Harvey Partners, LLC

CIK

1406484

Location

Tarrytown, NY

Portfolio Value

Mid $1,203,528,419

Diversification

Diversified

Filing Date

Global Rank

#1,602 / 8,623 ▲ 161 · as of Mar 2026

Top Industry

Specialty Business Services 11.8%

3Y Alpha vs SPY

+1.4%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+72.7%

SPY

+67.9%

Annualised alpha

+1.1%

Max drawdown

−26.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

44 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.5%

+0.4 pts

Top 5

24.2%

+1.6 pts

Top 10

41.4%

−0.1 pts

HHI

303

Diversified−10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	39.6%	$476,624,272	15
Technology	34.2%	$411,330,712	16
Basic Materials	15.6%	$187,527,505	6
Consumer Cyclical	6.4%	$77,197,060	3
Unclassified	2.1%	$25,769,820	2
Communication Services	2.1%	$25,079,050	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
BV	BrightView Holdings, Inc.	+329,000	2,938,000	$34,639,020
RSKD	Riskified Ltd.	+300,523	3,396,000	$13,312,320
SMG	Scotts Miracle-Gro Co	+217,500	437,500	$26,604,375
THRM	Gentherm Inc	+187,001	1,233,500	$34,266,630
ADEA	Adeia Inc.	+138,117	2,754,500	$66,190,635
NGVT	Ingevity Corp	+114,070	743,500	$52,959,505
MANU	Manchester United plc	+109,091	1,212,500	$20,394,250
BALL	BALL Corp	+107,500	560,000	$33,101,600
RTO	Rentokil Initial PLC /Fi	+89,331	975,500	$30,708,740
CWST	Casella Waste Systems Inc	+85,358	281,500	$22,334,210
MTRX	Matrix Service Co	+52,322	905,000	$10,389,400
ASTE	Astec Industries Inc	+50,500	672,200	$36,191,248
CTS	Cts Corp	+50,356	594,400	$28,388,544
CALX	Calix, Inc	+38,768	572,500	$28,046,775
ULS	UL Solutions Inc.	+34,742	342,500	$29,355,675
WCN	Waste Connections, Inc.	+34,341	258,500	$41,990,740
AWI	Armstrong World Industries Inc	+24,453	196,000	$32,300,800
VPG	Vishay Precision Group, Inc.	+19,998	401,571	$17,436,212
NOVT	Novanta Inc	+16,000	320,000	$37,795,200
MLM	Martin Marietta Materials Inc	+12,790	63,925	$37,631,369
KN	Knowles Corp	+12,000	664,500	$17,064,360
NPO	Enpro Inc.	+4,327	253,500	$63,539,775
LFUS	Littelfuse Inc /De	+4,000	121,500	$41,231,025
BWXT	BWX Technologies, Inc.	+3,828	255,300	$52,206,297
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
GLDD	Great Lakes Dredge & Dock CORP	−3,093,215	610,000	$10,370,000
DNOW	DNOW Inc.	−1,208,456	730,943	$8,705,531
OEC	Orion S.A.	−1,105,415	1,304,000	$8,476,000
LASR	Nlight, Inc.	−788,918	413,584	$23,582,559
NOK	Nokia Corp	−392,282	2,945,500	$23,681,820
VRNS	Varonis Systems Inc	−266,085	140,000	$3,005,800
THR	Thermon Group Holdings, Inc.	−125,342	646,728	$32,595,091
APLD	Applied Digital Corp.	−100,000	150,000	$3,561,000
MKSI	Mks Inc	−45,801	243,396	$55,934,834
MTRN	MATERION Corp	−26,379	293,121	$42,399,952
CHKP	Check Point Software Technologies Ltd	−13,601	109,500	$15,642,075
ICHR	Ichor Holdings, Ltd.	−13,321	469,179	$21,868,433
AZZ	Azz Inc	−13,085	351,500	$43,983,195
BCPC	Balchem Corp	−1,200	114,800	$19,456,304
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
POOL	Pool Corp	135,000	$27,314,550
QQQ	Invesco Qqq Trust, Series 1	30,000	$17,315,400
PANW	Palo Alto Networks Inc	91,000	$14,589,120
WH	Wyndham Hotels & Resorts, Inc.	121,000	$9,828,830
SPY	Spdr S&P 500 ETF Trust	13,000	$8,454,420
FWONA	Liberty Media Corp	60,000	$4,684,800
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MIAX	Miami International Holdings, Inc.	50,000	$2,219,000
NP	Neptune Insurance Holdings Inc.	20,000	$583,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $1,203,528,419 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ADEA	Adeia Inc. Technology	Added	2,754,500	+138,117	$66,190,635	+46.7%	5.50%
NPO	Enpro Inc. Industrials	Added	253,500	+4,327	$63,539,775	+19.1%	5.28%
MKSI	Mks Inc Technology	Reduced	243,396	-45,801	$55,934,834	+21.0%	4.65%
NGVT	Ingevity Corp Basic Materials	Added	743,500	+114,070	$52,959,505	+42.2%	4.40%
BWXT	BWX Technologies, Inc. Industrials	Added	255,300	+3,828	$52,206,297	+20.1%	4.34%
AZZ	Azz Inc Industrials	Reduced	351,500	-13,085	$43,983,195	+12.6%	3.65%
MTRN	MATERION Corp Basic Materials	Reduced	293,121	-26,379	$42,399,952	+6.7%	3.52%
WCN	Waste Connections, Inc. Industrials	Added	258,500	+34,341	$41,990,740	+6.8%	3.49%
LFUS	Littelfuse Inc /De Technology	Added	121,500	+4,000	$41,231,025	+38.7%	3.43%
NOVT	Novanta Inc Technology	Added	320,000	+16,000	$37,795,200	+4.5%	3.14%
MLM	Martin Marietta Materials Inc Basic Materials	Added	63,925	+12,790	$37,631,369	+18.2%	3.13%
ASTE	Astec Industries Inc Industrials	Added	672,200	+50,500	$36,191,248	+34.4%	3.01%
BV	BrightView Holdings, Inc. Industrials	Added	2,938,000	+329,000	$34,639,020	+4.8%	2.88%
THRM	Gentherm Inc Consumer Cyclical	Added	1,233,500	+187,001	$34,266,630	−10.0%	2.85%
BALL	BALL Corp Consumer Cyclical	Added	560,000	+107,500	$33,101,600	+38.1%	2.75%
THR	Thermon Group Holdings, Inc. Industrials	Reduced	646,728	-125,342	$32,595,091	+13.6%	2.71%
AWI	Armstrong World Industries Inc Industrials	Added	196,000	+24,453	$32,300,800	−1.5%	2.68%
RTO	Rentokil Initial PLC /Fi Industrials	Added	975,500	+89,331	$30,708,740	+17.6%	2.55%
ULS	UL Solutions Inc. Industrials	Added	342,500	+34,742	$29,355,675	+21.0%	2.44%
CTS	Cts Corp Technology	Added	594,400	+50,356	$28,388,544	+21.7%	2.36%
CALX	Calix, Inc Technology	Added	572,500	+38,768	$28,046,775	−0.7%	2.33%
POOL	Pool Corp Industrials	NEW	135,000	NEW	$27,314,550	NEW	2.27%
SMG	Scotts Miracle-Gro Co Basic Materials	Added	437,500	+217,500	$26,604,375	+107.2%	2.21%
NOK	Nokia Corp Technology	Reduced	2,945,500	-392,282	$23,681,820	+9.7%	1.97%
LASR	Nlight, Inc. Technology	Reduced	413,584	-788,918	$23,582,559	−47.7%	1.96%
CWST	Casella Waste Systems Inc Industrials	Added	281,500	+85,358	$22,334,210	+16.3%	1.86%
ICHR	Ichor Holdings, Ltd. Technology	Reduced	469,179	-13,321	$21,868,433	+145.9%	1.82%
MANU	Manchester United plc Communication Services	Added	1,212,500	+109,091	$20,394,250	+16.1%	1.69%
BCPC	Balchem Corp Basic Materials	Reduced	114,800	-1,200	$19,456,304	+9.4%	1.62%
VPG	Vishay Precision Group, Inc. Technology	Added	401,571	+19,998	$17,436,212	+18.7%	1.45%
QQQ	Invesco Qqq Trust, Series 1 PUT	NEW	30,000	NEW	$17,315,400	NEW	1.44%
KN	Knowles Corp Technology	Added	664,500	+12,000	$17,064,360	+22.0%	1.42%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	109,500	-13,601	$15,642,075	−31.5%	1.30%
PANW	Palo Alto Networks Inc Technology	NEW	91,000	NEW	$14,589,120	NEW	1.21%
RSKD	Riskified Ltd. Technology	Added	3,396,000	+300,523	$13,312,320	−13.5%	1.11%
MTRX	Matrix Service Co Industrials	Added	905,000	+52,322	$10,389,400	+4.1%	0.86%
GLDD	Great Lakes Dredge & Dock CORP Industrials	Reduced	610,000	-3,093,215	$10,370,000	−78.7%	0.86%
WH	Wyndham Hotels & Resorts, Inc. Consumer Cyclical	NEW	121,000	NEW	$9,828,830	NEW	0.82%
DNOW	DNOW Inc. Industrials	Reduced	730,943	-1,208,456	$8,705,531	−66.1%	0.72%
OEC	Orion S.A. Basic Materials	Reduced	1,304,000	-1,105,415	$8,476,000	−33.4%	0.70%
SPY	Spdr S&P 500 ETF Trust	NEW	13,000	NEW	$8,454,420	NEW	0.70%
FWONA	Liberty Media Corp Communication Services	NEW	60,000	NEW	$4,684,800	NEW	0.39%
APLD	Applied Digital Corp. Technology	Reduced	150,000	-100,000	$3,561,000	−41.9%	0.30%
VRNS	Varonis Systems Inc Technology	Reduced	140,000	-266,085	$3,005,800	−77.4%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.