HARVEY PARTNERS, LLC 13F Portfolio
HARVEY PARTNERS, LLC runs HARVEY PARTNERS, LLC and currently holds 48 stock positions, which is fewer than the average of 231 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 #205 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%.
Portfolio Value
$1.46B
Alpha Score
90.7
#205 of 1000
Holdings
48
HARVEY PARTNERS, LLC Current 13F Holdings
Reported holdings from HARVEY PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
48 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NPO ENPRO INC | 5.36% | $113.89 | $311.36 | +173.39% | Trimmed -18.11% |
 MTRN MATERION CORP | 4.48% | $120.83 | $280.76 | +132.36% | Trimmed -24.92% |
 MKSI MKS INC. | 4.30% | $101.65 | $264.50 | +160.21% | Trimmed -42.04% |
 NGVT INGEVITY CORP | 3.75% | $46.84 | $69.78 | +48.97% | Trimmed -1.24% |
 ADEA ADEIA INC | 3.66% | $10.73 | $23.89 | +122.65% | Trimmed -41.10% |
 LFUS LITTELFUSE INC | 3.51% | $254.52 | $426.50 | +67.57% | Trimmed -7.37% |
 MLM MARTIN MARIETTA MATLS INC | 3.44% | $546.46 | $478.18 | -12.49% | Added +36.15% |
 AZZ AZZ INC | 3.43% | $42.30 | $136.77 | +223.33% | Trimmed -8.07% |
 WCN WASTE CONNECTIONS INC | 3.28% | $150.69 | $152.84 | +1.43% | Added +11.07% |
 NOVT NOVANTA INC | 3.27% | $118.95 | $141.28 | +18.77% | Trimmed -8.09% |
Showing 1-10 of 48