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Asset Manager ← All Institutions

Harvey Partners, LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
41
-6
New Purchases
0
Added To
0
Closed
41
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0%
Large Cap 12 $0 0%
Mid Cap 18 $0 0%
Small Cap 10 $0 0%

Portfolio Analytics

Avg Market Cap
$48.9B
Median Market Cap
$4.4B
Avg P/E
53.7
Median P/E
38.8
Avg Dividend Yield
0.00%
Avg Beta
1.26
# Stocks
40
# ETFs / Funds
1

Top Holdings (41 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MANU —% -$18M -1,103,409 -100.0% SOLD
2 SMG —% -$13M -220,000 -100.0% SOLD
3 OEC —% -$13M -2,409,415 -100.0% SOLD
4 NOK —% -$22M -3,337,782 -100.0% SOLD
5 THR —% -$29M -772,070 -100.0% SOLD
6 DNOW —% -$26M -1,939,399 -100.0% SOLD
7 KN —% -$14M -652,500 -100.0% SOLD
8 VPG —% -$15M -381,573 -100.0% SOLD
9 BV —% -$33M -2,609,000 -100.0% SOLD
10 MIAX —% -$2M -50,000 -100.0% SOLD
11 AWI —% -$33M -171,547 -100.0% SOLD
12 BLL —% -$24M -452,500 -100.0% SOLD
13 NGVT —% -$37M -629,430 -100.0% SOLD
14 AZZ —% -$39M -364,585 -100.0% SOLD
15 RSKD —% -$15M -3,095,477 -100.0% SOLD
16 MLM —% -$32M -51,135 -100.0% SOLD
17 NPO —% -$53M -249,173 -100.0% SOLD
18 RTO —% -$26M -886,169 -100.0% SOLD
19 CTS —% -$23M -544,044 -100.0% SOLD
20 CALX —% -$28M -533,732 -100.0% SOLD
21 BWXT —% -$43M -251,472 -100.0% SOLD
22 APLD —% -$6M -250,000 -100.0% SOLD
23 MTRN —% -$40M -319,500 -100.0% SOLD
24 ULS —% -$24M -307,758 -100.0% SOLD
25 LASR —% -$45M -1,202,502 -100.0% SOLD
26 MKSI —% -$46M -289,197 -100.0% SOLD
27 ADEA —% -$45M -2,616,383 -100.0% SOLD
28 CHKP —% -$23M -123,101 -100.0% SOLD
29 LFUS —% -$30M -117,500 -100.0% SOLD
30 CWST —% -$19M -196,142 -100.0% SOLD
31 ASTE —% -$27M -621,700 -100.0% SOLD
32 BCPC —% -$18M -116,000 -100.0% SOLD
33 WCN —% -$39M -224,159 -100.0% SOLD
34 MTRX —% -$10M -852,678 -100.0% SOLD
35 THRM —% -$38M -1,046,499 -100.0% SOLD
36 VRNS —% -$13M -406,085 -100.0% SOLD
37 NOVT —% -$36M -304,000 -100.0% SOLD
38 ICHR —% -$9M -482,500 -100.0% SOLD
39 VOO —% -$9M -14,200 -100.0% SOLD
40 GLDD —% -$49M -3,703,215 -100.0% SOLD
41 CYBR —% -$20M -44,235 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
IWM $0 SOLD

Sold Out Positions

SymbolValue% Port
MANU —%
OEC —%
NOK —%
THR —%
DNOW —%
KN —%
VPG —%
BV —%
MIAX —%
AWI —%
SMG —%
NGVT —%
AZZ —%
RSKD —%
MLM —%
View SEC EDGAR Filings for Harvey Partners, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms