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Harvey Partners, LLC

报告期 2026-03-31 · CIK 0001406484

持仓数

47

前50大市值合计

$1.26B

报告期

2026-03-31

当前持仓调仓

前 47 大持仓

标的

类型

市值

股数

占比*

ADEA ADEIA INC

COM

$66.2M

2,754,500

5.3%

NPO ENPRO INC

COM

$63.5M

253,500

5.1%

MKSI MKS INC.

COM

$55.9M

243,396

4.5%

NGVT INGEVITY CORP

COM

$53.0M

743,500

4.2%

BWXT BWX TECHNOLOGIES INC

COM

$52.2M

255,300

4.2%

AZZ AZZ INC

COM

$44.0M

351,500

3.5%

MTRN MATERION CORP

COM

$42.4M

293,121

3.4%

WCN WASTE CONNECTIONS INC

COM

$42.0M

258,500

3.3%

LFUS LITTELFUSE INC

COM

$41.2M

121,500

3.3%

NOVT NOVANTA INC

COM

$37.8M

320,000

3.0%

MLM MARTIN MARIETTA MATLS INC

COM

$37.6M

63,925

3.0%

ASTE ASTEC INDS INC

COM

$36.2M

672,200

2.9%

BV BRIGHTVIEW HLDGS INC

COM

$34.6M

2,938,000

2.8%

BATRK ATLANTA BRAVES HLDGS INC

COM SER C

$34.4M

806,000

2.7%

THRM GENTHERM INC

COM

$34.3M

1,233,500

2.7%

BALL BALL CORP

COM

$33.1M

560,000

2.6%

— THERMON GROUP HLDGS INC

COM

$32.6M

646,728

2.6%

AWI ARMSTRONG WORLD INDS INC NEW

COM

$32.3M

196,000

2.6%

RTO RENTOKIL INITIAL PLC

SPONSORED ADR

$30.7M

975,500

2.4%

ULS UL SOLUTIONS INC

CLASS A COM SHS

$29.4M

342,500

2.3%

CTS CTS CORP

COM

$28.4M

594,400

2.3%

CALX CALIX INC

COM

$28.0M

572,500

2.2%

POOL POOL CORP

COM

$27.3M

135,000

2.2%

SMG SCOTTS MIRACLE-GRO CO

CL A

$26.6M

437,500

2.1%

NOK NOKIA CORP

SPONSORED ADR

$23.7M

2,945,500

1.9%

LASR NLIGHT INC

COM

$23.6M

413,584

1.9%

CWST CASELLA WASTE SYS INC

CL A

$22.3M

281,500

1.8%

— ICHOR HOLDINGS

SHS

$21.9M

469,179

1.7%

— MANCHESTER UTD PLC NEW

ORD CL A

$20.4M

1,212,500

1.6%

BCPC BALCHEM CORP

COM

$19.5M

114,800

1.5%

VPG VISHAY PRECISION GROUP INC

COM

$17.4M

401,571

1.4%

QQQ INVESCO QQQ TR

UNIT SER 1 · 认沽

$17.3M

30,000

1.4%

KN KNOWLES CORP

COM

$17.1M

664,500

1.4%

— CHECK POINT SOFTWARE TECH LT

ORD

$15.6M

109,500

1.2%

PANW PALO ALTO NETWORKS INC

COM

$14.6M

91,000

1.2%

— RISKIFIED LTD

SHS CL A

$13.3M

3,396,000

1.1%

FWONK LIBERTY MEDIA CORP DEL

COM LBTY ONE S C

$10.5M

123,500

0.8%

MTRX MATRIX SVC CO

COM

$10.4M

905,000

0.8%

GLDD GREAT LAKES DREDGE & DOCK CO

COM

$10.4M

610,000

0.8%

WH WYNDHAM HOTELS & RESORTS INC

COM

$9.8M

121,000

0.8%

DNOW DNOW INC

COM

$8.7M

730,943

0.7%

— ORION S.A.

COM

$8.5M

1,304,000

0.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$8.5M

13,000

0.7%

IWM ISHARES TR

RUSSELL 2000 ETF · 认沽

$8.1M

32,500

0.6%

FWONA LIBERTY MEDIA CORP DEL

COM LBTY ONE S A

$4.7M

60,000

0.4%

APLD APPLIED DIGITAL CORP

COM NEW

$3.6M

150,000

0.3%

VRNS VARONIS SYS INC

COM

$3.0M

140,000

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

27%前 6 大占比

ADEA5.3%NPO5.1%MKSI4.5%NGVT4.2%BWXT4.2%AZZ3.5%

Harvey Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心