Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Harvey Partners, LLC (CIK 1406484) reported $1.26B across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ADEA ($66.2M, 5.27%), NPO ($63.5M, 5.06%), MKSI ($55.9M, 4.45%), NGVT ($53.0M, 4.21%), BWXT ($52.2M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ADEA | ADEIA INC | $66.2M | 5.27% | 2.8M | Added |
| 2 | NPO | ENPRO INC | $63.5M | 5.06% | 253,500 | Added |
| 3 | MKSI | MKS INC. | $55.9M | 4.45% | 243,396 | Trimmed |
| 4 | NGVT | INGEVITY CORP | $53.0M | 4.21% | 743,500 | Added |
| 5 | BWXT | BWX TECHNOLOGIES INC | $52.2M | 4.15% | 255,300 | Added |
| 6 | AZZ | AZZ INC | $44.0M | 3.50% | 351,500 | Trimmed |
| 7 | MTRN | MATERION CORP | $42.4M | 3.37% | 293,121 | Trimmed |
| 8 | WCN | WASTE CONNECTIONS INC | $42.0M | 3.34% | 258,500 | Added |
| 9 | LFUS | LITTELFUSE INC | $41.2M | 3.28% | 121,500 | Added |
| 10 | NOVT | NOVANTA INC | $37.8M | 3.01% | 320,000 | Added |
| 11 | MLM | MARTIN MARIETTA MATLS INC | $37.6M | 2.99% | 63,925 | Added |
| 12 | ASTE | ASTEC INDS INC | $36.2M | 2.88% | 672,200 | Added |
| 13 | BV | BRIGHTVIEW HLDGS INC | $34.6M | 2.76% | 2.9M | Added |
| 14 | BATRK | ATLANTA BRAVES HLDGS INC | $34.4M | 2.74% | 806,000 | Added |
| 15 | THRM | GENTHERM INC | $34.3M | 2.73% | 1.2M | Added |
| 16 | BALL | BALL CORP | $33.1M | 2.63% | 560,000 | Added |
| 17 | THR | THERMON GROUP HLDGS INC | $32.6M | 2.59% | 646,728 | Trimmed |
| 18 | AWI | ARMSTRONG WORLD INDS INC NEW | $32.3M | 2.57% | 196,000 | Added |
| 19 | RTO | RENTOKIL INITIAL PLC | $30.7M | 2.44% | 975,500 | Added |
| 20 | ULS | UL SOLUTIONS INC | $29.4M | 2.34% | 342,500 | Added |
| 21 | CTS | CTS CORP | $28.4M | 2.26% | 594,400 | Added |
| 22 | CALX | CALIX INC | $28.0M | 2.23% | 572,500 | Added |
| 23 | POOL | POOL CORP | $27.3M | 2.17% | 135,000 | New |
| 24 | SMG | SCOTTS MIRACLE-GRO CO | $26.6M | 2.12% | 437,500 | Added |
| 25 | LASR | NLIGHT INC | $23.6M | 1.88% | 413,584 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31