Harvey Partners, LLC
48 holdingsFiling period: 2026-06-30Current AUM: $1.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NPO | ENPRO INC | 207.6K | $78.2M | $58.9M | 4.83% | -45,907 | 2026-06-30 |
| 2 | MTRN | MATERION CORP | 220.1K | $65.4M | $52.7M | 4.32% | -73,053 | 2026-06-30 |
| 3 | MKSI | MKS INC. | 141.1K | $62.7M | $32.7M | 2.68% | -102,330 | 2026-06-30 |
| 4 | NGVT | INGEVITY CORP | 734.3K | $54.8M | $49.8M | 4.08% | -9,193 | 2026-06-30 |
| 5 | ADEA | ADEIA INC | 1.62M | $53.4M | $40.4M | 3.31% | -1,132,147 | 2026-06-30 |
| 6 | LFUS | LITTELFUSE INC | 112.5K | $51.2M | $44.5M | 3.65% | -8,953 | 2026-06-30 |
| 7 | MLM | MARTIN MARIETTA MATLS INC | 87.0K | $50.2M | $44.1M | 3.62% | +23.1K | 2026-06-30 |
| 8 | AZZ | AZZ INC | 323.1K | $50.1M | $43.0M | 3.53% | -28,363 | 2026-06-30 |
| 9 | WCN | WASTE CONNECTIONS INC | 287.1K | $47.9M | $45.8M | 3.75% | +28.6K | 2026-06-30 |
| 10 | NOVT | NOVANTA INC | 294.1K | $47.7M | $40.7M | 3.33% | -25,878 | 2026-06-30 |
| 11 | BWXT | BWX TECHNOLOGIES INC | 243.1K | $47.3M | $35.7M | 2.92% | -12,193 | 2026-06-30 |
| 12 | THRM | GENTHERM INC | 1.33M | $45.2M | $50.5M | 4.14% | +92.6K | 2026-06-30 |
| 13 | BV | BRIGHTVIEW HLDGS INC | 3.08M | $43.6M | $33.6M | 2.75% | +140.8K | 2026-06-30 |
| 14 | ASTE | ASTEC INDS INC | 674.0K | $41.2M | $27.5M | 2.26% | +1.8K | 2026-06-30 |
| 15 | BALL | BALL CORP | 653.3K | $40.8M | $39.9M | 3.27% | +93.3K | 2026-06-30 |
| 16 | BATRK | ATLANTA BRAVES HLDGS INC | 756.8K | $39.3M | $38.4M | 3.15% | -49,168 | 2026-06-30 |
| 17 | POOL | POOL CORP | 174.1K | $37.4M | $29.0M | 2.38% | +39.1K | 2026-06-30 |
| 18 | SMG | SCOTTS MIRACLE-GRO CO | 542.7K | $37.0M | $30.4M | 2.50% | +105.2K | 2026-06-30 |
| 19 | CTS | CTS CORP | 545.2K | $35.5M | $31.0M | 2.54% | -49,169 | 2026-06-30 |
| 20 | AWI | ARMSTRONG WORLD INDS INC NEW | 205.1K | $32.9M | $32.8M | 2.69% | +9.1K | 2026-06-30 |
| 21 | ULS | UL SOLUTIONS INC | 320.7K | $32.7M | $20.8M | 1.70% | -21,844 | 2026-06-30 |
| 22 | CWST | CASELLA WASTE SYS INC | 310.1K | $30.1M | $28.0M | 2.30% | +28.6K | 2026-06-30 |
| 23 | CECO | CECO ENVIRONMENTAL CORP | 311.1K | $28.2M | $21.0M | 1.72% | -- | 2026-06-30 |
| 24 | RTO | RENTOKIL INITIAL PLC | 984.0K | $28.1M | $21.8M | 1.79% | +8.5K | 2026-06-30 |
| 25 | VPG | VISHAY PRECISION GROUP INC | 177.7K | $26.6M | $10.8M | 0.88% | -223,912 | 2026-06-30 |
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