Harvey Partners, LLC
13F filer · CIK 1406484 · Tarrytown, NY
Summary
Harvey Partners, LLC reported $1.46B across 48 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are NPO (5.4%), MTRN (4.5%), MKSI (4.3%). Versus 2026 Q1, leaving options aside, it opened 6 new positions, added to 16, trimmed 24 and sold out of 4.
Reported value$1.46B
Positions48incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions6
Added16
Trimmed24
Sold out4
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 5.4%Value $78.25MPrice $307.72Shares 208K -18.11%Since Jun 30 -18.36%
Weight 4.5%Value $65.45MPrice $268.56Shares 220K -24.92%Since Jun 30 -9.69%
Weight 4.3%Value $62.75MPrice $266.02Shares 141K -42.04%Since Jun 30 -40.19%
Weight 3.8%Value $54.83MPrice $71.06Shares 734K -1.24%Since Jun 30 -4.83%
Weight 3.7%Value $53.42MPrice $24.72Shares 1.62M -41.10%Since Jun 30 -24.93%
Weight 3.5%Value $51.25MPrice $428.76Shares 113K -7.37%Since Jun 30 -5.84%
Weight 3.4%Value $50.19MPrice $479.09Shares 87K +36.15%Since Jun 30 -16.93%
Weight 3.4%Value $50.10MPrice $135.29Shares 323K -8.07%Since Jun 30 -12.74%
Weight 3.3%Value $47.86MPrice $155.56Shares 287K +11.07%Since Jun 30 -6.68%
Weight 3.3%Value $47.72MPrice $141.22Shares 294K -8.09%Since Jun 30 -12.96%
Weight 3.2%Value $47.32MPrice $138.01Shares 243K -4.78%Since Jun 30 -29.10%
Weight 3.1%Value $45.23MPrice $33.92Shares 1.33M +7.51%Since Jun 30 -0.56%
Weight 3.0%Value $43.63MPrice $10.06Shares 3.08M +4.79%Since Jun 30 -29.00%
Weight 2.8%Value $41.24MPrice $40.69Shares 674K +0.27%Since Jun 30 -33.50%
Weight 2.8%Value $40.77MPrice $56.65Shares 653K +16.66%Since Jun 30 -9.21%
Weight 2.7%Value $39.28MPrice $53.98Shares 757K -6.10%Since Jun 30 +4.01%
Weight 2.6%Value $37.41MPrice $162.52Shares 174K +28.94%Since Jun 30 -24.37%
Weight 2.5%Value $36.97MPrice $49.50Shares 543K +24.05%Since Jun 30 -27.32%
Weight 2.4%Value $35.54MPrice $59.18Shares 545K -8.27%Since Jun 30 -9.22%
Weight 2.3%Value $32.90MPrice $163.09Shares 205K +4.64%Since Jun 30 +1.66%
Weight 2.2%Value $32.66MPrice $64.92Shares 321K -6.38%Since Jun 30 -36.27%
Weight 2.1%Value $30.07MPrice $80.20Shares 310K +10.17%Since Jun 30 -17.29%
Weight 1.9%Value $28.23MPrice $70.60Shares 311KSince Jun 30 -22.20%
Weight 1.9%Value $28.15MPrice $20.05Shares 984K +0.87%Since Jun 30 -29.92%
Weight 1.8%Value $26.63MPrice $71.70Shares 178K -55.76%Since Jun 30 -52.17%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 5.4% | $78.25M | -18.36% | -18.11% | Trim | |
| 4.5% | $65.45M | -9.69% | -24.92% | Trim | |
| 4.3% | $62.75M | -40.19% | -42.04% | Trim | |
| 3.8% | $54.83M | -4.83% | -1.24% | Trim | |
| 3.7% | $53.42M | -24.93% | -41.10% | Trim | |
| 3.5% | $51.25M | -5.84% | -7.37% | Trim | |
| 3.4% | $50.19M | -16.93% | +36.15% | Add | |
| 3.4% | $50.10M | -12.74% | -8.07% | Trim | |
| 3.3% | $47.86M | -6.68% | +11.07% | Add | |
| 3.3% | $47.72M | -12.96% | -8.09% | Trim | |
| 3.2% | $47.32M | -29.10% | -4.78% | Trim | |
| 3.1% | $45.23M | -0.56% | +7.51% | Add | |
| 3.0% | $43.63M | -29.00% | +4.79% | Add | |
| 2.8% | $41.24M | -33.50% | +0.27% | Add | |
| 2.8% | $40.77M | -9.21% | +16.66% | Add | |
| 2.7% | $39.28M | +4.01% | -6.10% | Trim | |
| 2.6% | $37.41M | -24.37% | +28.94% | Add | |
| 2.5% | $36.97M | -27.32% | +24.05% | Add | |
| 2.4% | $35.54M | -9.22% | -8.27% | Trim | |
| 2.3% | $32.90M | +1.66% | +4.64% | Add | |
| 2.2% | $32.66M | -36.27% | -6.38% | Trim | |
| 2.1% | $30.07M | -17.29% | +10.17% | Add | |
| 1.9% | $28.23M | -22.20% | — | New | |
| 1.9% | $28.15M | -29.92% | +0.87% | Add | |
| 1.8% | $26.63M | -52.17% | -55.76% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.