Harvey Partners, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| NOVANTA INC | 0 | 304,000 | +304,000 | 0 | 36,172,960 | +36,172,960 |
| DNOW INC | 0 | 1,939,399 | +1,939,399 | 0 | 25,697,037 | +25,697,037 |
| BALL CORP | 0 | 452,500 | +452,500 | 0 | 23,968,925 | +23,968,925 |
| BALCHEM CORP | 0 | 116,000 | +116,000 | 0 | 17,789,760 | +17,789,760 |
| MKS INC. | 0 | 289,197 | +289,197 | 0 | 46,213,681 | +46,213,681 |
| VANGUARD INDEX FDS | 0 | 14,200 | +14,200 | 0 | 8,905,246 | +8,905,246 |
| THERMON GROUP HLDGS INC | 0 | 772,070 | +772,070 | 0 | 28,690,121 | +28,690,121 |
| ICHOR HOLDINGS | 0 | 482,500 | +482,500 | 0 | 8,892,475 | +8,892,475 |
| GREAT LAKES DREDGE & DOCK | 0 | 3,703,215 | +3,703,215 | 0 | 48,586,181 | +48,586,181 |
| INGEVITY CORP | 0 | 629,430 | +629,430 | 0 | 37,249,667 | +37,249,667 |
| RENTOKIL INITIAL PLC | 0 | 886,169 | +886,169 | 0 | 26,106,539 | +26,106,539 |
| NLIGHT INC | 0 | 1,202,502 | +1,202,502 | 0 | 45,105,850 | +45,105,850 |
| CTS CORP | 0 | 544,044 | +544,044 | 0 | 23,323,166 | +23,323,166 |
| GENTHERM INC | 0 | 1,046,499 | +1,046,499 | 0 | 38,061,169 | +38,061,169 |
| ASTEC INDS INC | 0 | 621,700 | +621,700 | 0 | 26,932,044 | +26,932,044 |
| VISHAY PRECISION GROUP INC | 0 | 381,573 | +381,573 | 0 | 14,690,561 | +14,690,561 |
| LITTELFUSE INC | 0 | 117,500 | +117,500 | 0 | 29,718,100 | +29,718,100 |
| MATERION CORP | 0 | 319,500 | +319,500 | 0 | 39,720,240 | +39,720,240 |
| ADEIA INC | 0 | 2,616,383 | +2,616,383 | 0 | 45,132,607 | +45,132,607 |
| NOKIA CORP | 0 | 3,337,782 | +3,337,782 | 0 | 21,595,450 | +21,595,450 |
| RISKIFIED LTD | 0 | 3,095,477 | +3,095,477 | 0 | 15,384,521 | +15,384,521 |
| MANCHESTER UTD PLC NEW | 0 | 1,103,409 | +1,103,409 | 0 | 17,566,271 | +17,566,271 |
| CASELLA WASTE SYS INC | 0 | 196,142 | +196,142 | 0 | 19,210,147 | +19,210,147 |
| NEPTUNE INS HLDGS INC | 0 | 20,000 | +20,000 | 0 | 583,200 | +583,200 |
| APPLIED DIGITAL CORP | 0 | 250,000 | +250,000 | 0 | 6,130,000 | +6,130,000 |
| MIAMI INTL HLDGS INC | 0 | 50,000 | +50,000 | 0 | 2,219,000 | +2,219,000 |
| ARMSTRONG WORLD INDS INC | 0 | 171,547 | +171,547 | 0 | 32,782,632 | +32,782,632 |
| WASTE CONNECTIONS INC | 0 | 224,159 | +224,159 | 0 | 39,308,522 | +39,308,522 |
| MARTIN MARIETTA MATLS INC | 0 | 51,135 | +51,135 | 0 | 31,839,719 | +31,839,719 |
| KNOWLES CORP | 0 | 652,500 | +652,500 | 0 | 13,983,075 | +13,983,075 |
| HARVARD BIOSCIENCE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| MATRIX SVC CO | 0 | 852,678 | +852,678 | 0 | 9,976,333 | +9,976,333 |
| ATLANTA BRAVES HLDGS INC | 0 | 742,046 | +742,046 | 0 | 29,273,715 | +29,273,715 |
| CYBERARK SOFTWARE LTD | 0 | 44,235 | +44,235 | 0 | 19,731,464 | +19,731,464 |
| SOUNDTHINKING INC | 0 | 0 | 0 | 0 | 0 | 0 |
| UL SOLUTIONS INC | 0 | 307,758 | +307,758 | 0 | 24,269,796 | +24,269,796 |
| CHECK POINT SOFTWARE TECH | 0 | 123,101 | +123,101 | 0 | 22,842,622 | +22,842,622 |
| ENPRO INC | 0 | 249,173 | +249,173 | 0 | 53,355,414 | +53,355,414 |
| CALIX INC | 0 | 533,732 | +533,732 | 0 | 28,250,435 | +28,250,435 |
| ISHARES TR(Put) | 0 | 60,000 | +60,000 | 0 | 14,769,600 | +14,769,600 |
| ORION S.A. | 0 | 2,409,415 | +2,409,415 | 0 | 12,721,711 | +12,721,711 |
| INVESCO QQQ TR(Put) | 0 | 0 | 0 | 0 | 0 | 0 |
| BRIGHTVIEW HLDGS INC | 0 | 2,609,000 | +2,609,000 | 0 | 33,056,030 | +33,056,030 |
| ISHARES TR | 0 | 0 | 0 | 0 | 0 | 0 |
| BWX TECHNOLOGIES INC | 0 | 251,472 | +251,472 | 0 | 43,464,420 | +43,464,420 |
| VARONIS SYS INC | 0 | 406,085 | +406,085 | 0 | 13,319,588 | +13,319,588 |
| DECKERS OUTDOOR CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| AZZ INC | 0 | 364,585 | +364,585 | 0 | 39,076,220 | +39,076,220 |
| SCOTTS MIRACLE-GRO CO | 0 | 220,000 | +220,000 | 0 | 12,837,000 | +12,837,000 |
| INVESCO QQQ TR | 0 | 0 | 0 | 0 | 0 | 0 |
| VIMEO INC | 0 | 0 | 0 | 0 | 0 | 0 |
| MRC GLOBAL INC | 0 | 0 | 0 | 0 | 0 | 0 |