§ 13F · FUND PROFILE
Harvey Partners, LLC.
AUM · $1.5B (13F)Positions · 48Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$97M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NPO | ENPRO INC | 208K | $78M | 5.4% | −18% |
| 2 | MTRN | MATERION CORP | 220K | $65M | 4.5% | −25% |
| 3 | MKSI | MKS INC. | 141K | $63M | 4.3% | −42% |
| 4 | NGVT | INGEVITY CORP | 734K | $55M | 3.8% | −1% |
| 5 | ADEA | ADEIA INC | 1.62M | $53M | 3.7% | −41% |
| 6 | LFUS | LITTELFUSE INC | 113K | $51M | 3.5% | −7% |
| 7 | MLM | MARTIN MARIETTA MATLS INC | 87K | $50M | 3.4% | +36% |
| 8 | AZZ | AZZ INC | 323K | $50M | 3.4% | −8% |
| 9 | WCN | WASTE CONNECTIONS INC | 287K | $48M | 3.3% | +11% |
| 10 | NOVT | NOVANTA INC | 294K | $48M | 3.3% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARVEY SIGNAL
AC read
Harvey Partners, LLC is a Other fund managing $1.5 billion in assets. The fund runs a portfolio of 48 positions.
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