Harvey Partners, LLC

Tarrytown, NY · CIK 1406484 · 13F filing filed 2025-08-14

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$1.2bn
Staff5 · 3 in investment roles
Main clients (by assets)Pension plans 87%, Private funds 12%
Private funds2 (2 hedge) · $143.3m gross assets
Websiteharveypartners.com
Form ADV · 2026-03-25SEC adviser record

Legal entityHarvey Partners, LLC (US)

Kindhedge funds, institutions, futures
Others nearbyTarrytown, NY

As an employer

Offices in1 country
Private fundshedge 2

$1.0bn reported value +18.8% vs Q1 2025

41positions

46.0%in top 10

3 new 27 added 9 reduced 3 sold out vs Q1 2025

Options: 0 call positions (— notional), 1 put positions ($17.9m notional) – listed below, not included above.

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AZZ INC COM AZZ	AZZ	600,275	$56.7m5.66%	5.66%	Reduced -46.7k	-46,725 -7.2%
2	WASTE CONNECTIONS INC COM WCN	WCN	287,500	$53.7m5.36%	5.36%	Added +1.5k	+1,500 0.5%
3	BWX TECHNOLOGIES INC COM BWXT	BWXT	335,500	$48.3m4.82%	4.82%	Added +6.5k	+6,500 2.0%
4	BRIGHTVIEW HLDGS INC COM BV	BV	2,808,000	$46.8m4.67%	4.67%	Added +227.5k	+227,500 8.8%
5	ENPRO INC COM NPO	NPO	238,892	$45.8m4.57%	4.57%	Added +8.9k	+8,892 3.9%
6	GREAT LAKES DREDGE & DOCK CO COM GLDD	GLDD	3,733,000	$45.5m4.54%	4.54%	Unchanged
7	ADEIA INC COM ADEA	ADEA	3,189,944	$45.1m4.50%	4.50%	Added +17.4k	+17,444 0.6%
8	FARO TECHNOLOGIES INC COM FARO	FARO	972,016	$42.7m4.26%	4.26%	Reduced -60.0k	-59,984 -5.8%
9	NLIGHT INC COM LASR	LASR	2,107,348	$41.5m4.14%	4.14%	Added +34.3k	+34,348 1.7%
10	ARMSTRONG WORLD INDS INC NEW COM AWI	AWI	214,055	$34.8m3.47%	3.47%	Added +555	+555 0.3%
11	ATLANTA BRAVES HLDGS INC COM SER C BATRK	BATRK	709,386	$33.2m3.31%	3.31%	Added +48.4k	+48,386 7.3%
12	SCOTTS MIRACLE-GRO CO CL A SMG	SMG	456,843	$30.1m3.01%	3.01%	Added +260.8k	+260,843 133.1%
13	RENTOKIL INITIAL PLC SPONSORED ADR RTO	RTO	1,220,000	$29.3m2.92%	2.92%	Reduced -422.0k	-422,000 -25.7%
14	CALIX INC COM CALX	CALX	524,177	$27.9m2.78%	2.78%	Added +3.2k	+3,177 0.6%
15	MKS INC. COM MKSI	MKSI	269,599	$26.8m2.67%	2.67%	Added +8.6k	+8,599 3.3%
16	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	120,820	$26.7m2.67%	2.67%	Added +820	+820 0.7%
17	MRC GLOBAL INC COM MRC	MRC	1,936,560	$26.6m2.65%	2.65%	Added +62.6k	+62,560 3.3%
18	MARTIN MARIETTA MATLS INC COM MLM	MLM	47,930	$26.3m2.63%	2.63%	Added +19.9k	+19,930 71.2%
19	ORION S.A. COM OEC	OEC	2,424,995	$25.4m2.54%	2.54%	Added +326.0k	+325,995 15.5%
20	INGEVITY CORP COM NGVT	NGVT	572,047	$24.6m2.46%	2.46%	Added +213.5k	+213,547 59.6%
21	UL SOLUTIONS INC CLASS A COM SHS ULS	ULS	334,012	$24.3m2.43%	2.43%	Added +2.0k	+2,012 0.6%
22	NOKIA CORP SPONSORED ADR NOK	NOK	4,203,952	$21.8m2.17%	2.17%	Added +26.5k	+26,452 0.6%
23	VARONIS SYS INC COM VRNS	VRNS	388,759	$19.7m1.97%	1.97%	Reduced -74.2k	-74,241 -16.0%
24	THERMON GROUP HLDGS INC COM COM		639,731	$18.0m1.79%	1.79%	Reduced -63.3k	-63,269 -9.0%
25	MANCHESTER UTD PLC NEW ORD CL A MANU	MANU	951,698	$16.9m1.69%	1.69%	Added +6.7k	+6,698 0.7%
26	GENTHERM INC COM THRM	THRM	593,428	$16.8m1.68%	1.68%	Added +73.9k	+73,928 14.2%
27	MATRIX SVC CO COM MTRX	MTRX	1,221,762	$16.5m1.65%	1.65%	Reduced -311.2k	-311,238 -20.3%
28	CYBERARK SOFTWARE LTD SHS CYBR	CYBR	39,269	$16.0m1.59%	1.59%	Added +269	+269 0.7%
29	LITTELFUSE INC COM LFUS	LFUS	66,937	$15.2m1.51%	1.51%	Reduced -54.1k	-54,063 -44.7%
30	CASELLA WASTE SYS INC CL A CWST	CWST	130,325	$15.0m1.50%	1.50%	New
31	ASTEC INDS INC COM ASTE	ASTE	337,845	$14.1m1.41%	1.41%	Added +2.8k	+2,845 0.8%
32	RISKIFIED LTD SHS CL A RSKD	RSKD	2,569,145	$12.8m1.28%	1.28%	Added +16.1k	+16,145 0.6%
33	CTS CORP COM CTS	CTS	282,536	$12.0m1.20%	1.20%	Reduced -54.5k	-54,464 -16.2%
34	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	17,480	$9.6m0.96%	0.96%	New
35	ISHARES TR RUSSELL 2000 ETF IWM	IWM	40,000	$8.6m0.86%	0.86%	New
36	VISHAY PRECISION GROUP INC COM VPG	VPG	306,685	$8.6m0.86%	0.86%	Added +1.7k	+1,685 0.6%
37	VIMEO INC COMMON STOCK VMEO	VMEO	1,962,772	$7.9m0.79%	0.79%	Added +8.8k	+8,772 0.5%
38	SOUNDTHINKING INC COM SSTI	SSTI	277,107	$3.6m0.36%	0.36%	Added +8.1k	+8,107 3.0%
39	COPART INC COM CPRT	CPRT	61,000	$3.0m0.30%	0.30%	Added +17.0k	+17,000 38.6%
40	APPLIED DIGITAL CORP COM NEW APLD	APLD	250,000	$2.5m0.25%	0.25%	Unchanged
41	HARVARD BIOSCIENCE INC COM COM		2,141,099	$950.2k0.09%	0.09%	Reduced -46.4k	-46,401 -2.1%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
ENTEGRIS INC ENTG	ENTG	164,500	$14.4m164.5k shares
SOLARWINDS CORP SWI	SWI	712,000	$13.1m712.0k shares
SEALED AIR CORP NEW		367,000	$10.6m367.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
INVESCO QQQ TR QQQ · Put	QQQ	Put	32,500	$17.9m32.5k shares	Added