account_balance
Investment manager · 13F filer · SEC CIK 1406484
Harvey Partners, LLC
Reported value$1.44Bas of Jun 30, 2026
Positions47 6 new, 4 sold out
Top 10 weight39.0%NPO alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NPOEnpro Inc
5.4%Trimmed −18%
MTRNMaterion Corp
4.5%Trimmed −25%
MKSIMKS Inc.
4.4%Trimmed −42%
NGVTIngevity Corp
3.8%
ADEAAdeia Inc
3.7%Trimmed −41%
LFUSLittelfuse Inc
3.6%Trimmed −7%
MLMMartin Marietta Matls Inc
3.5%Added +36%
AZZAzz Inc
3.5%Trimmed −8%
WCNWaste Connections Inc
3.3%Added +11%
NOVTNovanta Inc
3.3%Trimmed −8%
BWXTBWX Technologies Inc
3.3%Trimmed −5%
THRMGentherm Inc
3.1%Added +8%
NPOEnpro Inc
5.4%Trimmed −18%
MTRN4.5%MKSI4.4%NGVT3.8%ADEA3.7%LFUS3.6%MLM3.5%AZZ3.5%WCN3.3%NOVT3.3%BWXT3.3%THRM3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NPO Enpro Inc 5.4% Trimmed −18%MTRN Materion Corp 4.5% Trimmed −25%MKSI MKS Inc. 4.4% Trimmed −42%NGVT Ingevity Corp 3.8% HeldADEA Adeia Inc 3.7% Trimmed −41%LFUS Littelfuse Inc 3.6% Trimmed −7%MLM Martin Marietta Matls Inc 3.5% Added +36%AZZ Azz Inc 3.5% Trimmed −8%WCN Waste Connections Inc 3.3% Added +11%NOVT Novanta Inc 3.3% Trimmed −8%BWXT BWX Technologies Inc 3.3% Trimmed −5%THRM Gentherm Inc 3.1% Added +8%
What changed