Harvey Partners, LLC

CIK 0001406484 · TARRYTOWN, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Harvey Partners, LLC reported 48 positions worth $1.46B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NPO (5.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.46B
2026 Q2
Positions
48
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.5%
Est. Net Flow (Q)
2026 Q2
10 / 48 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NPOENPRO INCSH$78.2M5.36%207,593
2MTRNMATERION CORPSH$65.4M4.48%220,068
3MKSIMKS INC.SH$62.7M4.30%141,066
4NGVTINGEVITY CORPSH$54.8M3.75%734,307
5ADEAADEIA INCSH$53.4M3.66%1,622,353
6LFUSLITTELFUSE INCSH$51.2M3.51%112,547
7MLMMARTIN MARIETTA MATLS INCSH$50.2M3.44%87,035
8AZZAZZ INCSH$50.1M3.43%323,137
9WCNWASTE CONNECTIONS INCSH$47.9M3.28%287,122
10NOVTNOVANTA INCSH$47.7M3.27%294,122

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Harvey Partners, LLC hold as of Q2 2026?

Harvey Partners, LLC reported 48 positions worth $1.46B in its Q2 2026 13F filing. Largest positions: NPO (5.4%), MTRN (4.5%), MKSI (4.3%), NGVT (3.8%) and ADEA (3.7%).

What did Harvey Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Harvey Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.