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 VRNS
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,005,800 | 140,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,319,588 | 406,085 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,321,326 | 405,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,729,519 | 388,759 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,728,350 | 463,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,259,430 | 501,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,883,000 | 582,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,309,670 | 611,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $39,622,800 | 840,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $46,457,280 | 1,026,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $38,648,370 | 1,265,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,193,200 | 1,208,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,648,630 | 1,063,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,137,000 | 1,050,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,044,300 | 152,500 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||