StockDriftsStockDriftsTop 45 Harvey Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ADEA | ADEIA INC | 5.38% | 2.75M | $66.2M | +5.28%(+138.12K) | $9.19(+225.13%) | 2026-03-31 | |
| NPO | ENPRO INC | 5.16% | 253.5K | $63.5M | +1.74%(+4.33K) | $113.46(+174.75%) | 2026-03-31 | |
| MKSI | MKS INC. | 4.54% | 243.4K | $55.9M | -15.84%(-45.80K) | $99.93(+203.37%) | 2026-03-31 | |
| NGVT | INGEVITY CORP | 4.3% | 743.5K | $53.0M | +18.12%(+114.07K) | $45.62(+48.12%) | 2026-03-31 | |
| BWXT | BWX TECHNOLOGIES INC | 4.24% | 255.3K | $52.2M | +1.52%(+3.83K) | $59.23(+245.63%) | 2026-03-31 | |
| AZZ | AZZ INC | 3.57% | 351.5K | $44.0M | -3.59%(-13.09K) | $43.20(+226.78%) | 2026-03-31 | |
| MTRN | MATERION CORP | 3.44% | 293.1K | $42.4M | -8.26%(-26.38K) | $100.20(+104.62%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS INC | 3.41% | 258.5K | $42.0M | +15.32%(+34.34K) | $149.08(+5.05%) | 2026-03-31 | |
| LFUS | LITTELFUSE INC | 3.35% | 121.5K | $41.2M | +3.40%(+4.00K) | $252.28(+76.83%) | 2026-03-31 | |
| NOVT | NOVANTA INC | 3.07% | 320.0K | $37.8M | +5.26%(+16.00K) | $110.02(+39.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.42% | +45.90% |
| Top 20 Holdings Unweighted | +10.90% | +36.38% |
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