Harvey Partners, LLC
Follow13F filer, CIK 1406484, Tarrytown, NY
Harvey Partners, LLC reported $1,460,210,845 across 48 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 38.96% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-010396
- Period
- 2026-06-30
- Reported value
- $1.46B
- Holdings
- 48
- Top 10 weight
- 38.96%
- New
- 6
- Sold out
- 5
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CECOnew | +311,132 | $28.2M |
| CTASnew | +111,547 | $19M |
| SITEnew | +144,059 | $16.5M |
| AINnew | +218,090 | $16.2M |
| MLMadded | +23,110 | $13.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MKSIreduced | -102,330 | -$45.5M |
| ADEAreduced | -1,132,147 | -$37.3M |
| VPGreduced | -223,912 | -$33.6M |
| THRexited | -646,728 | -$32.6M |
| ICHRreduced | -263,305 | -$29.6M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001214659-26-010396, largest first. % of portfolio is the value over $1,442,183,845, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| NPOENPRO INC | 207,593 | $78.2M | 5.43% | -45,907 | Timeline | ||
| MTRNMATERION CORP | 220,068 | $65.4M | 4.54% | -73,053 | Timeline | ||
| MKSIMKS INC. | 141,066 | $62.7M | 4.35% | -102,330 | Timeline | ||
| NGVTINGEVITY CORP | 734,307 | $54.8M | 3.8% | -9,193 | Timeline | ||
| ADEAADEIA INC | 1,622,353 | $53.4M | 3.7% | -1,132,147 | Timeline | ||
| LFUSLITTELFUSE INC | 112,547 | $51.2M | 3.55% | -8,953 | Timeline | ||
| MLMMARTIN MARIETTA MATLS INC | 87,035 | $50.2M | 3.48% | +23,110 | Timeline | ||
| AZZAZZ INC | 323,137 | $50.1M | 3.47% | -28,363 | Timeline | ||
| WCNWASTE CONNECTIONS INC | 287,122 | $47.9M | 3.32% | +28,622 | Timeline | ||
| NOVTNOVANTA INC | 294,122 | $47.7M | 3.31% | -25,878 | Timeline | ||
| BWXTBWX TECHNOLOGIES INC | 243,107 | $47.3M | 3.28% | -12,193 | Timeline | ||
| THRMGENTHERM INC | 1,326,075 | $45.2M | 3.14% | +92,575 | Timeline | ||
| BVBRIGHTVIEW HLDGS INC | 3,078,797 | $43.6M | 3.03% | +140,797 | Timeline | ||
| ASTEASTEC INDS INC | 674,000 | $41.2M | 2.86% | +1,800 | Timeline | ||
| BALLBALL CORP | 653,286 | $40.8M | 2.83% | +93,286 | Timeline | ||
| BATRKATLANTA BRAVES HLDGS INC | 756,832 | $39.3M | 2.72% | -49,168 | Timeline | ||
| POOLPOOL CORP | 174,074 | $37.4M | 2.59% | +39,074 | Timeline | ||
| SMGSCOTTS MIRACLE-GRO CO | 542,727 | $37M | 2.56% | +105,227 | Timeline | ||
| CTSCTS CORP | 545,231 | $35.5M | 2.46% | -49,169 | Timeline | ||
| AWIARMSTRONG WORLD INDS INC NEW | 205,087 | $32.9M | 2.28% | +9,087 | Timeline | ||
| ULSUL SOLUTIONS INC | 320,656 | $32.7M | 2.26% | -21,844 | Timeline | ||
| CWSTCASELLA WASTE SYS INC | 310,131 | $30.1M | 2.09% | +28,631 | Timeline | ||
| CECOCECO ENVIRONMENTAL CORP | 311,132 | $28.2M | 1.96% | new | Timeline | ||
| RTORENTOKIL INITIAL PLC | 983,956 | $28.2M | 1.95% | +8,456 | Timeline | ||
| VPGVISHAY PRECISION GROUP INC | 177,659 | $26.6M | 1.85% | -223,912 | Timeline | ||
| MANUMANCHESTER UTD PLC NEW | 1,127,547 | $25.9M | 1.79% | -84,953 | Timeline | ||
| KNKNOWLES CORP | 613,805 | $25.5M | 1.77% | -50,695 | Timeline | ||
| ICHRICHOR HOLDINGS | 205,874 | $23.1M | 1.6% | -263,305 | Timeline | ||
| BCPCBALCHEM CORP | 136,057 | $23M | 1.59% | +21,257 | Timeline | ||
| LASRNLIGHT INC | 302,711 | $21.1M | 1.46% | -110,873 | Timeline | ||
| NOKNOKIA CORP | 1,454,626 | $19.3M | 1.34% | -1,490,874 | Timeline | ||
| CTASCINTAS CORP | 111,547 | $19M | 1.32% | new | Timeline | ||
| FWONKLIBERTY MEDIA CORP DEL | 174,000 | $16.6M | 1.15% | +50,500 | Timeline | ||
| SITESITEONE LANDSCAPE SUPPLY INC | 144,059 | $16.5M | 1.14% | new | Timeline | ||
| PANWPALO ALTO NETWORKS INC | 48,000 | $16.4M | 1.14% | -43,000 | Timeline | ||
| AINALBANY INTL CORP | 218,090 | $16.2M | 1.13% | new | Timeline | ||
| RSKDRISKIFIED LTD | 3,165,547 | $16M | 1.11% | -230,453 | Timeline | ||
| CALXCALIX INC | 420,500 | $15.7M | 1.09% | -152,000 | Timeline | ||
| WHWYNDHAM HOTELS & RESORTS INC | 157,567 | $13.3M | 0.92% | +36,567 | Timeline | ||
| SPYSTATE STR SPDR S&P 500 ETF T | 15,000 | $11.2M | 0.78% | +2,000 | Timeline | ||
| MTRXMATRIX SVC CO | 815,023 | $11.2M | 0.77% | -89,977 | Timeline | ||
| FNDFLOOR & DECOR HLDGS INC | 155,566 | $9.23M | 0.64% | new | Timeline | ||
| FWONALIBERTY MEDIA CORP DEL | 102,119 | $8.94M | 0.62% | +42,119 | Timeline | ||
| OECORION S.A. | 1,190,579 | $7.89M | 0.55% | -113,421 | Timeline | ||
| AADXAPPLIED AEROSPACE & DEFENSE | 329,178 | $7.5M | 0.52% | new | Timeline | ||
| APLDAPPLIED DIGITAL CORP | 150,000 | $5.59M | 0.39% | 0 | Timeline | ||
| CHKPCHECK POINT SOFTWARE TECH LT | 41,500 | $5.45M | 0.38% | -68,000 | Timeline |
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| IWMISHARES TR SHS | put | 60,000 | $18M | +27,500 |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001214659-26-010396 | base | 2026-08-14 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-010396 | Quarter ended 2026-06-30 | 2026-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-26-006431 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-26-001996 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-25-016663 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-25-012245 | Quarter ended 2025-06-30 | 2025-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-25-007852 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-25-002810 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-24-019173 | Quarter ended 2024-09-30 | 2024-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-24-014701 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-24-009326 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-24-002850 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-23-015099 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001493152-23-028650 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001493152-23-017521 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001493152-23-004857 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001493152-22-031991 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001493152-22-022889 | Quarter ended 2022-06-30 | 2022-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001493152-22-013866 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-22-000321 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-21-001504 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-21-001077 | Quarter ended 2021-06-30 | 2021-08-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-21-000704 | Quarter ended 2021-03-31 | 2021-05-17 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-21-000269 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-20-001107 | Quarter ended 2020-09-30 | 2020-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-20-000856 | Quarter ended 2020-06-30 | 2020-08-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000905718-20-000605 | Quarter ended 2020-03-31 | 2020-06-23 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-20-000453 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-20-000200 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-19-000925 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000905718-19-000737 | Quarter ended 2019-06-30 | 2019-08-27 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-19-000688 | Quarter ended 2019-06-30 | 2019-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-19-000459 | Quarter ended 2019-03-31 | 2019-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-19-000195 | Quarter ended 2018-12-31 | 2019-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-18-000935 | Quarter ended 2018-09-30 | 2018-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-18-000749 | Quarter ended 2018-06-30 | 2018-08-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000905718-18-000523 | Quarter ended 2018-03-31 | 2018-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-18-000499 | Quarter ended 2018-03-31 | 2018-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-18-000213 | Quarter ended 2017-12-31 | 2018-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-17-000968 | Quarter ended 2017-09-30 | 2017-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-17-000770 | Quarter ended 2017-06-30 | 2017-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-17-000561 | Quarter ended 2017-03-31 | 2017-05-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000905718-17-000266 | Quarter ended 2016-12-31 | 2017-02-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-17-000245 | Quarter ended 2016-12-31 | 2017-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-16-001752 | Quarter ended 2016-09-30 | 2016-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-16-001607 | Quarter ended 2016-06-30 | 2016-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-16-001422 | Quarter ended 2016-03-31 | 2016-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-16-001226 | Quarter ended 2015-12-31 | 2016-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-15-000907 | Quarter ended 2015-09-30 | 2015-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-15-000716 | Quarter ended 2015-06-30 | 2015-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-15-000467 | Quarter ended 2015-03-31 | 2015-05-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000905718-15-000325 | Quarter ended 2014-12-31 | 2015-03-31 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-15-000158 | Quarter ended 2014-12-31 | 2015-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-14-000753 | Quarter ended 2014-09-30 | 2014-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-14-000532 | Quarter ended 2014-06-30 | 2014-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000905718-14-000243 | Quarter ended 2014-03-31 | 2014-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-14-007891 | Quarter ended 2013-12-31 | 2014-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-13-042957 | Quarter ended 2013-09-30 | 2013-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-13-032969 | Quarter ended 2013-06-30 | 2013-08-14 | acceptance time not in the bulk data set |