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CIK: 0001406484
Total reported value
$1.5B
$1.5B
42 檔
15.7%
During the Q4 2024 filing period, Harvey Partners, LLC (CIK: 0001406484) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 42 reported positions.
In Q4 2024, Harvey Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZZ | Azz Inc | Stock-Industrials | 6.20% | -0.07% | +2.25% | |
| 2 | WCN | Waste Connections Inc | Stock-Industrials | 5.22% | -0.06% | +8.51% | |
| 3 | ADEA | Adeia Inc | Stock-Other | 4.84% | -1.61% | +2.23% | |
| 4 | GLDD | Great Lakes Dredge & Dock Co | Stock-Other | 4.64% | -0.83% | EXIT | |
| 5 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 4.58% | -0.51% | +13.81% | |
| 6 | 7SU | Summit Materials Inc -cl A | Stock-Other | 4.54% | — | +0.19% | |
| 7 | BWXT | Bwx Technologies Inc | Stock-Industrials | 4.37% | -0.91% | -13.48% | |
| 8 | NPO | Enpro Inc | Stock-Industrials | 4.17% | +0.30% | +2.35% | |
| 9 | BV | Brightview Holdings Inc | Stock-Other | 3.46% | +0.23% | +4.06% | |
| 10 | AWI | Armstrong World Industries | Stock-Industrials | 3.35% | -0.32% | -7.38% | |
| 11 | ONL | Orion Properties Inc. | Stock-Other | 3.17% | -0.13% | +6.57% | |
| 12 | LFUS | Littelfuse Inc | Stock-Tech | 3.14% | +0.23% | -9.43% | |
| 13 | VMEO* | Vimeo Inc | Stock-Other | 2.99% | — | +4.34% | |
| 14 | FARO | Faro Technologies Inc | Stock-Other | 2.90% | — | +2.34% | |
| 15 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 2.52% | -0.05% | +16.86% | |
| 16 | VRNS | Varonis Systems Inc | Stock-Tech | 2.47% | -0.24% | EXIT | |
| 17 | 8TG | Thermon Group Holdings Inc | Stock-Other | 2.44% | -2.59% | EXIT | |
| 18 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.27% | -0.87% | +25.50% | |
| 19 | MKSI | Mks Inc | Stock-Tech | 2.20% | -0.15% | +11.47% | |
| 20 | LASR | Nlight Inc | Stock-Other | 2.07% | -0.44% | +2.31% | |
| 21 | 37M | Mrc Global Inc | Stock-Other | 2.05% | — | +9.06% | |
| 22 | MTRX | Matrix Service Co | Stock-Other | 2.02% | -0.07% | +0.46% | |
| 23 | CTS | Cts CORP | Stock-Other | 1.89% | +0.17% | -7.06% | |
| 24 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.73% | -0.10% | +19.66% | |
| 25 | MANU | Manchester United plc | Stock-Other | 1.68% | +0.15% | +17.77% | |
| 26 | CALX | Calix Inc | Stock-Tech | 1.65% | -1.16% | — | |
| 27 | DY | Dycom Industries Inc | Stock-Industrials | 1.64% | — | — | |
| 28 | THRM | Gentherm Inc | Stock-Other | 1.55% | +0.37% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.48% | +0.10% | — | |
| 30 | NGVT | Ingevity CORP | Stock-Other | 1.47% | -0.45% | +60.40% | |
| 31 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 1.44% | — | +3.31% | |
| 32 | MLM | Martin Marietta Materials | Stock-Materials | 1.41% | +0.45% | +44.12% | |
| 33 | ENTG | Entegris Inc | Stock-Tech | 1.33% | — | — | |
| 34 | RSKD | Riskified Ltd. | Stock-Other | 1.28% | +0.03% | -24.63% | |
| 35 | SDA | Sealed Air CORP | Stock-Consumer Disc | 1.24% | — | +2.49% | |
| 36 | 0OIA | Solarwinds CORP | Stock-Other | 1.17% | — | +392.67% | |
| 37 | ASTE | Astec Industries Inc | Stock-Other | 1.08% | -0.06% | +2.48% | |
| 38 | VPG | Vishay Precision Group | Stock-Other | 1.04% | +0.43% | — | |
| 39 | HBIOUSD | Harvard Bioscience Inc | Stock-Other | 0.63% | — | -1.18% | |
| 40 | CPRT | Copart Inc | Stock-Industrials | 0.28% | — | -75.56% | |
| 41 | APLD | Applied Digital CORP | Stock-Tech | 0.21% | +0.10% | — | |
| 42 | SSTI | Soundthinking Inc | Stock-Other | 0.21% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CALX | Calix Inc | +1.7% | NEW | New buy |
| 2 | DY | Dycom Industries Inc | +1.6% | NEW | New buy |
| 3 | THRM | Gentherm Inc | +1.6% | NEW | New buy |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | NEW | New buy |
| 5 | ENTG | Entegris Inc | +1.3% | NEW | New buy |
| 6 | 7SU | Summit Materials Inc -cl A | +1% | +0.19% | Add |
| 7 | 0OIA | Solarwinds CORP | +1% | +392.67% | Add |
| 8 | FARO | Faro Technologies Inc | +0.7% | +2.34% | Add |
| 9 | ADEA | Adeia Inc | +0.7% | +2.23% | Add |
| 10 | VMEO* | Vimeo Inc | +0.7% | +4.34% | Add |
| 11 | NGVT | Ingevity CORP | +0.6% | +60.40% | Add |
| 12 | RTO | Rentokil Initial Plc-sp Adr | +0.5% | +13.81% | Add |
| 13 | MLM | Martin Marietta Materials | +0.4% | +44.12% | Add |
| 14 | CHKP | Check Point Software Technologies Ltd. | +0.4% | +25.50% | Add |
| 15 | MANU | Manchester United plc | +0.3% | +17.77% | Add |
| 16 | GLDD | Great Lakes Dredge & Dock Co | +0.3% | +1.55% | Add |
| 17 | ULS | Ul Solutions Inc - Class A | +0.3% | +19.66% | Add |
| 18 | NPO | Enpro Inc | +0.3% | +2.35% | Add |
| 19 | BATRK | Atlanta Braves Holdings In-c | +0.2% | +16.86% | Add |
| 20 | SSTI | Soundthinking Inc | +0.2% | NEW | New buy |
| 21 | ✓ | Cyberark Software LTD. Cmn | +0.2% | +3.31% | Add |
| 22 | 37M | Mrc Global Inc | +0.1% | +9.06% | Add |
| 23 | BV | Brightview Holdings Inc | +0.1% | +4.06% | Add |
| 24 | MKSI | Mks Inc | +0.1% | +11.47% | Add |
| 25 | WCN | Waste Connections Inc | +0.1% | +8.51% | Add |
| 26 | ASTE | Astec Industries Inc | +0.1% | +2.48% | Add |
| 27 | MTRX | Matrix Service Co | 0% | +0.46% | Add |
| 28 | CTS | Cts CORP | 0% | -7.06% | Trim |
| 29 | APLD | Applied Digital CORP | 0% | — | Unchanged |
| 30 | DRVN | Driven Brands Holdings Inc | 0% | EXIT | Sold out |
| 31 | LASR | Nlight Inc | 0% | +2.31% | Add |
| 32 | AZZ | Azz Inc | -0.1% | +2.25% | Add |
| 33 | SDA | Sealed Air CORP | -0.1% | +2.49% | Add |
| 34 | AWI | Armstrong World Industries | -0.1% | -7.38% | Trim |
| 35 | VPG | Vishay Precision Group | -0.1% | — | Unchanged |
| 36 | K4F | Onestream Inc | -0.2% | EXIT | Sold out |
| 37 | HBIOUSD | Harvard Bioscience Inc | -0.2% | -1.18% | Trim |
| 38 | ONL | Orion Properties Inc. | -0.3% | +6.57% | Add |
| 39 | 8TG | Thermon Group Holdings Inc | -0.4% | -9.04% | Trim |
| 40 | RSKD | Riskified Ltd. | -0.5% | -24.63% | Trim |
| 41 | BWXT | Bwx Technologies Inc | -0.7% | -13.48% | Trim |
| 42 | CPRT | Copart Inc | -0.8% | -75.56% | Trim |
| 43 | LFUS | Littelfuse Inc | -0.9% | -9.43% | Trim |
| 44 | IWM | Ishares Russell 2000 ETF | -1% | EXIT | Sold out |
| 45 | GTLS | Chart Industries Inc | -1.2% | EXIT | Sold out |
| 46 | VRNS | Varonis Systems Inc | -1.3% | -13.92% | Trim |
| 47 | SPB | Spectrum Brands Holdings Inc | -2.3% | EXIT | Sold out |
| 48 | MCHP | Microchip Technology Inc | -2.3% | EXIT | Sold out |
| 49 | HII | Huntington Ingalls Industrie | -3.3% | 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 42 disclosed positions in Q4 2024.
During Q4 2024, Harvey Partners, LLC's top holdings by market value included AZZ (6.2%)、WCN (5.2%)、ADEA (4.8%). The largest single position, AZZ, represented 6.2% 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, ADEA) accounted for 15.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
CALX
市值: $14.8M
Top Position Liquidated / Trimmed
HII
前期市值: $28.6M
In Q4 2024, Harvey Partners, LLC made 47 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 9 holdings, and fully liquidating 7 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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