Harvey Partners, LLC

CIK Number: 0001406484

1.02B

Market Value

# of Holdings

11 months

Avg. Holding Period

Win Rate

Peformance 3-Years

Main Sectors:

Top Industries:

Filing Date: Aug 14, 2025

Rank	Symbol	Name	Price	% Change	Shares	% Change Shares	Market Value	Avg. Price Paid	% Weight	Asset Type
1	AZZ	AZZ Inc.	108.31	-0.72%	600.27K	-7.22%	56.71M	42.3	5.56%	Share
2	WCN	Waste Connectio...	174.40	+0.79%	287.5K	+0.52%	53.68M	146.83	5.26%	Share
3	BWXT	BWX Technologie...	186.80	+0.59%	335.5K	+1.98%	48.33M	57.83	4.74%	Share
4	BV	BrightView Hold...	13.90	+1.91%	2.81M	+8.82%	46.75M	13.09	4.58%	Share
5	NPO	EnPro Industrie...	228.48	+0.13%	238.89K	+3.87%	45.76M	106.59	4.49%	Share
6	GLDD	Great Lakes Dre...	11.96	+0.84%	3.73M	0.00%	45.51M	9.99	4.46%	Share
7	ADEA	Adeia Inc.	17.29	-0.17%	3.19M	+0.55%	45.11M	10.02	4.42%	Share
8	LASR	nLIGHT, Inc.	30.85	-0.8%	2.11M	+1.66%	41.47M	10.85	4.07%	Share
9	AWI	Armstrong World...	196.90	+0.38%	214.06K	+0.26%	34.77M	80.04	3.41%	Share
10	BATRK	Atlanta Braves ...	41.05	+0.07%	709.39K	+7.32%	33.18M	39.7	3.25%	Share
11	SMG	The Scotts Mira...	57.81	-1.11%	456.84K	+133.08%	30.13M	61.21	2.96%	Share
12	RTO	Rentokil Initia...	26.41	+1.66%	1.22M	-25.7%	29.28M	25.56	2.87%	Share
13	CALX	Calix, Inc.	59.49	-2.4%	524.18K	+0.61%	27.88M	35.09	2.73%	Share
14	MKSI	MKS Inc.	137.86	+0.97%	269.6K	+3.29%	26.79M	100.02	2.63%	Share
15	CHKP	Check Point Sof...	201.57	-1.66%	120.82K	+0.68%	26.73M	155.3	2.62%	Share
16	MRC	MRC Global Inc.	14.93	+3.25%	1.94M	+3.34%	26.55M	9.66	2.60%	Share
17	MLM	Martin Marietta...	634.98	+1.13%	47.93K	+71.18%	26.31M	515.01	2.58%	Share
18	OEC	Orion Engineere...	7.21	-0.55%	2.42M	+15.53%	25.44M	14.74	2.49%	Share
19	NGVT	Ingevity Corpor...	54.98	-2.36%	572.05K	+59.57%	24.65M	40.94	2.42%	Share
20	ULS	UL Solutions In...	72.22	+0.93%	334.01K	+0.61%	24.34M	45.57	2.39%	Share

Page 1 of 2