Harvey Partners, LLC
CIK: 0001406484SEC EDGAR →
Portfolio Value
$1.1B
Holdings
44
As of
Q4 2025
New Positions
5
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ENPRO INC | 249,173 | $53.4M | 4.73% |
| 2 | GREAT LAKES DREDGE & DOCK | 3,703,215 | $48.6M | 4.31% |
| 3 | MKS INC. | 289,197 | $46.2M | 4.10% |
| 4 | ADEIA INC | 2,616,383 | $45.1M | 4.00% |
| 5 | NLIGHT INC | 1,202,502 | $45.1M | 4.00% |
| 6 | BWX TECHNOLOGIES INC | 251,472 | $43.5M | 3.85% |
| 7 | MATERION CORP | 319,500 | $39.7M | 3.52% |
| 8 | WASTE CONNECTIONS INC | 224,159 | $39.3M | 3.48% |
| 9 | AZZ INC | 364,585 | $39.1M | 3.46% |
| 10 | GENTHERM INC | 1,046,499 | $38.1M | 3.37% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 13 | $424.8M | 37.6% |
| Technology | 16 | $354.9M | 31.4% |
| Basic Materials | 6 | $152.2M | 13.5% |
| Unknown | 2 | $74.2M | 6.6% |
| Communication Services | 2 | $46.8M | 4.2% |
| Financial Services | 3 | $25.9M | 2.3% |
| Energy | 1 | $25.7M | 2.3% |
| Consumer Cyclical | 1 | $24.0M | 2.1% |