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Harvey Partners, LLC
Harvey Partners, LLC is an institution, managing $1.1B across 44 long positions as of Q3 2025 with 38% Industrials concentration.
- Portfolio Value
- $1.1B
- Positions
- 44
- Top Holding
- NPO at 5.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Harvey Partners, LLC's portfolio (40.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Industrial - Machinery Industrials | $56.3M | 5.12% | +$2.3M Bought | 1.19% 249.0K shares | |
Aerospace & Defense Industrials | $53.4M | 4.86% | -$8.5M Sold | 0.32% 289.5K shares | |
Manufacturing - Metal Fabrication Industrials | $53.0M | 4.82% | -$12.5M Sold | 1.62% 485.4K shares | |
Engineering & Construction Industrials | $44.4M | 4.04% | -$389.1K Sold | 5.44% 3.7M shares | |
Software - Application Technology | $43.9M | 4.00% | -$9.7M Sold | 2.39% 2.6M shares | |
Semiconductors Technology | $41.4M | 3.77% | -$21.0M Sold | 2.80% 1.4M shares | |
Specialty Business Services Industrials | $39.5M | 3.59% | +$1.9M Bought | 3.11% 2.9M shares | |
Waste Management Industrials | $39.4M | 3.58% | -$11.2M Sold | 0.09% 224.0K shares | |
Industrial Materials Basic Materials | $38.4M | 3.49% | +$38.4M New | 1.53% 318.0K shares | |
Hardware, Equipment & Parts Technology | $35.8M | 3.25% | +$2.4M Bought | 0.43% 289.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Harvey Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+74.67% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-46.03% | |
-33.69% | |
-30.23% |
Analytics
Portfolio insights and performance metrics for Harvey Partners, LLC
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