§ 13F · FUND PROFILE
Harvey Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1124.7T (13F)Positions · 46Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$113.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NPO | ENPRO INC | 249K | $53.4T | 4.7% | ±0% |
| 2 | GLDD | GREAT LAKES DREDGE & DOCK | 3.70M | $48.6T | 4.3% | ±0% |
| 3 | MKSI | MKS INC. | 289K | $46.2T | 4.1% | ±0% |
| 4 | ADEA | ADEIA INC | 2.62M | $45.1T | 4.0% | ±0% |
| 5 | LASR | NLIGHT INC | 1.20M | $45.1T | 4.0% | −14% |
| 6 | BWXT | BWX TECHNOLOGIES INC | 251K | $43.5T | 3.9% | −13% |
| 7 | MTRN | MATERION CORP | 320K | $39.7T | 3.5% | ±0% |
| 8 | WCN | WASTE CONNECTIONS INC | 224K | $39.3T | 3.5% | ±0% |
| 9 | AZZ | AZZ INC | 365K | $39.1T | 3.5% | −25% |
| 10 | THRM | GENTHERM INC | 1.05M | $38.1T | 3.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARVEY SIGNAL
AC read
Harvey Partners, LLC is a Other fund managing $1124729.3 trillion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed