Harvey Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HP Harvey Partners, LLC | Institutional Filer | ▲ 10.54% | $1.23B | 45 |
Current Portfolio Holdings
Showing all 45 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ADEA | Adeia Inc. | Technology | 2.8M | $66.2M | 5.38% |
| 2 | NPO | EnPro Industries, Inc. | Industrials | 254K | $63.5M | 5.16% |
| 3 | MKSI | MKS Inc. | Technology | 243K | $55.9M | 4.54% |
| 4 | NGVT | Ingevity Corporation | Basic Materials | 744K | $53.0M | 4.30% |
| 5 | BWXT | BWX Technologies, Inc. | Industrials | 255K | $52.2M | 4.24% |
| 6 | AZZ | AZZ Inc. | Industrials | 352K | $44.0M | 3.57% |
| 7 | MTRN | Materion Corporation | Basic Materials | 293K | $42.4M | 3.44% |
| 8 | WCN | Waste Connections, Inc. | Industrials | 259K | $42.0M | 3.41% |
| 9 | LFUS | Littelfuse, Inc. | Technology | 122K | $41.2M | 3.35% |
| 10 | NOVT | Novanta Inc. | Technology | 320K | $37.8M | 3.07% |
| 11 | MLM | Martin Marietta Materials, Inc. | Basic Materials | 64K | $37.6M | 3.06% |
| 12 | ASTE | Astec Industries, Inc. | Industrials | 672K | $36.2M | 2.94% |
| 13 | BV | BrightView Holdings, Inc. | Industrials | 2.9M | $34.6M | 2.81% |
| 14 | BATRK | Atlanta Braves Holdings, Inc. | Communication Services | 806K | $34.4M | 2.80% |
| 15 | THRM | Gentherm Incorporated | Consumer Cyclical | 1.2M | $34.3M | 2.78% |
Showing 1 to 15 of 45 holdings