Harvey Partners, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.1T
Holdings
44
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NPOENPRO INC | 249,000 | $56.3B | 5.00% | |
| 2 | BWXTBWX TECHNOLOGIES INC | 289,500 | $53.4B | 4.75% | |
| 3 | AZZAZZ INC | 485,414 | $53.0B | 4.71% | |
| 4 | GLDDGREAT LAKES DREDGE & DOCK CO | 3,700,551 | $44.4B | 3.94% | |
| 5 | ADEAADEIA INC | 2,614,500 | $43.9B | 3.91% | |
| 6 | LASRNLIGHT INC | 1,397,444 | $41.4B | 3.68% | |
| 7 | BVBRIGHTVIEW HLDGS INC | 2,949,000 | $39.5B | 3.51% | |
| 8 | WCNWASTE CONNECTIONS INC | 224,000 | $39.4B | 3.50% | |
| 9 | MTRNMATERION CORP | 318,000 | $38.4B | 3.42% | |
| 10 | MKSIMKS INC. | 289,000 | $35.8B | 3.18% | |
| 11 | QA4AGENTHERM INC | 1,024,500 | $34.9B | 3.10% | |
| 12 | NGVTINGEVITY CORP | 601,000 | $33.2B | 2.95% | |
| 13 | CALXCALIX INC | 533,500 | $32.7B | 2.91% | |
| 14 | AWIARMSTRONG WORLD INDS INC NEW | 166,300 | $32.6B | 2.90% | |
| 15 | MLMMARTIN MARIETTA MATLS INC | 51,100 | $32.2B | 2.86% | |
| 16 | BATRAATLANTA BRAVES HLDGS INC | 741,500 | $30.8B | 2.74% | |
| 17 | 37MMRC GLOBAL INC | 2,042,286 | $29.4B | 2.62% | |
| 18 | IWMISHARES TR | 120,000 | $29.0B | 2.58% | Put |
| 19 | LFUSLITTELFUSE INC | 108,700 | $28.2B | 2.50% | |
| 20 | SMGSCOTTS MIRACLE-GRO CO | 471,500 | $26.9B | 2.39% | |
| 21 | ULSUL SOLUTIONS INC | 370,000 | $26.2B | 2.33% | |
| 22 | CHKPCHECK POINT SOFTWARE TECH LT | 123,000 | $25.4B | 2.26% | |
| 23 | ASTEASTEC INDS INC | 501,000 | $24.1B | 2.14% | |
| 24 | VRNSVARONIS SYS INC | 405,800 | $23.3B | 2.07% | |
| 25 | RTORENTOKIL INITIAL PLC | 885,000 | $22.3B | 1.99% | |
| 26 | CYBRCYBERARK SOFTWARE LTD | 44,200 | $21.4B | 1.90% | |
| 27 | NDQINVESCO QQQ TR | 34,480 | $20.7B | 1.84% | Put |
| 28 | NOKNOKIA CORP | 4,291,500 | $20.6B | 1.84% | |
| 29 | THRTHERMON GROUP HLDGS INC | 771,500 | $20.6B | 1.83% | |
| 30 | CTSCTS CORP | 493,500 | $19.7B | 1.75% | |
| 31 | CWSTCASELLA WASTE SYS INC | 196,000 | $18.6B | 1.65% | |
| 32 | OECORION S.A. | 2,424,995 | $18.4B | 1.63% | |
| 33 | MANUMANCHESTER UTD PLC NEW | 1,102,500 | $16.7B | 1.48% | |
| 34 | VMEO*VIMEO INC | 1,988,500 | $15.4B | 1.37% | |
| 35 | KNKNOWLES CORP | 622,500 | $14.5B | 1.29% | |
| 36 | RSKDRISKIFIED LTD | 3,093,000 | $14.5B | 1.29% | |
| 37 | VPGVISHAY PRECISION GROUP INC | 372,000 | $11.9B | 1.06% | |
| 38 | MTRXMATRIX SVC CO | 852,381 | $11.1B | 0.99% | |
| 39 | DECKDECKERS OUTDOOR CORP | 100,000 | $10.1B | 0.90% | |
| 40 | APLDAPPLIED DIGITAL CORP | 250,000 | $5.7B | 0.51% | |
| 41 | ICHRICHOR HOLDINGS | 182,000 | $3.2B | 0.28% | |
| 42 | MIAXMIAMI INTL HLDGS INC | 50,000 | $2.0B | 0.18% | |
| 43 | SSTISOUNDTHINKING INC | 149,544 | $1.8B | 0.16% | |
| 44 | HBIOHARVARD BIOSCIENCE INC | 2,050,000 | $898.9M | 0.08% |