Harvey Partners, LLC
CIK 1406484 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- AZZ6.29%
- WCN5.30%
- ADEA4.92%
- GLDD4.71%
- RTO4.65%
- 86614U1004.61%
- BWXT4.43%
- NPO4.23%
- BV3.51%
- AWI3.40%
Share classes counted separately46.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VRNSWeight decreased · -1.27 pp3.78% → 2.51%Shares -81.00K (-13.92%)
- 86614U100Weight increased · +0.99 pp3.62% → 4.61%Shares +1.50K (+0.19%)
- LFUSWeight decreased · -0.85 pp4.04% → 3.19%Shares -12.50K (-9.43%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AZZAZZ INC View history and evidence | $55.79M | 6.29% | 681.00K shares | 6.33% → 6.29%-0.04 pp +15.00K (+2.25%) | Added | ↗▾ |
| 02 | WCNWASTE CONNECTIONS INC View history and evidence | $47.01M | 5.30% | 274.00K shares | 5.19% → 5.30%+0.11 pp +21.50K (+8.51%) | Added | ↗▾ |
| 03 | ADEAADEIA INC View history and evidence | $43.62M | 4.92% | 3.12M shares | 4.18% → 4.92%+0.74 pp +68.00K (+2.23%) | Added | ↗▾ |
| 04 | GLDDGREAT LAKES DREDGE & DOCK CO View history and evidence | $41.82M | 4.71% | 3.70M shares | 4.42% → 4.71%+0.29 pp +56.50K (+1.55%) | Added | ↗▾ |
| 05 | RTORENTOKIL INITIAL PLC-SP ADRSPONSORED ADR View history and evidence | $41.21M | 4.65% | 1.63M shares | 4.10% → 4.65%+0.55 pp +197.50K (+13.81%) | Added | ↗▾ |
| 06 | 86614U100SUMMIT MATERIALS INC -CL ACL A View history and evidence | $40.88M | 4.61% | 808.00K shares | 3.62% → 4.61%+0.99 pp +1.50K (+0.19%) | Added | ↗▾ |
| 07 | BWXTBWX TECHNOLOGIES INC View history and evidence | $39.32M | 4.43% | 353.00K shares | 5.10% → 4.43%-0.67 pp -55.00K (-13.48%) | Reduced | ↗▾ |
| 08 | NPOENPRO INC View history and evidence | $37.51M | 4.23% | 217.50K shares | 3.96% → 4.23%+0.27 pp +5.00K (+2.35%) | Added | ↗▾ |
| 09 | BVBRIGHTVIEW HOLDINGS INC View history and evidence | $31.12M | 3.51% | 1.95M shares | 3.39% → 3.51%+0.12 pp +76.00K (+4.06%) | Added | ↗▾ |
| 10 | AWIARMSTRONG WORLD INDUSTRIES View history and evidence | $30.17M | 3.40% | 213.50K shares | 3.48% → 3.40%-0.08 pp -17.00K (-7.38%) | Reduced | ↗▾ |
Options overlay 1
$13.30M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 22.70K | $13.30M | +22.70K | ▾ |
1 / 1 options · preview only
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HII HUNTINGTON INGALLS INDUSTRIE | Non-derivative | -108,000 | -$28.55M | SEC filing ↗ | SEC filing ↗ |
| MCHP MICROCHIP TECHNOLOGY INC | Non-derivative | -256,000 | -$20.55M | SEC filing ↗ | SEC filing ↗ |
| SPB SPECTRUM BRANDS HOLDINGS INC | Non-derivative | -208,500 | -$19.84M | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1406484 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 14, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 900406033
}Research all 42 reported holdings.
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