Harvey Partners, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.0T
Holdings
41
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AZZAZZ INC | 600,275 | $56.7B | 5.56% | |
| 2 | WCNWASTE CONNECTIONS INC | 287,500 | $53.7B | 5.26% | |
| 3 | BWXTBWX TECHNOLOGIES INC | 335,500 | $48.3B | 4.74% | |
| 4 | BVBRIGHTVIEW HLDGS INC | 2,808,000 | $46.8B | 4.58% | |
| 5 | NPOENPRO INC | 238,892 | $45.8B | 4.49% | |
| 6 | GLDDGREAT LAKES DREDGE & DOCK CO | 3,733,000 | $45.5B | 4.46% | |
| 7 | ADEAADEIA INC | 3,189,944 | $45.1B | 4.42% | |
| 8 | FAROFARO TECHNOLOGIES INC | 972,016 | $42.7B | 4.19% | |
| 9 | LASRNLIGHT INC | 2,107,348 | $41.5B | 4.07% | |
| 10 | AWIARMSTRONG WORLD INDS INC NEW | 214,055 | $34.8B | 3.41% | |
| 11 | BATRAATLANTA BRAVES HLDGS INC | 709,386 | $33.2B | 3.25% | |
| 12 | SMGSCOTTS MIRACLE-GRO CO | 456,843 | $30.1B | 2.96% | |
| 13 | RTORENTOKIL INITIAL PLC | 1,220,000 | $29.3B | 2.87% | |
| 14 | CALXCALIX INC | 524,177 | $27.9B | 2.73% | |
| 15 | NDQINVESCO QQQ TR | 49,980 | $27.6B | 2.70% | Put |
| 16 | MKSIMKS INC. | 269,599 | $26.8B | 2.63% | |
| 17 | CHKPCHECK POINT SOFTWARE TECH LT | 120,820 | $26.7B | 2.62% | |
| 18 | 37MMRC GLOBAL INC | 1,936,560 | $26.6B | 2.60% | |
| 19 | MLMMARTIN MARIETTA MATLS INC | 47,930 | $26.3B | 2.58% | |
| 20 | OECORION S.A. | 2,424,995 | $25.4B | 2.49% | |
| 21 | NGVTINGEVITY CORP | 572,047 | $24.6B | 2.42% | |
| 22 | ULSUL SOLUTIONS INC | 334,012 | $24.3B | 2.39% | |
| 23 | NOKNOKIA CORP | 4,203,952 | $21.8B | 2.14% | |
| 24 | VRNSVARONIS SYS INC | 388,759 | $19.7B | 1.93% | |
| 25 | THRTHERMON GROUP HLDGS INC | 639,731 | $18.0B | 1.76% | |
| 26 | MANUMANCHESTER UTD PLC NEW | 951,698 | $16.9B | 1.66% | |
| 27 | QA4AGENTHERM INC | 593,428 | $16.8B | 1.65% | |
| 28 | MTRXMATRIX SVC CO | 1,221,762 | $16.5B | 1.62% | |
| 29 | CYBRCYBERARK SOFTWARE LTD | 39,269 | $16.0B | 1.57% | |
| 30 | LFUSLITTELFUSE INC | 66,937 | $15.2B | 1.49% | |
| 31 | CWSTCASELLA WASTE SYS INC | 130,325 | $15.0B | 1.47% | |
| 32 | ASTEASTEC INDS INC | 337,845 | $14.1B | 1.38% | |
| 33 | RSKDRISKIFIED LTD | 2,569,145 | $12.8B | 1.26% | |
| 34 | CTSCTS CORP | 282,536 | $12.0B | 1.18% | |
| 35 | IWMISHARES TR | 40,000 | $8.6B | 0.85% | |
| 36 | VPGVISHAY PRECISION GROUP INC | 306,685 | $8.6B | 0.85% | |
| 37 | VMEO*VIMEO INC | 1,962,772 | $7.9B | 0.78% | |
| 38 | SSTISOUNDTHINKING INC | 277,107 | $3.6B | 0.35% | |
| 39 | CPRTCOPART INC | 61,000 | $3.0B | 0.29% | |
| 40 | APLDAPPLIED DIGITAL CORP | 250,000 | $2.5B | 0.25% | |
| 41 | HBIOHARVARD BIOSCIENCE INC | 2,141,099 | $950.2M | 0.09% |