The Analysis of Harvey Partners, LLC's Holdings
Currently, Harvey Partners, LLC holds 44 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in MTRN (+318.0K shares, valued at $38.4M), THRM (+431.1K shares, valued at $14.7M), KN (+622.5K shares, valued at $14.5M); decreased their positions in LASR (-709.9K shares, valued at $21.0M), AZZ (-114.9K shares, valued at $12.5M), WCN (-63.5K shares, valued at $11.2M); initiated new positions in MTRN (+318.0K shares, valued at $38.4M), KN (+622.5K shares, valued at $14.5M), DECK (+100.0K shares, valued at $10.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NPO ENPRO INC249.0K shares4.23%2025-09-302025-11-14
BWXT BWX TECHNOLOGIES INC289.5K shares-13.71%2025-09-302025-11-14 AZZ AZZ INC485.4K shares-19.13%2025-09-302025-11-14 GLDD GREAT LAKES DREDGE & DOCK CO3.7M shares-0.87%2025-09-302025-11-14 ADEA ADEIA INC2.6M shares-18.04%2025-09-302025-11-14 LASR NLIGHT INC1.4M shares-33.69%2025-09-302025-11-14 BV BRIGHTVIEW HLDGS INC2.9M shares5.02%2025-09-302025-11-14 WCN WASTE CONNECTIONS INC224.0K shares-22.09%2025-09-302025-11-14 MTRN MATERION CORP318.0K sharesnew addition2025-09-302025-11-14 MKSI MKS INC.289.0K shares7.20%2025-09-302025-11-14 THRM GENTHERM INC1.0M shares72.64%2025-09-302025-11-14 NGVT INGEVITY CORP601.0K shares5.06%2025-09-302025-11-14 CALX CALIX INC533.5K shares1.78%2025-09-302025-11-14 AWI ARMSTRONG WORLD INDS INC NEW166.3K shares-22.31%2025-09-302025-11-14 MLM MARTIN MARIETTA MATLS INC51.1K shares6.61%2025-09-302025-11-14 BATRK ATLANTA BRAVES HLDGS INC741.5K shares4.53%2025-09-302025-11-14 MRC MRC GLOBAL INC2.0M shares5.46%2025-09-302025-11-14 LFUS LITTELFUSE INC108.7K shares62.39%2025-09-302025-11-14 SMG SCOTTS MIRACLE-GRO CO471.5K shares3.21%2025-09-302025-11-14 ULS UL SOLUTIONS INC370.0K shares10.77%2025-09-302025-11-14 CHKP CHECK POINT SOFTWARE TECH LT123.0K shares1.80%2025-09-302025-11-14 ASTE ASTEC INDS INC501.0K shares48.29%2025-09-302025-11-14 VRNS VARONIS SYS INC405.8K shares4.38%2025-09-302025-11-14 RTO RENTOKIL INITIAL PLC885.0K shares-27.46%2025-09-302025-11-14 CYBR CYBERARK SOFTWARE LTD44.2K shares12.56%2025-09-302025-11-14 NOK NOKIA CORP4.3M shares2.08%2025-09-302025-11-14 THR THERMON GROUP HLDGS INC771.5K shares20.60%2025-09-302025-11-14 CTS CTS CORP493.5K shares74.67%2025-09-302025-11-14 CWST CASELLA WASTE SYS INC196.0K shares50.39%2025-09-302025-11-14 OEC ORION S.A.2.4M shares0.00%2025-09-302025-11-14 MANU MANCHESTER UTD PLC NEW1.1M shares15.85%2025-09-302025-11-14 VMEO VIMEO INC2.0M shares1.31%2025-09-302025-11-14 QQQ INVESCO QQQ TR24.5K shares40.05%2025-09-302025-11-14 KN KNOWLES CORP622.5K sharesnew addition2025-09-302025-11-14 RSKD RISKIFIED LTD3.1M shares20.39%2025-09-302025-11-14 VPG VISHAY PRECISION GROUP INC372.0K shares21.30%2025-09-302025-11-14 MTRX MATRIX SVC CO852.4K shares-30.23%2025-09-302025-11-14 DECK DECKERS OUTDOOR CORP100.0K sharesnew addition2025-09-302025-11-14 IWM ISHARES TR40.0K shares0.00%2025-09-302025-11-14 APLD APPLIED DIGITAL CORP250.0K shares0.00%2025-09-302025-11-14 ICHR ICHOR HOLDINGS182.0K sharesnew addition2025-09-302025-11-14 MIAX MIAMI INTL HLDGS INC50.0K sharesnew addition2025-09-302025-11-14 SSTI SOUNDTHINKING INC149.5K shares-46.03%2025-09-302025-11-14 HBIO HARVARD BIOSCIENCE INC2.0M shares-4.25%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
IWM Put PutISHARES TR80.0K sharesnew addition2025-09-302025-11-14 QQQ Put PutINVESCO QQQ TR10.0K shares-69.23%2025-09-302025-11-14