Harvey Partners, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Harvey Partners, LLC

CIK Number: 0001406484

1.02B
Market Value
41
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 WCN Waste Connectio...
178.09
+1.07% 286K +4.38% 55.82M 146.62 6.51% Share
2 AZZ AZZ Inc.
119.60
+3.62% 647K -4.99% 54.1M 42.3 6.31% Share
3 ADEA Adeia Inc.
15.66
+3.64% 3.17M +1.68% 41.94M 10 4.89% Share
4 RTO Rentokil Initia...
25.71
+1.38% 1.64M +0.89% 37.6M 25.56 4.39% Share
5 NPO EnPro Industrie...
228.53
+3.39% 230K +5.75% 37.21M 103.31 4.34% Share
6 BV BrightView Hold...
14.15
+2.17% 2.58M +32.61% 33.13M 12.78 3.86% Share
7 GLDD Great Lakes Dre...
12.27
+2.42% 3.73M +0.78% 32.48M 9.99 3.79% Share
8 BWXT BWX Technologie...
170.12
+2.40% 329K -6.8% 32.46M 56.12 3.79% Share
9 AWI Armstrong World...
199.11
+1.74% 213.5K 0.00% 30.08M 79.82 3.51% Share
10 FARO FARO Technologi...
43.99
+0.48% 1.03M +0.24% 28.17M 19.27 3.29% Share
11 CHKP Check Point Sof...
196.54
+1.18% 120K +9.59% 27.35M 154.85 3.19% Share
12 OEC Orion Engineere...
10.33
+1.67% 2.1M +16.13% 27.14M 15.4 3.17% Share
13 BATRK Atlanta Braves ...
42.40
+1.44% 661K +11.56% 26.45M 39.18 3.08% Share
14 LFUS Littelfuse, Inc...
271.17
+2.72% 121K +0.83% 23.81M 246.86 2.78% Share
15 NOK Nokia Oyj
4.61
+0.88% 4.18M +100.00% 22.02M 5.27 2.57% Share
16 MRC MRC Global Inc.
14.83
+1.92% 1.87M +29.78% 21.51M 9.52 2.51% Share
17 MKSI MKS Inc.
116.00
+4.88% 261K +37.73% 20.92M 100.04 2.44% Share
18 THR Thermon Group H...
26.08
+4.40% 703K -8.1% 19.58M 15.56 2.28% Share
19 MTRX Matrix Service ...
13.05
+6.36% 1.53M +0.72% 19.06M 7.31 2.22% Share
20 VRNS Varonis Systems...
57.19
+1.54% 463K -7.58% 18.73M 24.88 2.18% Share
21 ULS UL Solutions In...
68.35
+4.53% 332K +6.10% 18.72M 45.4 2.18% Share
22 CALX Calix, Inc.
63.29
+0.47% 521K +22.59% 18.46M 34.98 2.15% Share
23 LASR nLIGHT, Inc.
29.16
+0.83% 2.07M +16.79% 16.11M 10.7 1.88% Share
24 ENTG Entegris, Inc.
83.53
+5.16% 164.5K +35.95% 14.39M 96 1.68% Share
25 NGVT Ingevity Corpor...
58.74
+2.89% 358.5K +10.65% 14.19M 39.65 1.66% Share
26 QQQ Invesco QQQ Tru...
584.09
+0.58% 30K +100.00% 14.07M 468.92 1.64% Put
27 CTS CTS Corporation
42.77
+3.16% 337K +4.50% 14M 37.16 1.63% Share
28 THRM Gentherm Incorp...
36.01
+2.77% 519.5K +48.85% 13.89M 35.59 1.62% Share
29 MLM Martin Marietta...
630.86
+2.29% 28K +14.29% 13.39M 490.84 1.56% Share
30 CYBR CyberArk Softwa...
471.19
+0.50% 39K 0.00% 13.18M 178.45 1.54% Share
31 SWI SolarWinds Corp...
18.49
0.00% 712K -3.65% 13.12M 14.01 1.53% Share
32 MANU Manchester Unit...
16.20
-1.52% 945K +8.43% 12.37M 15.31 1.44% Share
33 RSKD Riskified Ltd.
4.67
+2.52% 2.55M +4.95% 11.79M 4.79 1.38% Share
34 ASTE Astec Industrie...
47.57
+3.12% 335K +15.92% 11.54M 31.02 1.35% Share
35 SMG The Scotts Mira...
61.72
+1.81% 196K +100.00% 10.76M 54.89 1.25% Share
36 SEE Sealed Air Corp...
33.91
+3.35% 367K +11.38% 10.61M 42.18 1.24% Share
37 VMEO Vimeo, Inc.
7.72
-0.26% 1.95M -53.59% 10.28M 3.87 1.20% Share
38 VPG Vishay Precisio...
31.81
+6.78% 305K -23.56% 7.35M 31.13 0.86% Share
39 SSTI SoundThinking, ...
12.87
+2.71% 269K +89.44% 4.56M 14.9 0.53% Share
40 CPRT Copart, Inc.
48.90
+0.78% 44K 0.00% 2.49M 35.64 0.29% Share
41 APLD Applied Digital...
17.18
+1.18% 250K 0.00% 1.41M 1.05 0.16% Share