Harvey Partners, LLC

CIK

1406484

City

Tarrytown

State / Country

Stock

OEC — Orion S.A.

Top Portfolio Positions

44 positions · $1,213,898,419 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
ADEA	Adeia Inc. Technology	2,754,500	$66,190,635	5.45%
NPO	Enpro Inc. Industrials	253,500	$63,539,775	5.23%
MKSI	Mks Inc Technology	243,396	$55,934,834	4.61%
NGVT	Ingevity Corp Basic Materials	743,500	$52,959,505	4.36%
BWXT	BWX Technologies, Inc. Industrials	255,300	$52,206,297	4.30%
AZZ	Azz Inc Industrials	351,500	$43,983,195	3.62%
MTRN	MATERION Corp Basic Materials	293,121	$42,399,952	3.49%
WCN	Waste Connections, Inc. Industrials	258,500	$41,990,740	3.46%
LFUS	Littelfuse Inc /De Technology	121,500	$41,231,025	3.40%
NOVT	Novanta Inc Technology	320,000	$37,795,200	3.11%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,476,000	1,304,000	-45.9%	Shares	Sole	2026-05-15
2025-12-31	$12,721,711	2,409,415	-0.6%	Shares	Sole	2026-02-17
2025-09-30	$18,381,462	2,424,995	0.0%	Shares	Sole	2025-11-14
2025-06-30	$25,438,197	2,424,995	+15.5%	Shares	Sole	2025-08-14
2025-03-31	$27,140,070	2,099,000	+16.1%	Shares	Sole	2025-05-15
2024-12-31	$28,540,425	1,807,500	+6.6%	Shares	Sole	2025-02-14
2024-09-30	$30,205,760	1,696,000	+9.5%	Shares	Sole	2024-11-14
2024-06-30	$33,996,030	1,549,500	-7.3%	Shares	Sole	2024-08-14
2024-03-31	$39,301,920	1,671,000	+3.1%	Shares	Sole	2024-05-15
2023-12-31	$44,922,600	1,620,000	+2.5%	Shares	Sole	2024-02-14
2023-09-30	$33,643,680	1,581,000	-21.3%	Shares	Sole	2023-11-14
2023-06-30	$42,641,590	2,009,500	-1.0%	Shares	Sole	2023-08-14
2023-03-31	$52,978,354	2,030,600	-2.4%	Shares	Sole	2023-05-15
2022-12-31	$37,044,800	2,080,000	-12.4%	Shares	Sole	2023-02-14
2022-09-30	$31,686,225	2,373,500	+62.3%	Shares	Sole	2022-11-14
2022-06-30	$22,704,860	1,462,000	+51.7%	Shares	Sole	2022-08-15
2022-03-31	$15,387,095	963,500	+120.0%	Shares	Sole	2022-05-16
2021-12-31	$8,041,680	438,000	+53.7%	Shares	Sole	2022-02-14
2021-09-30	$5,195,550	285,000	+21.3%	Shares	Sole	2021-11-15
2021-06-30	$4,462,650	235,000	-22.7%	Shares	Sole	2021-08-16
2021-03-31	$5,994,880	304,000	+5.2%	Shares	Sole	2021-05-17
2020-12-31	$4,953,460	289,000	+48.2%	Shares	Sole	2021-02-16
2020-09-30	$2,439,450	195,000	+18.2%	Shares	Sole	2020-11-16
2020-06-30	$1,747,350	165,000	-60.0%	Shares	Sole	2020-08-14
2020-03-31	$3,077,742	412,566	—	Shares	Sole	2020-06-23
No 13F history on record for this holder in this stock.