Harvey Partners, LLC
•CIK: 1406484•Filing: Q4 2025
**Harvey Partners, LLC** manages $1.1B across a concentrated portfolio of 44 positions. The fund exhibits significant conviction in select names, with top holdings including NPO at $53.4M and GLDD at $48.6M. Further notable allocations are seen in MKSI ($46.2M), ADEA ($45.1M), and LASR ($45.1M). This structure suggests a focused, high-conviction approach across its investment universe.
Total AUM
$1.1B
+ $14.8M in options
QoQ Performance
+3.6%
Positions
43
+ 1 option
Top 10 Concentration
38.8%
Latest Filing
Q4 2025
Top Holdings Allocation
NPO4.7%
GLDD4.3%
MKSI4.1%
ADEA4.0%
LASR4.0%
BWXT3.9%
MTRN3.5%
WCN3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.2%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW6 new positions
↑27 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023