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HARVEY PARTNERS, LLC
HARVEY PARTNERS, LLC
Latest filing: 2026-06-30
HARVEY PARTNERS, LLC runs HARVEY PARTNERS, LLC and currently holds 48 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.46B. Their top holdings are NPO, MTRN, MKSI, NGVT, ADEA. The top five represent 21.6% of reported portfolio weight. HARVEY PARTNERS, LLC ranks #203 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HARVEY PARTNERS, LLC initiated 5 new positions. They added to 15 existing positions. They trimmed 21 positions. Their current best-performing preview position is VPG with returns of +245.26%.
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48 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NPO ENPRO INC | 5.36% | $113.89 | $312.67 | +174.53% | Trimmed -18.11% |
 MTRN MATERION CORP | 4.48% | $120.83 | $232.15 | +92.13% | Trimmed -24.92% |
 MKSI MKS INC. | 4.30% | $101.65 | $279.11 | +174.58% | Trimmed -42.04% |
 NGVT INGEVITY CORP | 3.75% | $46.84 | $70.14 | +49.74% | Trimmed -1.24% |
 ADEA ADEIA INC | 3.66% | $10.73 | $26.25 | +144.64% | Trimmed -41.10% |
 LFUS LITTELFUSE INC | 3.51% | $254.52 | $412.26 | +61.98% | Trimmed -7.37% |
 MLM MARTIN MARIETTA MATLS INC | 3.44% | $546.46 | $535.35 | -2.03% | Added +36.15% |
 AZZ AZZ INC | 3.43% | $42.30 | $141.05 | +233.45% | Trimmed -8.07% |
 WCN WASTE CONNECTIONS INC | 3.28% | $150.69 | $169.45 | +12.45% | Added +11.07% |
 NOVT NOVANTA INC | 3.27% | $118.95 | $145.24 | +22.10% | Trimmed -8.09% |
Showing 1-10 of 48