Harvey Partners, LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$78.8B
Holdings
26
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OECORION ENGINEERED CARBONS S A | 420,000 | $10.8B | 13.65% | |
| 2 | —MAXAR TECHNOLOGIES LTD | 83,900 | $5.4B | 6.85% | |
| 3 | VPGVISHAY PRECISION GROUP INC | 212,500 | $5.3B | 6.78% | |
| 4 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 100,000 | $5.1B | 6.51% | |
| 5 | ENQENTEGRIS INC | 165,000 | $5.0B | 6.38% | |
| 6 | —GTT COMMUNICATIONS INC | 100,000 | $4.7B | 5.96% | |
| 7 | ODCOIL DRI CORP AMER | 105,000 | $4.4B | 5.53% | |
| 8 | BWXTBWX TECHNOLOGIES INC | 62,500 | $3.8B | 4.80% | |
| 9 | INTCINTEL CORP | 80,000 | $3.7B | 4.69% | |
| 10 | GWRUSDGENESEE & WYO INC | 37,000 | $2.9B | 3.70% | |
| 11 | FMCF M C CORP | 28,500 | $2.7B | 3.42% | |
| 12 | KOPKOPPERS HOLDINGS INC | 50,000 | $2.5B | 3.23% | |
| 13 | GSMFERROGLOBE PLC | 150,000 | $2.4B | 3.08% | |
| 14 | AAWWUSDATLAS AIR WORLDWIDE HLDGS IN | 41,000 | $2.4B | 3.05% | |
| 15 | BBBLACKBERRY LTD | 210,000 | $2.3B | 2.98% | |
| 16 | ASPNASPEN AEROGELS INC | 480,000 | $2.3B | 2.97% | |
| 17 | IVCUSDINVACARE CORP | 127,000 | $2.1B | 2.72% | |
| 18 | —LIMELIGHT NETWORKS INC | 420,000 | $1.9B | 2.35% | |
| 19 | —FGL HLDINGS | 133,000 | $1.3B | 1.70% | |
| 20 | VYXNCR CORP NEW | 37,500 | $1.3B | 1.62% | |
| 21 | —MILACRON HLDGS CORP | 65,000 | $1.2B | 1.58% | |
| 22 | HEESEURH & E EQUIPMENT SERVICES INC | 30,000 | $1.2B | 1.55% | |
| 23 | —CONDOR HOSPITALITY TR INC | 100,032 | $995.0M | 1.26% | |
| 24 | POWLPOWELL INDS INC | 27,626 | $791.0M | 1.00% | |
| 25 | SSTISHOTSPOTTER INC | 55,543 | $780.0M | 0.99% | |
| 26 | —FGL HLDGS | 66,500 | $670.0M | 0.85% | |
| 27 | GNTXGENTEX CORP | 30,000 | $629.0M | 0.80% |