Harvey Partners, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$878.3B

Holdings

43

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (43 positions)

#StockSharesValue% PortfolioType
1
AZZAZZ INC
666,000$55K0.00%
2
WCNWASTE CONNECTIONS INC
252,500$45K0.00%
3
BWXTBWX TECHNOLOGIES INC
408,000$44K0.00%
4
GLDDGREAT LAKES DREDGE & DOCK CO
3,647,500$38K0.00%
5
ADEAADEIA INC
3,052,000$36K0.00%
6
RTORENTOKIL INITIAL PLC
1,430,000$35K0.00%
7
LFUSLITTELFUSE INC
132,500$35K0.00%
8
NPOENPRO INC
212,500$34K0.00%
9
VRNSVARONIS SYS INC
582,000$32K0.00%
10
7SUSUMMIT MATLS INC
806,500$31K0.00%
11
OECORION S.A.
1,696,000$30K0.00%
12
AWIARMSTRONG WORLD INDS INC NEW
230,500$30K0.00%
13
BVBRIGHTVIEW HLDGS INC
1,870,000$29K0.00%
14
HIIHUNTINGTON INGALLS INDS INC
108,000$28K0.00%
15
THRTHERMON GROUP HLDGS INC
841,055$25K0.00%
16
MCHPMICROCHIP TECHNOLOGY INC.
256,000$20K0.00%
17
VMEO*VIMEO INC
4,035,000$20K0.00%
18
BATRAATLANTA BRAVES HLDGS INC
507,000$20K0.00%
19
FAROFARO TECHNOLOGIES INC
1,006,000$19K0.00%
20
SPBSPECTRUM BRANDS HLDGS INC NE
208,500$19K0.00%
21
MKSIMKS INSTRS INC
170,000$18K0.00%
22
LASRNLIGHT INC
1,735,000$18K0.00%
23
MTRXMATRIX SVC CO
1,515,000$17K0.00%
24
CTSCTS CORP
347,000$16K0.00%
25
37MMRC GLOBAL INC
1,324,000$16K0.00%
26
CHKPCHECK POINT SOFTWARE TECH LT
87,250$16K0.00%
27
RSKDRISKIFIED LTD
3,227,500$15K0.00%
28
ULSUL SOLUTIONS INC
261,500$12K0.00%
29
MANUMANCHESTER UTD PLC NEW
740,000$11K0.00%
30
CYBRCYBERARK SOFTWARE LTD
37,750$11K0.00%
31
SEESEALED AIR CORP NEW
321,500$11K0.00%
32
VPGVISHAY PRECISION GROUP INC
399,000$10K0.00%
33
GTLSCHART INDS INC
81,250$10K0.00%
34
MLMMARTIN MARIETTA MATLS INC
17,000$9K0.00%
35
CPRTCOPART INC
180,000$9K0.00%
36
ASTEASTEC INDS INC
282,000$9K0.00%
37
IWMISHARES TR
40,000$8K0.00%Put
38
HBIOHARVARD BIOSCIENCE INC
2,715,000$7K0.00%
39
NGVTINGEVITY CORP
202,000$7K0.00%
40
APLDAPPLIED DIGITAL CORP
250,000$2K0.00%
41
OSONESTREAM INC
43,000$1K0.00%
42
0OIASOLARWINDS CORP
150,000$1K0.00%
43
DRVNDRIVEN BRANDS HLDGS INC
25,000$00.00%