Harvey Partners, LLC
Net seller this quarter
$1.46B
47
-$168M
38.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NPO | $78.2M | 5.36% | 0.98% | -18.1% | Q3 2020 |
 MTRN | $65.4M | 4.48% | 1.06% | -24.9% | Q3 2025 |
 MKSI | $62.7M | 4.30% | 0.21% | -42.0% | Q2 2023 |
| NGVT | $54.8M | 3.75% | 2.13% | -1.2% | Q3 2024 |
 ADEA | $53.4M | 3.66% | 1.47% | -41.1% | Q4 2022 |
 LFUS | $51.2M | 3.51% | 0.45% | -7.4% | Q1 2024 |
 MLM | $50.2M | 3.44% | 0.14% | +36.2% | Q1 2019 |
 AZZ | $50.1M | 3.43% | 1.08% | -8.1% | Q4 2020 |
 WCN | $47.9M | 3.28% | 0.11% | +11.1% | Q4 2022 |
 NOVT | $47.7M | 3.27% | 0.83% | -8.1% | Q4 2025 |
 BWXT | $47.3M | 3.24% | 0.27% | -4.8% | Q1 2017 |
 THRM | $45.2M | 3.10% | 4.32% | +7.5% | Q4 2024 |
 BV | $43.6M | 2.99% | 3.32% | +4.8% | Q1 2024 |
 ASTE | $41.2M | 2.82% | 2.93% | +0.3% | Q2 2013 |
 BALL | $40.8M | 2.79% | 0.25% | +16.7% | Q4 2025 |
 BATRK | $39.3M | 2.69% | Not reported | -6.1% | Q4 2023 |
 POOL | $37.4M | 2.56% | 0.48% | +28.9% | Q1 2026 |
 SMG | $37M | 2.53% | 0.93% | +24.1% | Q1 2025 |
 CTS | $35.5M | 2.43% | 1.91% | -8.3% | Q3 2020 |
 AWI | $32.9M | 2.25% | 0.48% | +4.6% | Q2 2020 |
 ULS | $32.7M | 2.24% | 0.16% | -6.4% | Q2 2024 |
 CWST | $30.1M | 2.06% | Not reported | +10.2% | Q2 2025 |
 CECO | $28.2M | 1.93% | 0.53% | New | Q2 2026 |
 RTO | $28.2M | 1.93% | 0.04% | +0.9% | Q4 2022 |
 VPG | $26.6M | 1.82% | 1.45% | -55.8% | Q3 2013 |
 MANU | $25.9M | 1.77% | Not reported | -7.0% | Q1 2022 |
 KN | $25.5M | 1.74% | 0.72% | -7.6% | Q2 2014 |
 ICHR | $23.1M | 1.58% | 0.55% | -56.1% | Q4 2016 |
 BCPC | $23M | 1.57% | 0.43% | +18.5% | Q4 2025 |
 LASR | $21.1M | 1.44% | 0.53% | -26.8% | Q1 2023 |
 NOK | $19.3M | 1.32% | 0.03% | -50.6% | Q1 2017 |
 CTAS | $19M | 1.30% | 0.03% | New | Q2 2026 |
 FWONK | $16.6M | 1.13% | Not reported | +40.9% | Q1 2026 |
 SITE | $16.5M | 1.13% | 0.33% | Not reported | Q2 2016 |
 PANW | $16.4M | 1.12% | 0.01% | -47.3% | Q1 2026 |
 AIN | $16.2M | 1.11% | 0.77% | New | Q2 2026 |
 RSKD | $16M | 1.09% | Not reported | -6.8% | Q4 2022 |
 CALX | $15.7M | 1.07% | 0.67% | -26.6% | Q4 2024 |
 WH | $13.3M | 0.91% | 0.21% | +30.2% | Q1 2026 |
 SPY | $11.2M | 0.77% | Not reported | +15.4% | Q1 2026 |
 MTRX | $11.2M | 0.76% | 2.95% | -9.9% | Q2 2013 |
 FND | $9.23M | 0.63% | 0.15% | New | Q2 2026 |
| FWONA | $8.94M | 0.61% | Not reported | +70.2% | Q1 2026 |
 OEC | $7.89M | 0.54% | 2.11% | -8.7% | Q3 2014 |
| AADX | $7.5M | 0.51% | 0.19% | New | Q2 2026 |
 APLD | $5.6M | 0.38% | 0.05% | Not reported | Q2 2022 |
 CHKP | $5.45M | 0.37% | 0.04% | -62.1% | Q3 2023 |
| Q1 2026 | |||||
| ADEA | $66.2M | 5.27% | 2.50% | +5.3% | Q4 2022 |
| NPO | $63.5M | 5.06% | 1.19% | +1.7% | Q3 2020 |
| MKSI | $55.9M | 4.45% | 0.36% | -15.8% | Q2 2023 |
| NGVT | $53M | 4.21% | 2.13% | +18.1% | Q3 2024 |
| BWXT | $52.2M | 4.15% | 0.28% | +1.5% | Q1 2017 |
| AZZ | $44M | 3.50% | 1.18% | -3.6% | Q4 2020 |
| MTRN | $42.4M | 3.37% | 1.41% | -8.3% | Q3 2025 |
| WCN | $42M | 3.34% | 0.10% | +15.3% | Q4 2022 |
| LFUS | $41.2M | 3.28% | 0.48% | +3.4% | Q1 2024 |
| NOVT | $37.8M | 3.01% | 0.90% | +5.3% | Q4 2025 |
| MLM | $37.6M | 2.99% | 0.11% | +25.0% | Q1 2019 |
| ASTE | $36.2M | 2.88% | 2.93% | +8.1% | Q2 2013 |
| BV | $34.6M | 2.76% | 3.14% | +12.6% | Q1 2024 |
| BATRK | $34.4M | 2.74% | Not reported | +8.6% | Q4 2023 |
| THRM | $34.3M | 2.73% | 4.02% | +17.9% | Q4 2024 |
| BALL | $33.1M | 2.63% | 0.21% | +23.8% | Q4 2025 |
| THR | $32.6M | 2.59% | 1.97% | -16.2% | Q3 2020 |
| AWI | $32.3M | 2.57% | 0.46% | +14.3% | Q2 2020 |
| RTO | $30.7M | 2.44% | 0.04% | +10.1% | Q4 2022 |
| ULS | $29.4M | 2.34% | 0.17% | +11.3% | Q2 2024 |
| CTS | $28.4M | 2.26% | 2.08% | +9.3% | Q3 2020 |
| CALX | $28M | 2.23% | 0.89% | +7.3% | Q4 2024 |
| POOL | $27.3M | 2.17% | 0.37% | New | Q1 2026 |
| SMG | $26.6M | 2.12% | 0.75% | +98.9% | Q1 2025 |
| NOK | $23.7M | 1.88% | 0.05% | -11.8% | Q1 2017 |
| LASR | $23.6M | 1.88% | 0.73% | -65.6% | Q1 2023 |
| CWST | $22.3M | 1.78% | Not reported | +43.5% | Q2 2025 |
| ICHR | $21.9M | 1.74% | 1.35% | -2.8% | Q4 2016 |
| MANU | $20.4M | 1.62% | Not reported | +9.9% | Q1 2022 |
| BCPC | $19.5M | 1.55% | 0.36% | -1.0% | Q4 2025 |
| VPG | $17.4M | 1.39% | 3.28% | +5.2% | Q3 2013 |
| KN | $17.1M | 1.36% | 0.78% | +1.8% | Q2 2014 |
| CHKP | $15.6M | 1.24% | 0.10% | -11.1% | Q3 2023 |
| PANW | $14.6M | 1.16% | 0.01% | New | Q1 2026 |
| RSKD | $13.3M | 1.06% | Not reported | +9.7% | Q4 2022 |
| FWONK | $10.5M | 0.84% | Not reported | New | Q1 2026 |
| MTRX | $10.4M | 0.83% | 3.22% | +6.1% | Q2 2013 |
| GLDD | $10.4M | 0.83% | 0.91% | -83.5% | Q1 2018 |
| WH | $9.83M | 0.78% | 0.16% | New | Q1 2026 |
 DNOW | $8.71M | 0.69% | 0.40% | -62.3% | Q4 2025 |
| OEC | $8.48M | 0.67% | 2.31% | -45.9% | Q3 2014 |
| SPY | $8.45M | 0.67% | Not reported | New | Q1 2026 |
| FWONA | $4.68M | 0.37% | Not reported | New | Q1 2026 |
| APLD | $3.56M | 0.28% | 0.05% | -40.0% | Q2 2022 |
 VRNS | $3.01M | 0.24% | 0.12% | -65.5% | Q3 2022 |
| Q4 2025 | |||||
| NPO | $53.4M | 4.73% | 1.18% | +0.1% | Q3 2020 |
| GLDD | $48.6M | 4.31% | 5.55% | +0.1% | Q1 2018 |
| MKSI | $46.2M | 4.10% | 0.43% | +0.1% | Q2 2023 |
| ADEA | $45.1M | 4.00% | 2.40% | +0.1% | Q4 2022 |
| LASR | $45.1M | 4.00% | 2.35% | -14.0% | Q1 2023 |
| BWXT | $43.5M | 3.85% | 0.28% | -13.1% | Q1 2017 |
| MTRN | $39.7M | 3.52% | 1.54% | +0.5% | Q3 2025 |
| WCN | $39.3M | 3.48% | 0.09% | +0.1% | Q4 2022 |
| AZZ | $39.1M | 3.46% | 1.22% | -24.9% | Q4 2020 |
| THRM | $38.1M | 3.37% | 3.43% | +2.2% | Q4 2024 |
| NGVT | $37.2M | 3.30% | 1.77% | +4.7% | Q3 2024 |
| NOVT | $36.2M | 3.21% | 0.85% | New | Q4 2025 |
| BV | $33.1M | 2.93% | 2.76% | -11.5% | Q1 2024 |
| AWI | $32.8M | 2.90% | 0.40% | +3.2% | Q2 2020 |
| MLM | $31.8M | 2.82% | 0.08% | +0.1% | Q1 2019 |
| LFUS | $29.7M | 2.63% | 0.47% | +8.1% | Q1 2024 |
| BATRK | $29.3M | 2.59% | Not reported | +0.1% | Q4 2023 |
| THR | $28.7M | 2.54% | 2.35% | +0.1% | Q3 2020 |
| CALX | $28.3M | 2.50% | 0.80% | 0.0% | Q4 2024 |
| ASTE | $26.9M | 2.39% | 2.72% | +24.1% | Q2 2013 |
| RTO | $26.1M | 2.31% | 0.04% | +0.1% | Q4 2022 |
| DNOW | $25.7M | 2.28% | 1.04% | New | Q4 2025 |
| ULS | $24.3M | 2.15% | 0.15% | -16.8% | Q2 2024 |
| BALL | $24M | 2.12% | 0.17% | New | Q4 2025 |
| CTS | $23.3M | 2.07% | 1.89% | +10.2% | Q3 2020 |
| CHKP | $22.8M | 2.02% | 0.12% | +0.1% | Q3 2023 |
| NOK | $21.6M | 1.91% | 0.06% | -22.2% | Q1 2017 |
| CWST | $19.2M | 1.70% | Not reported | +0.1% | Q2 2025 |
| BCPC | $17.8M | 1.58% | 0.36% | New | Q4 2025 |
| MANU | $17.6M | 1.56% | Not reported | +0.1% | Q1 2022 |
| RSKD | $15.4M | 1.36% | Not reported | +0.1% | Q4 2022 |
| VPG | $14.7M | 1.30% | 3.11% | +2.6% | Q3 2013 |
| KN | $14M | 1.24% | 0.77% | +4.8% | Q2 2014 |
| VRNS | $13.3M | 1.18% | 0.35% | +0.1% | Q3 2022 |
| SMG | $12.8M | 1.14% | 0.38% | -53.3% | Q1 2025 |
| OEC | $12.7M | 1.13% | 4.29% | -0.6% | Q3 2014 |
| MTRX | $9.98M | 0.88% | 3.03% | 0.0% | Q2 2013 |
| ICHR | $8.89M | 0.79% | 1.40% | +165.1% | Q4 2016 |
| APLD | $6.13M | 0.54% | 0.09% | Not reported | Q2 2022 |
 MIAX | $2.22M | 0.20% | 0.06% | Not reported | Q3 2025 |
 NP | $583K | 0.05% | 0.02% | New | Q4 2025 |
| Q3 2025 | |||||
| NPO | $56.3M | 5.00% | 1.18% | +4.2% | Q3 2020 |
| BWXT | $53.4M | 4.75% | 0.32% | -13.7% | Q1 2017 |
| AZZ | $53M | 4.71% | 1.62% | -19.1% | Q4 2020 |
| GLDD | $44.4M | 3.94% | 5.55% | -0.9% | Q1 2018 |
| ADEA | $43.9M | 3.91% | 2.39% | -18.0% | Q4 2022 |
| LASR | $41.4M | 3.68% | 2.75% | -33.7% | Q1 2023 |
| BV | $39.5M | 3.51% | 3.11% | +5.0% | Q1 2024 |
| WCN | $39.4M | 3.50% | 0.09% | -22.1% | Q4 2022 |
| MTRN | $38.4M | 3.42% | 1.53% | New | Q3 2025 |
| MKSI | $35.8M | 3.18% | 0.43% | +7.2% | Q2 2023 |
| THRM | $34.9M | 3.10% | 3.36% | +72.6% | Q4 2024 |
| NGVT | $33.2M | 2.95% | 1.67% | +5.1% | Q3 2024 |
| CALX | $32.7M | 2.91% | 0.81% | +1.8% | Q4 2024 |
| AWI | $32.6M | 2.90% | 0.39% | -22.3% | Q2 2020 |
| MLM | $32.2M | 2.86% | 0.08% | +6.6% | Q1 2019 |
| BATRK | $30.8M | 2.74% | Not reported | +4.5% | Q4 2023 |
| MRC | $29.4M | 2.62% | 2.40% | +5.5% | Q2 2020 |
| LFUS | $28.2M | 2.50% | 0.44% | +62.4% | Q1 2024 |
| SMG | $26.9M | 2.39% | 0.82% | +3.2% | Q1 2025 |
| ULS | $26.2M | 2.33% | 0.18% | +10.8% | Q2 2024 |
| CHKP | $25.4M | 2.26% | 0.11% | +1.8% | Q3 2023 |
| ASTE | $24.1M | 2.14% | 2.19% | +48.3% | Q2 2013 |
| VRNS | $23.3M | 2.07% | 0.34% | +4.4% | Q3 2022 |
| RTO | $22.3M | 1.99% | 0.04% | -27.5% | Q4 2022 |
| NOK | $20.6M | 1.84% | 0.08% | +2.1% | Q1 2017 |
| THR | $20.6M | 1.83% | 2.35% | +20.6% | Q3 2020 |
| CTS | $19.7M | 1.75% | 1.69% | +74.7% | Q3 2020 |
| CWST | $18.6M | 1.65% | Not reported | +50.4% | Q2 2025 |
| OEC | $18.4M | 1.63% | 4.32% | Not reported | Q3 2014 |
| MANU | $16.7M | 1.48% | Not reported | +15.9% | Q1 2022 |
| VMEO | $15.4M | 1.37% | Not reported | +1.3% | Q4 2022 |
 QQQ | $14.7M | 1.31% | Not reported | +40.1% | Q2 2025 |
| KN | $14.5M | 1.29% | 0.73% | Not reported | Q2 2014 |
| RSKD | $14.5M | 1.29% | Not reported | +20.4% | Q4 2022 |
| VPG | $11.9M | 1.06% | 3.04% | +21.3% | Q3 2013 |
| MTRX | $11.1M | 0.99% | 3.04% | -30.2% | Q2 2013 |
 DECK | $10.1M | 0.90% | 0.07% | New | Q3 2025 |
| APLD | $5.74M | 0.51% | 0.09% | Not reported | Q2 2022 |
| ICHR | $3.19M | 0.28% | 0.53% | Not reported | Q4 2016 |
| MIAX | $2.01M | 0.18% | 0.06% | New | Q3 2025 |
 SSTI | $1.8M | 0.16% | 1.18% | -46.0% | Q2 2017 |