150K |
| Varonis Sys Inc | VRNS | Shares | $3.0M | 140K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.