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CIK: 0001406484
Total reported value
$1.5B
$1.5B
41 檔
14.8%
As reported in its official Q1 2024 Form 13F filing, Harvey Partners, LLC's tracked investment portfolio stood at $1.5B with 41 total positions.
In Q1 2024, Harvey Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AZZ, BWXT, HII) accounted for 14.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZZ | Azz Inc | Stock-Industrials | 5.88% | -0.07% | — | |
| 2 | BWXT | Bwx Technologies Inc | Stock-Industrials | 4.40% | -0.91% | -8.58% | |
| 3 | HII | Huntington Ingalls Industrie | Stock-Industrials | 4.32% | — | -15.92% | |
| 4 | VRNS | Varonis Systems Inc | Stock-Tech | 4.20% | -0.24% | EXIT | |
| 5 | ONL | Orion Properties Inc. | Stock-Other | 4.16% | -0.13% | +3.15% | |
| 6 | WCN | Waste Connections Inc | Stock-Industrials | 4.15% | -0.06% | -6.56% | |
| 7 | NPO | Enpro Inc | Stock-Industrials | 4.13% | +0.30% | — | |
| 8 | 8TG | Thermon Group Holdings Inc | Stock-Other | 3.96% | -2.59% | EXIT | |
| 9 | ADEA | Adeia Inc | Stock-Other | 3.69% | -1.61% | -5.86% | |
| 10 | 7SU | Summit Materials Inc -cl A | Stock-Other | 3.55% | — | +17.42% | |
| 11 | CPRT | Copart Inc | Stock-Industrials | 3.52% | — | +16.58% | |
| 12 | AWI | Armstrong World Industries | Stock-Industrials | 3.24% | -0.32% | +2.71% | |
| 13 | GLDD | Great Lakes Dredge & Dock Co | Stock-Other | 3.17% | -0.83% | EXIT | |
| 14 | MLM | Martin Marietta Materials | Stock-Materials | 3.15% | +0.45% | +21.25% | |
| 15 | SDA | Sealed Air CORP | Stock-Consumer Disc | 2.82% | — | +12.60% | |
| 16 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 2.71% | -0.51% | +3.64% | |
| 17 | GTLS | Chart Industries Inc | Stock-Industrials | 2.62% | — | -33.04% | |
| 18 | EVBGEUR | Everbridge Inc | Stock-Other | 2.39% | — | +4.44% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.34% | +0.59% | — | |
| 20 | SRCLEUR | Stericycle Inc | Stock-Other | 2.29% | — | — | |
| 21 | MKSI | Mks Inc | Stock-Tech | 2.18% | -0.15% | +3.68% | |
| 22 | CTS | Cts CORP | Stock-Other | 2.12% | +0.17% | — | |
| 23 | 37M | Mrc Global Inc | Stock-Other | 2.00% | — | — | |
| 24 | VPG | Vishay Precision Group | Stock-Other | 1.89% | +0.43% | -10.24% | |
| 25 | MTRX | Matrix Service Co | Stock-Other | 1.87% | -0.07% | -5.08% | |
| 26 | RSKD | Riskified Ltd. | Stock-Other | 1.81% | +0.03% | +21.15% | |
| 27 | LFUS | Littelfuse Inc | Stock-Tech | 1.80% | +0.23% | — | |
| 28 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.77% | -0.87% | +9.68% | |
| 29 | VMEO* | Vimeo Inc | Stock-Other | 1.73% | — | +14.29% | |
| 30 | CMP | Compass Minerals Internation | Stock-Other | 1.60% | — | +15.54% | |
| 31 | LASR | Nlight Inc | Stock-Other | 1.56% | -0.44% | +39.02% | |
| 32 | EB4 | Eventbrite Inc-class A | Stock-Other | 1.48% | — | +16.14% | |
| 33 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 1.43% | -0.05% | +111.66% | |
| 34 | BV | Brightview Holdings Inc | Stock-Other | 1.26% | +0.23% | — | |
| 35 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 1.17% | — | +16.78% | |
| 36 | HBIOUSD | Harvard Bioscience Inc | Stock-Other | 1.15% | — | — | |
| 37 | FARO | Faro Technologies Inc | Stock-Other | 1.09% | — | +394.85% | |
| 38 | ASPN | Aspen Aerogels Inc | Stock-Other | 0.52% | — | -8.26% | |
| 39 | MANU | Manchester United plc | Stock-Other | 0.39% | +0.15% | +50.00% | |
| 40 | DRQEUR | Dril-quip Inc | Stock-Other | 0.36% | — | +26.67% | |
| 41 | APLD | Applied Digital CORP | Stock-Tech | 0.11% | +0.10% | -36.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +2.3% | NEW | New buy |
| 2 | LFUS | Littelfuse Inc | +1.8% | NEW | New buy |
| 3 | BV | Brightview Holdings Inc | +1.3% | NEW | New buy |
| 4 | AZZ | Azz Inc | +1.1% | — | Unchanged |
| 5 | MLM | Martin Marietta Materials | +0.9% | +21.25% | Add |
| 6 | FARO | Faro Technologies Inc | +0.8% | +394.85% | Add |
| 7 | CPRT | Copart Inc | +0.8% | +16.58% | Add |
| 8 | 7SU | Summit Materials Inc -cl A | +0.8% | +17.42% | Add |
| 9 | BATRK | Atlanta Braves Holdings In-c | +0.7% | +111.66% | Add |
| 10 | EVBGEUR | Everbridge Inc | +0.7% | +4.44% | Add |
| 11 | AWI | Armstrong World Industries | +0.6% | +2.71% | Add |
| 12 | BWXT | Bwx Technologies Inc | +0.5% | -8.58% | Trim |
| 13 | MKSI | Mks Inc | +0.4% | +3.68% | Add |
| 14 | RSKD | Riskified Ltd. | +0.4% | +21.15% | Add |
| 15 | LASR | Nlight Inc | +0.3% | +39.02% | Add |
| 16 | MTRX | Matrix Service Co | +0.3% | -5.08% | Trim |
| 17 | ✓ | Cyberark Software LTD. Cmn | +0.3% | +16.78% | Add |
| 18 | GLDD | Great Lakes Dredge & Dock Co | +0.2% | — | Unchanged |
| 19 | SDA | Sealed Air CORP | +0.2% | +12.60% | Add |
| 20 | VMEO* | Vimeo Inc | +0.2% | +14.29% | Add |
| 21 | CHKP | Check Point Software Technologies Ltd. | +0.2% | +9.68% | Add |
| 22 | 37M | Mrc Global Inc | +0.1% | — | Unchanged |
| 23 | RTO | Rentokil Initial Plc-sp Adr | 0% | +3.64% | Add |
| 24 | DRQEUR | Dril-quip Inc | 0% | +26.67% | Add |
| 25 | NPO | Enpro Inc | 0% | — | Unchanged |
| 26 | WCN | Waste Connections Inc | 0% | -6.56% | Trim |
| 27 | CTS | Cts CORP | — | — | Unchanged |
| 28 | SRCLEUR | Stericycle Inc | 0% | — | Unchanged |
| 29 | ASPN | Aspen Aerogels Inc | 0% | -8.26% | Trim |
| 30 | MANU | Manchester United plc | 0% | +50.00% | Add |
| 31 | ADI | Analog Devices Inc | -0.1% | EXIT | Sold out |
| 32 | APLD | Applied Digital CORP | -0.2% | -36.31% | Trim |
| 33 | VPG | Vishay Precision Group | -0.3% | -10.24% | Trim |
| 34 | RRX | Regal Rexnord CORP | -0.4% | EXIT | Sold out |
| 35 | HBIOUSD | Harvard Bioscience Inc | -0.4% | — | Unchanged |
| 36 | FOXF | Fox Factory Holding CORP | -0.6% | EXIT | Sold out |
| 37 | HII | Huntington Ingalls Industrie | -0.6% | -15.92% | Trim |
| 38 | EB4 | Eventbrite Inc-class A | -0.6% | +16.14% | Add |
| 39 | CMP | Compass Minerals Internation | -0.8% | +15.54% | Add |
| 40 | GTLS | Chart Industries Inc | -0.9% | -33.04% | Trim |
| 41 | ONL | Orion Properties Inc. | -0.9% | +3.15% | Add |
| 42 | ADEA | Adeia Inc | -1.1% | -5.86% | Trim |
| 43 | VRNS | Varonis Systems Inc | -1.1% | -18.13% | Trim |
| 44 | 8TG | Thermon Group Holdings Inc | -1.5% | -23.13% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.7% | EXIT | Sold out |
| 46 | CCK | Crown Holdings Inc | -2.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Harvey Partners, LLC reported a total U.S. public equity portfolio value of $1.5B across 41 disclosed positions in Q1 2024.
During Q1 2024, Harvey Partners, LLC's top holdings by market value included AZZ (5.9%)、BWXT (4.4%)、HII (4.3%). The largest single position, AZZ, represented 5.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
IWM
市值: $22.1M
Top Position Liquidated / Trimmed
CCK
前期市值: $24.8M
In Q1 2024, Harvey Partners, LLC made 39 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 11 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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