Harvey Partners, LLC holds a diversified book of 45 stocks worth $1.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Pool Corp and trimmed MKS Inc. Their largest long position is Adeia Inc at 5% of the equity book. They also disclosed $25.4M in put options (a bearish bet), shown separately below and excluded from the equity book.
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Use Arkolith to show Harvey Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Adeia Inc COM | $66.2M | 2.75M | 5.4% | ▲+5.3% Added · +138K sh | |
| 2 | Enpro Inc COM | $63.5M | 253.5K | 5.2% | ▲+1.7% Added · +4K sh | |
| 3 | MKS Inc. COM | $55.9M | 243.4K | 4.5% | ▼−16% Reduced · −46K sh | |
| 4 | Ingevity Corp COM | $53.0M | 743.5K | 4.3% | ▲+18% Added · +114K sh | |
| 5 | BWX Technologies Inc COM | $52.2M | 255.3K | 4.2% | ▲+1.5% Added · +4K sh | |
| 6 | Azz Inc COM | $44.0M | 351.5K | 3.6% | ▼−3.6% Reduced · −13K sh | |
| 7 | Materion Corp COM | $42.4M | 293.1K | 3.4% | ▼−8.3% Reduced · −26K sh | |
| 8 | Waste Connections Inc COM | $42.0M | 258.5K | 3.4% | ▲+15% Added · +34K sh | |
| 9 | Littelfuse Inc COM | $41.2M | 121.5K | 3.3% | ▲+3.4% Added · +4K sh | |
| 10 | Novanta Inc COM | $37.8M | 320.0K | 3.1% | ▲+5.3% Added · +16K sh | |
| 11 | Martin Marietta Matls Inc COM | $37.6M | 63.9K | 3.1% | ▲+25% Added · +13K sh | |
| 12 | Astec Inds Inc COM | $36.2M | 672.2K | 2.9% | ▲+8.1% Added · +51K sh | |
| 13 | Brightview Hldgs Inc COM | $34.6M | 2.94M | 2.8% | ▲+13% Added · +329K sh | |
| 14 | Atlanta Braves Hldgs Inc COM SER C | $34.4M | 806.0K | 2.8% | ▲+8.6% Added · +64K sh | |
| 15 | Gentherm Inc COM | $34.3M | 1.23M | 2.8% | ▲+18% Added · +187K sh | |
| 16 | Ball Corp COM | $33.1M | 560.0K | 2.7% | ▲+24% Added · +108K sh | |
| 17 | Thermon Group Hldgs Inc COM | $32.6M | 646.7K | 2.6% | ▼−16% Reduced · −125K sh | |
| 18 | Armstrong World Inds Inc New COM | $32.3M | 196.0K | 2.6% | ▲+14% Added · +24K sh | |
| 19 | Rentokil Initial PLC SPONSORED ADR | $30.7M | 975.5K | 2.5% | ▲+10% Added · +89K sh | |
| 20 | Ul Solutions Inc CLASS A COM SHS | $29.4M | 342.5K | 2.4% | ▲+11% Added · +35K sh | |
| 21 | CTS Corp COM | $28.4M | 594.4K | 2.3% | ▲+9.3% Added · +50K sh | |
| 22 | Calix Inc COM | $28.0M | 572.5K | 2.3% | ▲+7.3% Added · +39K sh | |
| 23 | Pool Corp COM | $27.3M | 135.0K | 2.2% | ▲New New position | |
| 24 | Scotts Miracle-Gro Co CL A | $26.6M | 437.5K | 2.2% | ▲+99% Added · +218K sh | |
| 25 | Nokia Corp SPONSORED ADR | $23.7M | 2.95M | 1.9% | ▼−12% Reduced · −392K sh | |
| 26 | Nlight Inc COM | $23.6M | 413.6K | 1.9% | ▼−66% Reduced · −789K sh | |
| 27 | Casella Waste Sys Inc CL A | $22.3M | 281.5K | 1.8% | ▲+44% Added · +85K sh | |
| 28 | Ichor Holdings SHS | $21.9M | 469.2K | 1.8% | ▼−2.8% Reduced · −13K sh | |
| 29 | Manchester Utd PLC New ORD CL A | $20.4M | 1.21M | 1.7% | ▲+9.9% Added · +109K sh | |
| 30 | Balchem Corp COM | $19.5M | 114.8K | 1.6% | ▼−1.0% Reduced · −1K sh | |
| 31 | Vishay Precision Group Inc COM | $17.4M | 401.6K | 1.4% | ▲+5.2% Added · +20K sh | |
| 32 | Knowles Corp COM | $17.1M | 664.5K | 1.4% | ▲+1.8% Added · +12K sh | |
| 33 | Check Point Software Tech LT ORD | $15.6M | 109.5K | 1.3% | ▼−11% Reduced · −14K sh | |
| 34 | Palo Alto Networks Inc COM | $14.6M | 91.0K | 1.2% | ▲New New position | |
| 35 | Riskified Ltd SHS CL A | $13.3M | 3.40M | 1.1% | ▲+9.7% Added · +301K sh | |
| 36 | Liberty Media Corp Del COM LBTY ONE S C | $10.5M | 123.5K | 0.9% | ▲New New position | |
| 37 | Matrix SVC Co COM | $10.4M | 905.0K | 0.8% | ▲+6.1% Added · +52K sh | |
| 38 | Great Lakes Dredge & Dock Co COM | $10.4M | 610.0K | 0.8% | ▼−84% Reduced · −3.1M sh | |
| 39 | Wyndham Hotels & Resorts Inc COM | $9.8M | 121.0K | 0.8% | ▲New New position | |
| 40 | Dnow Inc COM | $8.7M | 730.9K | 0.7% | ▼−62% Reduced · −1.2M sh | |
| 41 | Orion S.A. COM | $8.5M | 1.30M | 0.7% | ▼−46% Reduced · −1.1M sh | |
| 42 | State STR SPDR S&P 500 ETF T TR UNIT | $8.5M | 13.0K | 0.7% | ▲New New position | |
| 43 | Liberty Media Corp Del COM LBTY ONE S A | $4.7M | 60.0K | 0.4% | ▲New New position | |
| 44 | Applied Digital Corp COM NEW | $3.6M | 150.0K | 0.3% | ▼−40% Reduced · −100K sh | |
| 45 | Varonis Sys Inc COM | $3.0M | 140.0K | 0.2% | ▼−66% Reduced · −266K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $17.3M | 30K |
| PUT · bearish | ISHARES RUSSELL 2000 ETFIWM | $8.1M | 33K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.