Investor

Harvey Partners, LLC

Portfolio Total Value

$928,192,000.00

Number of Stocks

45

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
AZZ $55,787,000.0 6.57%
Added 2.25%
681,000 $81.92 $111.9
Added 36.6%
$59.72 $97.98
WCN $47,012,000.0 5.54%
Added 8.51%
274,000 $171.58 $182.23
Added 6.21%
$151.32 $194.83
$43,617,000.0 5.14%
Added 2.23%
3,120,000 $13.98 $nan
Reduced nan%
$nan $nan
GLDD $41,818,000.0 4.93%
Added 1.55%
3,704,000 $11.29 $11.36
Added 0.62%
$6.55 $12.89
RTOKY $41,208,000.0 4.85%
Added 13.81%
1,627,500 $25.32 $0.0
Reduced 100.0%
$0.0 $0.0
SUM $40,884,000.0 4.82%
Added 0.19%
808,000 $50.6 $0.0
Reduced 100.0%
$0.0 $0.0
BWXT $39,320,000.0 4.63%
Reduced 13.48%
353,000 $111.39 $142.34
Added 27.79%
$80.48 $136.31
NPO $37,507,000.0 4.42%
Added 2.35%
217,500 $172.45 $205.79
Added 19.33%
$136.68 $197.94
BV $31,116,000.0 3.67%
Added 4.06%
1,946,000 $15.99 $15.88
Reduced 0.69%
$8.12 $18.89
AWI $30,173,000.0 3.55%
Reduced 7.38%
213,500 $141.33 $166.84
Added 18.05%
$96.69 $164.4
HII $28,553,000.0 3.42%
No Change
108,000 $264.38 $255.35
Reduced 3.42%
$184.29 $299.5
OEC $28,540,000.0 3.36%
Added 6.57%
1,807,500 $15.79 $10.78
Reduced 31.73%
$14.07 $26.05
LFUS $28,278,000.0 3.33%
Reduced 9.43%
120,000 $235.65 $233.47
Reduced 0.93%
$222.91 $275.58
VMEO $26,944,000.0 3.17%
Added 4.34%
4,210,000 $6.4 $3.96
Reduced 38.12%
$3.43 $7.9
FARO $26,108,000.0 3.08%
Added 2.34%
1,029,500 $25.36 $43.78
Added 72.63%
$13.52 $32.5
VRNS $22,259,000.0 2.62%
Reduced 13.92%
501,000 $44.43 $50.57
Added 13.82%
$41.13 $60.58
THR $22,009,000.0 2.59%
Reduced 9.04%
765,000 $28.77 $28.1
Reduced 2.33%
$23.76 $35.93
MCHP $20,554,000.0 2.46%
No Change
256,000 $80.29 $74.3
Reduced 7.46%
$54.47 $100.57
CHKP $20,443,000.0 2.41%
Added 25.5%
109,500 $186.7 $217.47
Added 16.48%
$145.75 $210.7
SPB $19,836,000.0 2.38%
No Change
208,500 $95.14 $56.1
Reduced 41.03%
$77.62 $96.74
MKSI $19,781,000.0 2.33%
Added 11.47%
189,500 $104.39 $103.94
Reduced 0.43%
$97.54 $147.4
LASR $18,619,000.0 2.19%
Added 2.31%
1,775,000 $10.49 $19.16
Added 82.65%
$9.15 $14.75
MRC $18,454,000.0 2.17%
Added 9.06%
1,444,000 $12.78 $13.99
Added 9.47%
$10.19 $15.0
MTRX $18,218,000.0 2.15%
Added 0.46%
1,522,000 $11.97 $14.52
Added 21.3%
$8.61 $15.45
CTS $17,005,000.0 2.0%
Reduced 7.06%
322,500 $52.73 $41.91
Reduced 20.52%
$40.92 $59.68
MANU $15,120,000.0 1.78%
Added 17.77%
871,500 $17.35 $17.76
Added 2.36%
$13.5 $22.0
CALX $14,819,000.0 1.75%
No Change
425,000 $34.87 $52.96
Added 51.88%
$26.76 $45.09
DY $14,795,000.0 1.74%
No Change
85,000 $174.06 $256.35
Added 47.28%
$111.19 $207.2
THRM $13,933,000.0 1.64%
No Change
349,000 $39.92 $30.88
Reduced 22.65%
$37.95 $62.93
NGVT $13,203,000.0 1.56%
Added 60.4%
324,000 $40.75 $46.32
Added 13.67%
$30.9 $56.3
CYBR $12,992,000.0 1.53%
Added 3.31%
39,000 $333.15 $383.48
Added 15.11%
$223.09 $363.0
MLM $12,654,000.0 1.49%
Added 44.12%
24,500 $516.5 $553.09
Added 7.08%
$490.05 $633.23
ENTG $11,986,000.0 1.41%
No Change
121,000 $99.06 $90.27
Reduced 8.87%
$94.92 $147.57
RSKD $11,505,000.0 1.36%
Reduced 24.63%
2,432,500 $4.73 $5.28
Added 11.63%
$4.14 $6.65
SEE $11,146,000.0 1.31%
Added 2.49%
329,500 $33.83 $31.39
Reduced 7.21%
$30.87 $41.14
SWI $10,530,000.0 1.24%
Added 392.67%
739,000 $14.25 $0.0
Reduced 100.0%
$0.0 $0.0
GTLS $10,086,000.0 1.21%
No Change
81,250 $124.14 $171.46
Added 38.12%
$101.6 $220.03
ASTE $9,710,000.0 1.14%
Added 2.48%
289,000 $33.6 $38.9
Added 15.77%
$28.46 $44.74
VPG $9,364,000.0 1.1%
No Change
399,000 $23.47 $27.75
Added 18.24%
$20.83 $35.98
HBIO $5,661,000.0 0.67%
Reduced 1.18%
2,683,000 $2.11 $0.45
Reduced 78.67%
$1.81 $4.93
CPRT $2,525,000.0 0.3%
Reduced 75.56%
44,000 $57.39 $45.89
Reduced 20.04%
$47.73 $64.38
APLD $1,910,000.0 0.23%
No Change
250,000 $7.64 $10.91
Added 42.8%
$2.36 $11.25
APLD $1,910,000.0 0.23%
No Change
250,000 $7.64 $10.91
Added 42.8%
$2.36 $11.25
SSTI $1,854,000.0 0.22%
No Change
142,000 $13.06 $12.95
Reduced 0.84%
$9.33 $22.37
DRVN $356,000.0 0.04%
No Change
25,000 $14.27 $17.28
Added 21.09%
$10.59 $17.45

Put Options

Stock Options % Change
IWM 40,000 0.0%
SPY 22,700 0.0%