StockDriftsStockDriftsTop 46 Harvey Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NPO | ENPRO INC | 5.43% | 207.6K | $78.2M | -18.11%(-45.91K) | $113.46(+202.60%) | 2026-06-30 | |
| MTRN | MATERION CORP | 4.54% | 220.1K | $65.4M | -24.92%(-73.05K) | $100.20(+182.59%) | 2026-06-30 | |
| MKSI | MKS INC. | 4.35% | 141.1K | $62.7M | -42.04%(-102.33K) | $99.93(+203.04%) | 2026-06-30 | |
| NGVT | INGEVITY CORP | 3.8% | 734.3K | $54.8M | -1.24%(-9.19K) | $45.62(+68.26%) | 2026-06-30 | |
| ADEA | ADEIA INC | 3.7% | 1.62M | $53.4M | -41.10%(-1.13M) | $9.19(+224.59%) | 2026-06-30 | |
| LFUS | LITTELFUSE INC | 3.55% | 112.5K | $51.2M | -7.37%(-8.95K) | $252.28(+87.02%) | 2026-06-30 | |
| MLM | MARTIN MARIETTA MATLS INC | 3.48% | 87.0K | $50.2M | +36.15%(+23.11K) | $532.31(+2.50%) | 2026-06-30 | |
| AZZ | AZZ INC | 3.47% | 323.1K | $50.1M | -8.07%(-28.36K) | $43.20(+250.37%) | 2026-06-30 | |
| WCN | WASTE CONNECTIONS INC | 3.32% | 287.1K | $47.9M | +11.07%(+28.62K) | $150.59(+9.41%) | 2026-06-30 | |
| NOVT | NOVANTA INC | 3.31% | 294.1K | $47.7M | -8.09%(-25.88K) | $110.02(+51.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.22% | +96.36% | +14.88% | +100.07% |
| Top 20 Holdings Unweighted | +21.55% | +79.59% | +12.18% | +77.63% |
Harvey Partners LLC reports $1.46B in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are NPO (5.4%), MTRN (4.5%) and MKSI (4.3%). The top 20 holdings account for 66.7% of reported assets. Its disclosed equity book has returned +96.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Harvey Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1406484). View Harvey Partners LLC’s 13F filings on SEC