Harvey Partners, LLC
Top Portfolio Positions
44 positions ·
$1,213,898,419 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VPG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,436,212 | 401,571 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,690,560 | 381,573 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,922,600 | 372,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,617,848 | 306,685 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,347,450 | 305,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,364,530 | 399,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,334,100 | 399,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,326,540 | 503,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,806,320 | 504,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,130,305 | 561,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,280,330 | 663,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,649,025 | 663,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,707,760 | 663,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $27,333,589 | 707,208 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,961,840 | 776,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,604,880 | 776,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,647,000 | 580,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,144,960 | 408,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,405,285 | 270,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,054,640 | 266,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,086,300 | 230,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,830,215 | 216,970 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,747,360 | 148,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,637,840 | 148,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,943,250 | 445,381 | Shares | Sole | 2020-06-23 | |
| No 13F history on record for this holder in this stock. | ||||||