Institutional Fund
Harvey Partners, LLC
Tarrytown, NYCIK 14064845 filings on record
Portfolio Value
$1.23B
Q1 2026
Holdings
45
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+10.5%
from $1.11B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Adeia Inc5.4%
- Enpro Inc5.2%
- Mks Inc.4.5%
- Ingevity Corp4.3%
- Bwx Technologies Inc4.2%
- Azz Inc3.6%
- Other72.8%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Adeia Inc | 2.75M | $66.19M | 5.4% | +138.1K | Added |
| 2 | Enpro Inc | 253.5K | $63.54M | 5.2% | +4.3K | Added |
| 3 | Mks Inc. | 243.4K | $55.93M | 4.5% | −45.8K | Reduced |
| 4 | Ingevity Corp | 743.5K | $52.96M | 4.3% | +114.1K | Added |
| 5 | Bwx Technologies Inc | 255.3K | $52.21M | 4.2% | +3.8K | Added |
| 6 | Azz Inc | 351.5K | $43.98M | 3.6% | −13.1K | Reduced |
| 7 | Materion Corp | 293.1K | $42.40M | 3.4% | −26.4K | Reduced |
| 8 | Waste Connections Inc | 258.5K | $41.99M | 3.4% | +34.3K | Added |
| 9 | Littelfuse Inc | 121.5K | $41.23M | 3.3% | +4.0K | Added |
| 10 | Novanta Inc | 320.0K | $37.80M | 3.1% | +16.0K | Added |
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