Filer Name: HARVEY PARTNERS, LLC
CIK: 1406484
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 42
Portfolio Value: $0.89B

Harvey Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AZZ US AZZ INC 681,000 $56M 6.20% 2.3% -
WCN US WASTE CONNECTIONS INC 274,000 $47M 5.22% 8.5% -
ADEA US ADEIA INC 3,120,000 $44M 4.84% 2.2% -
GLDD US GREAT LAKES DREDGE & DOCK CO 3,704,000 $42M 4.64% 1.5% -
RTO US RENTOKIL INITIAL PLC-SP ADR 1,627,500 $41M 4.58% 13.8% -
SUM US SUMMIT MATERIALS INC -CL A 808,000 $41M 4.54% 0.2% -
BWXT US BWX TECHNOLOGIES INC 353,000 $39M 4.37% -13.5% -
NPO US ENPRO INC 217,500 $38M 4.17% 2.4% -
BV US BRIGHTVIEW HOLDINGS INC 1,946,000 $31M 3.46% 4.1% -
AWI US ARMSTRONG WORLD INDUSTRIES 213,500 $30M 3.35% -7.4% -
OEC US ORION SA 1,807,500 $29M 3.17% 6.6% -
LFUS US LITTELFUSE INC 120,000 $28M 3.14% -9.4% -
VMEO US VIMEO INC 4,210,000 $27M 2.99% 4.3% -
FARO US FARO TECHNOLOGIES INC 1,029,500 $26M 2.90% 2.3% -
BATRK US ATLANTA BRAVES HOLDINGS IN-C 592,500 $23M 2.52% 16.9% -
VRNS US VARONIS SYSTEMS INC 501,000 $22M 2.47% -13.9% -
THR US THERMON GROUP HOLDINGS INC 765,000 $22M 2.44% -9.0% -
CHKP US CHECK POINT SOFTWARE TECH 109,500 $20M 2.27% 25.5% -
MKSI US MKS INSTRUMENTS INC 189,500 $20M 2.20% 11.5% -
LASR US NLIGHT INC 1,775,000 $19M 2.07% 2.3% -
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