Harvey Partners, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.1B
Holdings
44
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NPOENPRO INC | 249,173 | $53.4M | 4.73% | |
| 2 | GLDDGREAT LAKES DREDGE & DOCK | 3,703,215 | $48.6M | 4.31% | |
| 3 | MKSIMKS INC. | 289,197 | $46.2M | 4.10% | |
| 4 | ADEAADEIA INC | 2,616,383 | $45.1M | 4.00% | |
| 5 | LASRNLIGHT INC | 1,202,502 | $45.1M | 4.00% | |
| 6 | BWXTBWX TECHNOLOGIES INC | 251,472 | $43.5M | 3.85% | |
| 7 | MTRNMATERION CORP | 319,500 | $39.7M | 3.52% | |
| 8 | WCNWASTE CONNECTIONS INC | 224,159 | $39.3M | 3.48% | |
| 9 | AZZAZZ INC | 364,585 | $39.1M | 3.46% | |
| 10 | QA4AGENTHERM INC | 1,046,499 | $38.1M | 3.37% | |
| 11 | NGVTINGEVITY CORP | 629,430 | $37.2M | 3.30% | |
| 12 | 1GSNNOVANTA INC | 304,000 | $36.2M | 3.21% | |
| 13 | BVBRIGHTVIEW HLDGS INC | 2,609,000 | $33.1M | 2.93% | |
| 14 | AWIARMSTRONG WORLD INDS INC | 171,547 | $32.8M | 2.90% | |
| 15 | MLMMARTIN MARIETTA MATLS INC | 51,135 | $31.8M | 2.82% | |
| 16 | LFUSLITTELFUSE INC | 117,500 | $29.7M | 2.63% | |
| 17 | BATRAATLANTA BRAVES HLDGS INC | 742,046 | $29.3M | 2.59% | |
| 18 | THRTHERMON GROUP HLDGS INC | 772,070 | $28.7M | 2.54% | |
| 19 | CALXCALIX INC | 533,732 | $28.3M | 2.50% | |
| 20 | ASTEASTEC INDS INC | 621,700 | $26.9M | 2.39% | |
| 21 | RTORENTOKIL INITIAL PLC | 886,169 | $26.1M | 2.31% | |
| 22 | DNOWDNOW INC | 1,939,399 | $25.7M | 2.28% | |
| 23 | ULSUL SOLUTIONS INC | 307,758 | $24.3M | 2.15% | |
| 24 | BALLBALL CORP | 452,500 | $24.0M | 2.12% | |
| 25 | CTSCTS CORP | 544,044 | $23.3M | 2.07% | |
| 26 | CHKPCHECK POINT SOFTWARE TECH | 123,101 | $22.8M | 2.02% | |
| 27 | NOKNOKIA CORP | 3,337,782 | $21.6M | 1.91% | |
| 28 | CYBRCYBERARK SOFTWARE LTD | 44,235 | $19.7M | 1.75% | |
| 29 | CWSTCASELLA WASTE SYS INC | 196,142 | $19.2M | 1.70% | |
| 30 | BCPCBALCHEM CORP | 116,000 | $17.8M | 1.58% | |
| 31 | MANUMANCHESTER UTD PLC NEW | 1,103,409 | $17.6M | 1.56% | |
| 32 | RSKDRISKIFIED LTD | 3,095,477 | $15.4M | 1.36% | |
| 33 | IWMISHARES TR | 60,000 | $14.8M | 1.31% | Put |
| 34 | VPGVISHAY PRECISION GROUP INC | 381,573 | $14.7M | 1.30% | |
| 35 | KNKNOWLES CORP | 652,500 | $14.0M | 1.24% | |
| 36 | VRNSVARONIS SYS INC | 406,085 | $13.3M | 1.18% | |
| 37 | SMGSCOTTS MIRACLE-GRO CO | 220,000 | $12.8M | 1.14% | |
| 38 | OECORION S.A. | 2,409,415 | $12.7M | 1.13% | |
| 39 | MTRXMATRIX SVC CO | 852,678 | $10.0M | 0.88% | |
| 40 | VOOVANGUARD INDEX FDS | 14,200 | $8.9M | 0.79% | |
| 41 | ICHRICHOR HOLDINGS | 482,500 | $8.9M | 0.79% | |
| 42 | APLDAPPLIED DIGITAL CORP | 250,000 | $6.1M | 0.54% | |
| 43 | MIAXMIAMI INTL HLDGS INC | 50,000 | $2.2M | 0.20% | |
| 44 | NPNEPTUNE INS HLDGS INC | 20,000 | $583K | 0.05% |