Harvey Partners, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$857.5B
Holdings
42
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WCNWASTE CONNECTIONS INC | 286,000 | $55.8B | 6.51% | |
| 2 | AZZAZZ INC | 647,000 | $54.1B | 6.31% | |
| 3 | ADEAADEIA INC | 3,172,500 | $41.9B | 4.89% | |
| 4 | RTORENTOKIL INITIAL PLC | 1,642,000 | $37.6B | 4.39% | |
| 5 | NPOENPRO INC | 230,000 | $37.2B | 4.34% | |
| 6 | BVBRIGHTVIEW HLDGS INC | 2,580,500 | $33.1B | 3.86% | |
| 7 | GLDDGREAT LAKES DREDGE & DOCK CO | 3,733,000 | $32.5B | 3.79% | |
| 8 | BWXTBWX TECHNOLOGIES INC | 329,000 | $32.5B | 3.79% | |
| 9 | AWIARMSTRONG WORLD INDS INC NEW | 213,500 | $30.1B | 3.51% | |
| 10 | FAROFARO TECHNOLOGIES INC | 1,032,000 | $28.2B | 3.29% | |
| 11 | CHKPCHECK POINT SOFTWARE TECH LT | 120,000 | $27.4B | 3.19% | |
| 12 | OECORION S.A. | 2,099,000 | $27.1B | 3.17% | |
| 13 | BATRAATLANTA BRAVES HLDGS INC | 661,000 | $26.4B | 3.08% | |
| 14 | LFUSLITTELFUSE INC | 121,000 | $23.8B | 2.78% | |
| 15 | NOKNOKIA CORP | 4,177,500 | $22.0B | 2.57% | |
| 16 | 37MMRC GLOBAL INC | 1,874,000 | $21.5B | 2.51% | |
| 17 | MKSIMKS INSTRS INC | 261,000 | $20.9B | 2.44% | |
| 18 | THRTHERMON GROUP HLDGS INC | 703,000 | $19.6B | 2.28% | |
| 19 | MTRXMATRIX SVC CO | 1,533,000 | $19.1B | 2.22% | |
| 20 | VRNSVARONIS SYS INC | 463,000 | $18.7B | 2.18% | |
| 21 | ULSUL SOLUTIONS INC | 332,000 | $18.7B | 2.18% | |
| 22 | CALXCALIX INC | 521,000 | $18.5B | 2.15% | |
| 23 | LASRNLIGHT INC | 2,073,000 | $16.1B | 1.88% | |
| 24 | ENQENTEGRIS INC | 164,500 | $14.4B | 1.68% | |
| 25 | NGVTINGEVITY CORP | 358,500 | $14.2B | 1.66% | |
| 26 | NDQINVESCO QQQ TR | 30,000 | $14.1B | 1.64% | Put |
| 27 | CTSCTS CORP | 337,000 | $14.0B | 1.63% | |
| 28 | QA4AGENTHERM INC | 519,500 | $13.9B | 1.62% | |
| 29 | MLMMARTIN MARIETTA MATLS INC | 28,000 | $13.4B | 1.56% | |
| 30 | CYBRCYBERARK SOFTWARE LTD | 39,000 | $13.2B | 1.54% | |
| 31 | 0OIASOLARWINDS CORP | 712,000 | $13.1B | 1.53% | |
| 32 | MANUMANCHESTER UTD PLC NEW | 945,000 | $12.4B | 1.44% | |
| 33 | RSKDRISKIFIED LTD | 2,553,000 | $11.8B | 1.38% | |
| 34 | ASTEASTEC INDS INC | 335,000 | $11.5B | 1.35% | |
| 35 | SMGSCOTTS MIRACLE-GRO CO | 196,000 | $10.8B | 1.25% | |
| 36 | SEESEALED AIR CORP NEW | 367,000 | $10.6B | 1.24% | |
| 37 | VMEO*VIMEO INC | 1,954,000 | $10.3B | 1.20% | |
| 38 | VPGVISHAY PRECISION GROUP INC | 305,000 | $7.3B | 0.86% | |
| 39 | SSTISOUNDTHINKING INC | 269,000 | $4.6B | 0.53% | |
| 40 | CPRTCOPART INC | 44,000 | $2.5B | 0.29% | |
| 41 | APLDAPPLIED DIGITAL CORP | 250,000 | $1.4B | 0.16% | |
| 42 | HBIOHARVARD BIOSCIENCE INC | 2,187,500 | $1.2B | 0.14% |