Harvey Partners, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    tarrytown, NY
  • CIK
    0001406484
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

42

$857.47 M
WCN, AZZ, ADEA, RTO
13F-HR
May 15, 2025
000121465925007852

42

$900.41 M
AZZ, WCN, ADEA, GLDD
13F-HR
Feb 14, 2025
000121465925002810

43

$878.33 M
AZZ, WCN, BWXT, GLDD
13F-HR
Nov 14, 2024
000121465924019173

41

$831.59 M
AZZ, WCN, BWXT, HII
13F-HR
Aug 14, 2024
000121465924014701

41

$943.97 M
AZZ, BWXT, HII, VRNS
13F-HR
May 15, 2024
000121465924009326

43

$880.40 M
THERMON GROUP HLDGS INC, VRNS, ORION ENGINEERED CARBONS S A, HII
13F-HR
Feb 14, 2024
000121465924002850

42

$788.73 M
BWXT, THERMON GROUP HLDGS INC, VRNS, GTLS
13F-HR
Nov 14, 2023
000121465923015099

41

$817.74 M
THERMON GROUP HLDGS INC, ORION ENGINEERED CARBONS S A, BWXT, GTLS
13F-HR
Aug 14, 2023
000149315223028650

39

$808.09 M
ORION ENGINEERED CARBONS S A, THERMON GROUP HLDGS INC, BWXT, ADI
13F-HR
May 15, 2023
000149315223017521

38

$787.07 M
VALMONT INDS INC, THERMON GROUP HLDGS INC, CMP, ORION ENGINEERED CARBONS S A
13F-HR
Feb 14, 2023
000149315223004857

34

$683.25 M
VALMONT INDS INC, IWM, XPERI HOLDING CORP, ORION ENGINEERED CARBONS S A
13F-HR
Nov 14, 2022
000149315222031991

33

$454.83 M
VALMONT INDS INC, XPERI HOLDING CORP, GLDD, CBT
13F-HR
Aug 15, 2022
000149315222022889

35

$405.63 M
UIS, VALMONT INDS INC, TUFIN SOFTWARE TECHNOLOGIE, VPG
13F-HR
May 16, 2022
000149315222013866

33

$246.11 M
VPG, UIS, IWM, F
13F-HR
Feb 14, 2022
000090571822000321

31

$133.75 M
UIS, VPG, ASPN, TUFIN SOFTWARE TECHNOLOGIE
13F-HR
Nov 15, 2021
000090571821001504

34

$144.40 M
UIS, HBIO, VPG, ASPN
13F-HR
Aug 16, 2021
000090571821001077

39

$144.90 M
UIS, XPERI HOLDING CORP, GLDD, VPG
13F-HR
May 17, 2021
000090571821000704

47

$143.95 M
SPY, XPERI HOLDING CORP, UIS, VPG
13F-HR
Feb 16, 2021
000090571821000269

44

$76.97 M
ASPN, VALMONT INDS INC, UIS, XPERI HOLDING CORP
13F-HR
Nov 16, 2020
000090571820001107

38

$82.94 M
SPY, UIS, XPERI HOLDING CORP, IWM
13F-HR
Aug 14, 2020
000090571820000856

32

$110.51 M
UIS, EGIO, VPG, VALMONT INDS INC
RESTATEMENT
Jun 23, 2020
000090571820000605

34

$175.96 M
IWM, VPG, VALMONT INDS INC, ACA
13F-HR
Feb 14, 2020
000090571820000200

29

$138.37 M
VPG, VALMONT INDS INC, PWR, ORION ENGINEERED CARBONS S A
13F-HR
Nov 14, 2019
000090571819000925

29

$72.50 M
ASPN, VPG, SPY, VALMONT INDS INC
RESTATEMENT
Aug 27, 2019
000090571819000737

23

$60.40 M
NDQ, 9991735D, MLM, VPG
13F-HR
May 15, 2019
000090571819000459

18

$39.76 M
9991735D, VPG, VALMONT INDS INC, ORION ENGINEERED CARBONS S A
13F-HR
Feb 14, 2019
000090571819000195

23

$71.85 M
ORION ENGINEERED CARBONS S A, VPG, BWXT, KOP
13F-HR
Nov 14, 2018
000090571818000935

28

$76.76 M
VPG, ORION ENGINEERED CARBONS S A, BWXT, ODC
13F-HR
Aug 14, 2018
000090571818000749

27

$67.61 M
ORION ENGINEERED CARBONS S A, VPG, ODC, KOP
RESTATEMENT
May 16, 2018
000090571818000523

27

$78.79 M
ORION ENGINEERED CARBONS S A, 9991111D, VPG, SVW
13F-HR
Feb 14, 2018
000090571818000213

27

$87.09 M
IWM, ORION ENGINEERED CARBONS S A, GTTNQ, VPG
13F-HR
Nov 14, 2017
000090571817000968

31

$87.30 M
IWM, ORION ENGINEERED CARBONS S A, GTTNQ, BWXT
13F-HR
Aug 14, 2017
000090571817000770

33

$82.91 M
IWM, ORION ENGINEERED CARBONS S A, SVW, SBTA
13F-HR
May 15, 2017
000090571817000561

31

$95.25 M
IWM, ORION ENGINEERED CARBONS S A, ATKR, ENQ
RESTATEMENT
Feb 15, 2017
000090571817000266

33

$83.34 M
ORION ENGINEERED CARBONS S A, ENQ, UCTT, VPG
13F-HR
Nov 14, 2016
000090571816001752

38

$100.20 M
IWM, ORION ENGINEERED CARBONS S A, IWM, VPG
13F-HR
Aug 15, 2016
000090571816001607

37

$110.52 M
IWM, ORION ENGINEERED CARBONS S A, VPG, DCI
13F-HR
May 16, 2016
000090571816001422

36

$141.23 M
ORION ENGINEERED CARBONS S A, ODC, BLDR, VPG
13F-HR
Feb 16, 2016
000090571816001226

36

$161.24 M
GOOGL, BLDR, LBYYQ, VPG
13F-HR
Nov 16, 2015
000090571815000907

47

$214.98 M
XRM, BLDR, ENQ, VPG
13F-HR
Aug 14, 2015
000090571815000716

41

$251.26 M
SPDR S&P 500 ETF TR, IL, CMP, IWM
13F-HR
May 15, 2015
000090571815000467

1

$3.74 M
GTTNQ
NEW HOLDINGS
Mar 31, 2015
000090571815000325

48

$301.92 M
SPY, IWM, IL, LBYYQ
13F-HR
Feb 13, 2015
000090571815000158

50

$173.28 M
WMT, LBYYQ, CMP, ENQ
13F-HR
Nov 14, 2014
000090571814000753

55

$186.18 M
LBYYQ, ODC, CTB, ENQ
13F-HR
Aug 14, 2014
000090571814000532

60

$212.43 M
LBYYQ, SUPX, QCOM, IL
13F-HR
May 15, 2014
000090571814000243

43

$224.10 M
IWM, IWM, UCTT, WWFA
13F-HR
Feb 14, 2014
000114036114007891