The Analysis of Harvey Partners, LLC's Holdings
Currently, Harvey Partners, LLC holds 43 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in NOVT (+304.0K shares, valued at $36.2M), DNOW (+1.9M shares, valued at $25.7M), BALL (+452.5K shares, valued at $24.0M); decreased their positions in SMG (-251.5K shares, valued at $14.7M), AZZ (-120.8K shares, valued at $13.0M), LASR (-194.9K shares, valued at $7.3M); initiated new positions in NOVT (+304.0K shares, valued at $36.2M), DNOW (+1.9M shares, valued at $25.7M), BALL (+452.5K shares, valued at $24.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NPO ENPRO INC249.2K shares0.07%2025-12-312026-02-17
GLDD GREAT LAKES DREDGE & DOCK3.7M shares0.07%2025-12-312026-02-17 MKSI MKS INC.289.2K shares0.07%2025-12-312026-02-17 ADEA ADEIA INC2.6M shares0.07%2025-12-312026-02-17 LASR NLIGHT INC1.2M shares-13.95%2025-12-312026-02-17 BWXT BWX TECHNOLOGIES INC251.5K shares-13.14%2025-12-312026-02-17 MTRN MATERION CORP319.5K shares0.47%2025-12-312026-02-17 WCN WASTE CONNECTIONS INC224.2K shares0.07%2025-12-312026-02-17 AZZ AZZ INC364.6K shares-24.89%2025-12-312026-02-17 THRM GENTHERM INC1.0M shares2.15%2025-12-312026-02-17 NGVT INGEVITY CORP629.4K shares4.73%2025-12-312026-02-17 NOVT NOVANTA INC304.0K sharesnew addition2025-12-312026-02-17 BV BRIGHTVIEW HLDGS INC2.6M shares-11.53%2025-12-312026-02-17 AWI ARMSTRONG WORLD INDS INC171.5K shares3.16%2025-12-312026-02-17 MLM MARTIN MARIETTA MATLS INC51.1K shares0.07%2025-12-312026-02-17 LFUS LITTELFUSE INC117.5K shares8.10%2025-12-312026-02-17 THR THERMON GROUP HLDGS INC772.1K shares0.07%2025-12-312026-02-17 CALX CALIX INC533.7K shares0.04%2025-12-312026-02-17 ASTE ASTEC INDS INC621.7K shares24.09%2025-12-312026-02-17 RTO RENTOKIL INITIAL PLC886.2K shares0.13%2025-12-312026-02-17 DNOW DNOW INC1.9M sharesnew addition2025-12-312026-02-17 ULS UL SOLUTIONS INC307.8K shares-16.82%2025-12-312026-02-17 BALL BALL CORP452.5K sharesnew addition2025-12-312026-02-17 CTS CTS CORP544.0K shares10.24%2025-12-312026-02-17 CHKP CHECK POINT SOFTWARE TECH123.1K shares0.08%2025-12-312026-02-17 NOK NOKIA CORP3.3M shares-22.22%2025-12-312026-02-17 CYBR CYBERARK SOFTWARE LTD44.2K shares0.08%2025-12-312026-02-17 CWST CASELLA WASTE SYS INC196.1K shares0.07%2025-12-312026-02-17 BCPC BALCHEM CORP116.0K sharesnew addition2025-12-312026-02-17 MANU MANCHESTER UTD PLC NEW1.1M shares0.08%2025-12-312026-02-17 RSKD RISKIFIED LTD3.1M shares0.08%2025-12-312026-02-17 VPG VISHAY PRECISION GROUP INC381.6K shares2.57%2025-12-312026-02-17 KN KNOWLES CORP652.5K shares4.82%2025-12-312026-02-17 VRNS VARONIS SYS INC406.1K shares0.07%2025-12-312026-02-17 SMG SCOTTS MIRACLE-GRO CO220.0K shares-53.34%2025-12-312026-02-17 OEC ORION S.A.2.4M shares-0.64%2025-12-312026-02-17 MTRX MATRIX SVC CO852.7K shares0.03%2025-12-312026-02-17 ICHR ICHOR HOLDINGS482.5K shares165.11%2025-12-312026-02-17 APLD APPLIED DIGITAL CORP250.0K shares0.00%2025-12-312026-02-17 MIAX MIAMI INTL HLDGS INC50.0K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
IWM Put PutISHARES TR60.0K shares-25.00%2025-12-312026-02-17