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Harvey Partners, LLC

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13F filer, CIK 1406484, Tarrytown, NY

Harvey Partners, LLC reported $857,466,245 across 42 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 45.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-007852

Period
2025-03-31
Reported value
$857M
Holdings
42
Top 10 weight
45.41%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NOKnew+4,177,500$22M
SMGnew+196,000$10.8M
BVadded+634,500$8.15M
MKSIadded+71,500$5.73M
MRC GLOBAL INCadded+430,000$4.94M

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

SecurityShares changeApprox. value
SUMMIT MATERIALS INC CLASS Aexited-808,000-$40.9M
DYexited-85,000-$14.8M
VIMEO INCreduced-2,256,000-$11.9M
AZZreduced-34,000-$2.84M
BWXTreduced-24,000-$2.37M

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, Q1 2025

Share positions as resolved from 13F-HR 0001214659-25-007852, largest first. % of portfolio is the value over $843,398,645, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,500 shares; 2024Q4: 274,000 shares; 2025Q1: 286,000 shares 286,000$55.8M6.62%+12,000Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,000 shares; 2024Q4: 681,000 shares; 2025Q1: 647,000 shares 647,000$54.1M6.41%-34,000Timeline
ADEAADEIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052,000 shares; 2024Q4: 3,120,000 shares; 2025Q1: 3,172,500 shares 3,172,500$41.9M4.97%+52,500Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430,000 shares; 2024Q4: 1,627,500 shares; 2025Q1: 1,642,000 shares 1,642,000$37.6M4.46%+14,500Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,500 shares; 2024Q4: 217,500 shares; 2025Q1: 230,000 shares 230,000$37.2M4.41%+12,500Timeline
BVBRIGHTVIEW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870,000 shares; 2024Q4: 1,946,000 shares; 2025Q1: 2,580,500 shares 2,580,500$33.1M3.93%+634,500Timeline
GLDDGREAT LAKES DREDGE & DOCK COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647,500 shares; 2024Q4: 3,704,000 shares; 2025Q1: 3,733,000 shares 3,733,000$32.5M3.85%+29,000Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,000 shares; 2024Q4: 353,000 shares; 2025Q1: 329,000 shares 329,000$32.5M3.85%-24,000Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,500 shares; 2024Q4: 213,500 shares; 2025Q1: 213,500 shares 213,500$30.1M3.57%0Timeline
FARO TECHNOLOGIES INCFARO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006,000 shares; 2024Q4: 1,029,500 shares; 2025Q1: 1,032,000 shares 1,032,000$28.2M3.34%+2,500
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,250 shares; 2024Q4: 109,500 shares; 2025Q1: 120,000 shares 120,000$27.4M3.24%+10,500Timeline
OECORION S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696,000 shares; 2024Q4: 1,807,500 shares; 2025Q1: 2,099,000 shares 2,099,000$27.1M3.22%+291,500Timeline
BATRKATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,000 shares; 2024Q4: 592,500 shares; 2025Q1: 661,000 shares 661,000$26.4M3.14%+68,500Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,500 shares; 2024Q4: 120,000 shares; 2025Q1: 121,000 shares 121,000$23.8M2.82%+1,000Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,177,500 shares 4,177,500$22M2.61%newTimeline
MRC GLOBAL INCMRC GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324,000 shares; 2024Q4: 1,444,000 shares; 2025Q1: 1,874,000 shares 1,874,000$21.5M2.55%+430,000
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,000 shares; 2024Q4: 189,500 shares; 2025Q1: 261,000 shares 261,000$20.9M2.48%+71,500Timeline
THRTHERMON GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,055 shares; 2024Q4: 765,000 shares; 2025Q1: 703,000 shares 703,000$19.6M2.32%-62,000Timeline
MTRXMATRIX SVC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515,000 shares; 2024Q4: 1,522,000 shares; 2025Q1: 1,533,000 shares 1,533,000$19.1M2.26%+11,000Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,000 shares; 2024Q4: 501,000 shares; 2025Q1: 463,000 shares 463,000$18.7M2.22%-38,000Timeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,500 shares; 2024Q4: 312,900 shares; 2025Q1: 332,000 shares 332,000$18.7M2.22%+19,100Timeline
CALXCALIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 425,000 shares; 2025Q1: 521,000 shares 521,000$18.5M2.19%+96,000Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735,000 shares; 2024Q4: 1,775,000 shares; 2025Q1: 2,073,000 shares 2,073,000$16.1M1.91%+298,000Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,000 shares; 2025Q1: 164,500 shares 164,500$14.4M1.71%+43,500Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,000 shares; 2024Q4: 324,000 shares; 2025Q1: 358,500 shares 358,500$14.2M1.68%+34,500Timeline
CTSCTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,000 shares; 2024Q4: 322,500 shares; 2025Q1: 337,000 shares 337,000$14M1.66%+14,500Timeline
THRMGENTHERM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349,000 shares; 2025Q1: 519,500 shares 519,500$13.9M1.65%+170,500Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 24,500 shares; 2025Q1: 28,000 shares 28,000$13.4M1.59%+3,500Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,750 shares; 2024Q4: 39,000 shares; 2025Q1: 39,000 shares 39,000$13.2M1.56%0
SOLARWINDS CORPSOLARWINDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,000 shares; 2024Q4: 739,000 shares; 2025Q1: 712,000 shares 712,000$13.1M1.56%-27,000
MANUMANCHESTER UTD PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,000 shares; 2024Q4: 871,500 shares; 2025Q1: 945,000 shares 945,000$12.4M1.47%+73,500Timeline
RSKDRISKIFIED LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227,500 shares; 2024Q4: 2,432,500 shares; 2025Q1: 2,553,000 shares 2,553,000$11.8M1.4%+120,500Timeline
ASTEASTEC INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,000 shares; 2024Q4: 289,000 shares; 2025Q1: 335,000 shares 335,000$11.5M1.37%+46,000Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196,000 shares 196,000$10.8M1.28%newTimeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,500 shares; 2024Q4: 329,500 shares; 2025Q1: 367,000 shares 367,000$10.6M1.26%+37,500Timeline
VIMEO INCVIMEO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035,000 shares; 2024Q4: 4,210,000 shares; 2025Q1: 1,954,000 shares 1,954,000$10.3M1.22%-2,256,000
VPGVISHAY PRECISION GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,000 shares; 2024Q4: 399,000 shares; 2025Q1: 305,000 shares 305,000$7.35M0.87%-94,000Timeline
SSTISOUNDTHINKING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,000 shares; 2025Q1: 269,000 shares 269,000$4.56M0.54%+127,000Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares 44,000$2.49M0.3%0Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 250,000 shares; 2025Q1: 250,000 shares 250,000$1.41M0.17%0Timeline
HBIOHARVARD BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715,000 shares; 2024Q4: 2,683,000 shares; 2025Q1: 2,187,500 shares 2,187,500$1.24M0.15%-495,500Timeline

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).

SecurityTypeAmountValueChange
QQQINVESCO QQQ TR COMput30,000$14.1Mnew

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SUMMIT MATERIALS INC CLASS ASUMMIT MATERIALS INC CLASS A808,000$40.9Mshares
DYDYCOM INDS INC85,000$14.8Mshares
SPYSTATE STR SPDR S&P 500 ETF T22,700$13.3Mput

How Q1 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-007852 base2025-05-15acceptance time not in the bulk data set