HP

Harvey Partners, LLC

13F
Harvey Partners, LLC
Last update 2025-05-15 42 Stocks (2 new)
Value $857.00 Mil Turnover 11 %
Countries:
Top Holdings: WCN(6.51%)AZZ(6.31%)ADEA(4.89%)RTO(4.39%)NPO(4.34%)
Summary Stock Picks Current Portfolio
Harvey Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WCN 		Waste Connections Inc
286,000
55,824.3
+4.38%
6.510
+0.27%
0.110
+2.86%
+12.59%
49,756.4
Waste Management
AZZ 		AZZ Inc
647,000
54,095.7
-4.99%
6.310
-0.31%
2.160
-5.56%
+14.01%
2,782.5
Business Services
ADEA 		Adeia Inc
3,172,500
41,940.4
+1.68%
4.890
+0.08%
2.920
-17.78%
-3.61%
1,457.2
Software
RTO 		Rentokil Initial PLC
1,642,000
37,601.8
+0.89%
4.390
+0.04%
0.330
-9.47%
-5.50%
11,824.4
Business Services
NPO 		Enpro Inc
230,000
37,211.7
+5.75%
4.340
+0.24%
1.090
-11.22%
+6.81%
3,868.9
Industrial Products
BV 		BrightView Holdings Inc
2,580,500
33,133.6
+32.61%
3.860
+0.95%
2.710
+12.87%
+1.22%
1,542.4
Business Services
GLDD 		Great Lakes Dredge & Dock Corp
3,733,000
32,477.1
+0.78%
3.790
+0.03%
5.500
+28.66%
-2.79%
745.5
Construction
BWXT 		BWX Technologies Inc
329,000
32,455.8
-6.80%
3.790
-0.30%
0.360
+2.18%
-1.22%
10,004.0
Aerospace & Defense
AWI 		Armstrong World Industries Inc
213,500
30,077.9
0%
3.510
0%
0.490
+5.25%
+13.39%
6,930.8
Construction
FARO 		Faro Technologies Inc
1,032,000
28,173.6
+0.24%
3.290
+0.01%
5.370
+47.23%
+66.44%
811.5
Hardware

Harvey Partners, LLC's Historical Top Holdings Breakdowns

Harvey Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SUM Unlock Delisted Summit Materials Inc2025-03-31Sold Out
-4.54%
●
50.95 ($52.09) 52.49
$52.49
0.77%
Sold Out
0
-808,000
NOK 		Nokia Oyj2025-03-31New Buy
+2.57%
●
4.44 ($4.89) 5.42
$5.24
7.06%
New holding
4,177,500
4,177,500
DY 		Dycom Industries Inc2025-03-31Sold Out
-1.64%
●
136.75 ($172.29) 200.56
$191.86
11.36%
Sold Out
0
-85,000
VMEO 		Vimeo Inc2025-03-31Reduce
-1.60%
●
5.26 ($6.06) 6.93
$4.61
-23.93%
Reduce -53.59%
1,954,000
-2,256,000
SMG 		The Scotts Miracle Gro Co2025-03-31New Buy
+1.25%
●
54.76 ($64.65) 77.7
$62.38
-3.52%
New holding
196,000
196,000
BV 		BrightView Holdings Inc2025-03-31Add
+0.95%
●
12.27 ($14.32) 16.15
$16.18
13.02%
Add 32.61%
2,580,500
634,500
MKSI 		MKS Instruments Inc2025-03-31Add
+0.67%
●
78.89 ($100.97) 122.69
$87.87
-12.97%
Add 37.73%
261,000
71,500
MRC 		MRC Global Inc2025-03-31Add
+0.58%
●
11.11 ($12.91) 15.27
$12.77
-1.12%
Add 29.78%
1,874,000
430,000
THRM 		Gentherm Inc2025-03-31Add
+0.53%
●
26.74 ($35.02) 40.76
$27.72
-20.85%
Add 48.85%
519,500
170,500
ENTG 		Entegris Inc2025-03-31Add
+0.44%
●
87.48 ($100.87) 109.53
$75.57
-25.08%
Add 35.95%
164,500
43,500

Harvey Partners, LLC Total Holding History ($B)

To

Harvey Partners, LLC's Asset Allocation

To

Harvey Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Harvey Partners, LLC's Hypothetical Growth since 2025-03-31

Harvey Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Harvey Partners, LLC's Holdings Heat Map

Size field:

Harvey Partners, LLC's Holdings Bubble Chart

Harvey Partners, LLC News

  • 1

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