Harvey Partners, LLC
Top Portfolio Positions
44 positions ·
$1,203,528,419 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ADEA |
Adeia Inc.
Technology
|
2,754,500 | $66,190,635 | 5.50% |
| NPO |
Enpro Inc.
Industrials
|
253,500 | $63,539,775 | 5.28% |
| MKSI |
Mks Inc
Technology
|
243,396 | $55,934,834 | 4.65% |
| NGVT |
Ingevity Corp
Basic Materials
|
743,500 | $52,959,505 | 4.40% |
| BWXT |
BWX Technologies, Inc.
Industrials
|
255,300 | $52,206,297 | 4.34% |
| AZZ |
Azz Inc
Industrials
|
351,500 | $43,983,195 | 3.65% |
| MTRN |
MATERION Corp
Basic Materials
|
293,121 | $42,399,952 | 3.52% |
| WCN |
Waste Connections, Inc.
Industrials
|
258,500 | $41,990,740 | 3.49% |
| LFUS |
Littelfuse Inc /De
Technology
|
121,500 | $41,231,025 | 3.43% |
| NOVT |
Novanta Inc
Technology
|
320,000 | $37,795,200 | 3.14% |
Portfolio Trend
Holdings in MLM
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,631,369 | 63,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,839,719 | 51,135 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,207,308 | 51,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,311,652 | 47,930 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,387,640 | 28,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,654,250 | 24,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,150,250 | 17,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,787,350 | 45,750 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,776,090 | 48,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,956,400 | 40,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,187,760 | 37,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,081,545 | 30,500 | Shares | Sole | 2023-08-14 | |
| 2020-06-30 | $1,755,845 | 8,500 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,797,685 | 9,500 | Shares | Sole | 2020-06-23 | |
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