Harvey Partners, LLC
CIK 1406484
13F filing for Q2 2026・No. 2,039
- Holdings
- US$1.46B
- Quarter change
- +US$203.71M
- Entries
- 48
- Net bought (estimate)
- −US$38.7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 4
- Cut 22
- Added 18
- Corporate actions 0
- Unchanged 1
Largest holdings
47 stocks worth US$1.44B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NPOENPRO INCCOM | Cut | 207,593 | US$78.25M | 5.43% |
| MTRNMATERION CORPCOM | Cut | 220,068 | US$65.45M | 4.54% |
| MKSIMKS INC.COM | AddedSplit 1:2 | 141,066 | US$62.75M | 4.35% |
| NGVTINGEVITY CORPCOM | Cut | 734,307 | US$54.83M | 3.80% |
| ADEAADEIA INCCOM | Cut | 1,622,353 | US$53.42M | 3.70% |
| LFUSLITTELFUSE INCCOM | Cut | 112,547 | US$51.25M | 3.55% |
| MLMMARTIN MARIETTA MATLS INCCOM | Added | 87,035 | US$50.19M | 3.48% |
| AZZ INCCOM | Cut | 323,137 | US$50.1M | 3.47% |
| WCNWASTE CONNECTIONS INCCOM | Added | 287,122 | US$47.86M | 3.32% |
| NOVTNOVANTA INCCOM | Cut | 294,122 | US$47.72M | 3.31% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.