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CIK: 0001406484
Total reported value
$1.5B
$1.5B
43 檔
15.0%
According to the latest 13F quarterly dataset, Harvey Partners, LLC managed an equity portfolio of $1.5B at the end of Q3 2024, spanning 43 distinct U.S. exchange-listed positions.
In Q3 2024, Harvey Partners, LLC displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZZ | Azz Inc | Stock-Industrials | 6.26% | -0.07% | +1.83% | |
| 2 | WCN | Waste Connections Inc | Stock-Industrials | 5.14% | -0.06% | +17.44% | |
| 3 | BWXT | Bwx Technologies Inc | Stock-Industrials | 5.05% | -0.91% | +5.84% | |
| 4 | GLDD | Great Lakes Dredge & Dock Co | Stock-Other | 4.37% | -0.83% | EXIT | |
| 5 | ADEA | Adeia Inc | Stock-Other | 4.14% | -1.61% | +5.83% | |
| 6 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 4.06% | -0.51% | +48.26% | |
| 7 | LFUS | Littelfuse Inc | Stock-Tech | 4.00% | +0.23% | +39.47% | |
| 8 | NPO | Enpro Inc | Stock-Industrials | 3.92% | +0.30% | +1.92% | |
| 9 | VRNS | Varonis Systems Inc | Stock-Tech | 3.74% | -0.24% | EXIT | |
| 10 | 7SU | Summit Materials Inc -cl A | Stock-Other | 3.58% | — | +9.36% | |
| 11 | AWI | Armstrong World Industries | Stock-Industrials | 3.45% | -0.32% | +0.44% | |
| 12 | ONL | Orion Properties Inc. | Stock-Other | 3.44% | -0.13% | +9.45% | |
| 13 | BV | Brightview Holdings Inc | Stock-Other | 3.35% | +0.23% | +9.13% | |
| 14 | HII | Huntington Ingalls Industrie | Stock-Industrials | 3.25% | — | -24.74% | |
| 15 | 8TG | Thermon Group Holdings Inc | Stock-Other | 2.86% | -2.59% | EXIT | |
| 16 | MCHP | Microchip Technology Inc | Stock-Tech | 2.34% | — | — | |
| 17 | VMEO* | Vimeo Inc | Stock-Other | 2.32% | — | +7.03% | |
| 18 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 2.30% | -0.05% | +14.58% | |
| 19 | SPB | Spectrum Brands Holdings Inc | Stock-Other | 2.26% | — | — | |
| 20 | FARO | Faro Technologies Inc | Stock-Other | 2.19% | — | +17.80% | |
| 21 | LASR | Nlight Inc | Stock-Other | 2.11% | -0.44% | +56.52% | |
| 22 | MKSI | Mks Inc | Stock-Tech | 2.10% | -0.15% | +16.84% | |
| 23 | MTRX | Matrix Service Co | Stock-Other | 1.99% | -0.07% | +8.21% | |
| 24 | 37M | Mrc Global Inc | Stock-Other | 1.92% | — | +3.88% | |
| 25 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.92% | -0.87% | -9.11% | |
| 26 | CTS | Cts CORP | Stock-Other | 1.91% | +0.17% | -7.84% | |
| 27 | RSKD | Riskified Ltd. | Stock-Other | 1.74% | +0.03% | +9.74% | |
| 28 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.47% | -0.10% | +31.41% | |
| 29 | MANU | Manchester United plc | Stock-Other | 1.36% | +0.15% | +156.94% | |
| 30 | SDA | Sealed Air CORP | Stock-Consumer Disc | 1.33% | — | -41.17% | |
| 31 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 1.25% | — | -5.63% | |
| 32 | VPG | Vishay Precision Group | Stock-Other | 1.18% | +0.43% | -20.75% | |
| 33 | GTLS | Chart Industries Inc | Stock-Industrials | 1.15% | — | -34.74% | |
| 34 | CPRT | Copart Inc | Stock-Industrials | 1.07% | — | -66.17% | |
| 35 | MLM | Martin Marietta Materials | Stock-Materials | 1.04% | +0.45% | -62.84% | |
| 36 | ASTE | Astec Industries Inc | Stock-Other | 1.03% | -0.06% | +101.43% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.01% | +0.59% | — | |
| 38 | NGVT | Ingevity CORP | Stock-Other | 0.90% | -0.45% | — | |
| 39 | HBIOUSD | Harvard Bioscience Inc | Stock-Other | 0.83% | — | +6.16% | |
| 40 | APLD | Applied Digital CORP | Stock-Tech | 0.23% | +0.10% | — | |
| 41 | 0OIA | Solarwinds CORP | Stock-Other | 0.22% | — | — | |
| 42 | K4F | Onestream Inc | Stock-Other | 0.17% | — | — | |
| 43 | DRVN | Driven Brands Holdings Inc | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MCHP | Microchip Technology Inc | +2.3% | NEW | New buy |
| 2 | SPB | Spectrum Brands Holdings Inc | +2.3% | NEW | New buy |
| 3 | LFUS | Littelfuse Inc | +1.1% | +39.47% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | +1% | NEW | New buy |
| 5 | NGVT | Ingevity CORP | +0.9% | NEW | New buy |
| 6 | GLDD | Great Lakes Dredge & Dock Co | +0.9% | +9.80% | Add |
| 7 | MANU | Manchester United plc | +0.8% | +156.94% | Add |
| 8 | BWXT | Bwx Technologies Inc | +0.7% | +5.84% | Add |
| 9 | LASR | Nlight Inc | +0.7% | +56.52% | Add |
| 10 | VMEO* | Vimeo Inc | +0.6% | +7.03% | Add |
| 11 | RTO | Rentokil Initial Plc-sp Adr | +0.6% | +48.26% | Add |
| 12 | WCN | Waste Connections Inc | +0.6% | +17.44% | Add |
| 13 | BV | Brightview Holdings Inc | +0.6% | +9.13% | Add |
| 14 | FARO | Faro Technologies Inc | +0.6% | +17.80% | Add |
| 15 | ASTE | Astec Industries Inc | +0.5% | +101.43% | Add |
| 16 | ULS | Ul Solutions Inc - Class A | +0.5% | +31.41% | Add |
| 17 | 7SU | Summit Materials Inc -cl A | +0.3% | +9.36% | Add |
| 18 | AWI | Armstrong World Industries | +0.3% | +0.44% | Add |
| 19 | MTRX | Matrix Service Co | +0.3% | +8.21% | Add |
| 20 | NPO | Enpro Inc | +0.3% | +1.92% | Add |
| 21 | ADEA | Adeia Inc | +0.3% | +5.83% | Add |
| 22 | VRNS | Varonis Systems Inc | +0.2% | -4.75% | Trim |
| 23 | 0OIA | Solarwinds CORP | +0.2% | NEW | New buy |
| 24 | BATRK | Atlanta Braves Holdings In-c | +0.2% | +14.58% | Add |
| 25 | AZZ | Azz Inc | +0.2% | +1.83% | Add |
| 26 | K4F | Onestream Inc | +0.2% | NEW | New buy |
| 27 | APLD | Applied Digital CORP | +0.1% | — | Unchanged |
| 28 | DRVN | Driven Brands Holdings Inc | 0% | NEW | New buy |
| 29 | CHKP | Check Point Software Technologies Ltd. | 0% | -9.11% | Trim |
| 30 | HBIOUSD | Harvard Bioscience Inc | -0.1% | +6.16% | Add |
| 31 | 37M | Mrc Global Inc | -0.1% | +3.88% | Add |
| 32 | ✓ | Cyberark Software LTD. Cmn | -0.1% | -5.63% | Trim |
| 33 | MKSI | Mks Inc | -0.2% | +16.84% | Add |
| 34 | CTS | Cts CORP | -0.4% | -7.84% | Trim |
| 35 | 8TG | Thermon Group Holdings Inc | -0.5% | -6.03% | Trim |
| 36 | ASPN | Aspen Aerogels Inc | -0.5% | EXIT | Sold out |
| 37 | RSKD | Riskified Ltd. | -0.5% | +9.74% | Add |
| 38 | XLB | Ss Materials Select Sector | -0.6% | EXIT | Sold out |
| 39 | ONL | Orion Properties Inc. | -0.7% | +9.45% | Add |
| 40 | VPG | Vishay Precision Group | -0.7% | -20.75% | Trim |
| 41 | CMP | Compass Minerals Internation | -0.9% | EXIT | Sold out |
| 42 | SDA | Sealed Air CORP | -1% | -41.17% | Trim |
| 43 | HII | Huntington Ingalls Industrie | -1% | -24.74% | Trim |
| 44 | GTLS | Chart Industries Inc | -1% | -34.74% | Trim |
| 45 | MLM | Martin Marietta Materials | -1.9% | -62.84% | Trim |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.1% | EXIT | Sold out |
| 47 | CPRT | Copart Inc | -2.4% | -66.17% | Trim |
| 48 | SRCLEUR | Stericycle Inc | -2.7% | 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 43 disclosed positions in Q3 2024.
During Q3 2024, Harvey Partners, LLC's top holdings by market value included AZZ (6.3%)、WCN (5.1%)、BWXT (5.0%). The largest single position, AZZ, represented 6.3% 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.
In terms of portfolio concentration, the top 5 core holdings (including AZZ, WCN, BWXT) accounted for 15.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
MCHP
市值: $20.6M
Top Position Liquidated / Trimmed
SRCLEUR
前期市值: $22.4M
In Q3 2024, Harvey Partners, LLC made 47 total portfolio adjustments, initiating 7 new buys, adding to 24 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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