§ 13F · FUND PROFILE
Harvey Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 46Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$93M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ADEA | ADEIA INC | 2.75M | $66M | 5.3% | +5% |
| 2 | NPO | ENPRO INC | 254K | $64M | 5.1% | +2% |
| 3 | MKSI | MKS INC. | 243K | $56M | 4.5% | −16% |
| 4 | NGVT | INGEVITY CORP | 744K | $53M | 4.2% | +18% |
| 5 | BWXT | BWX TECHNOLOGIES INC | 255K | $52M | 4.2% | +2% |
| 6 | AZZ | AZZ INC | 352K | $44M | 3.5% | −4% |
| 7 | MTRN | MATERION CORP | 293K | $42M | 3.4% | −8% |
| 8 | WCN | WASTE CONNECTIONS INC | 259K | $42M | 3.3% | +15% |
| 9 | LFUS | LITTELFUSE INC | 122K | $41M | 3.3% | +3% |
| 10 | NOVT | NOVANTA INC | 320K | $38M | 3.0% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARVEY SIGNAL
AC read
Harvey Partners, LLC is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed