Harvey Partners, LLC Portfolio Holdings

Harvey Partners, LLC

  • $1.07 Billion
  • Q3 2025

Harvey Partners, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enpro Industries, Inc with a value of $56.3M, Bwx Technologies, Inc. with a value of $53.4M, Azz Inc with a value of $53M, Great Lakes Dredge & Dock Corp with a value of $44.4M, and Adeia Inc. with a value of $43.9M.

Examining the 13F form we can see an increase of $103M in the current position value, from $962M to 1.07B.

Harvey Partners, LLC is based out at Tarrytown, NY

Below you can find more details about Harvey Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.07 Billion
Industrials: $415 Million
Technology: $354 Million
Basic Materials: $149 Million
ETFs: $49.7 Million
Consumer Cyclical: $45 Million
Energy: $29.4 Million
Communication Services: $16.7 Million
Financial Services: $5.74 Million
Other: $881,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.37B
$56.3 Million 5.28% of portfolio
249,000
Q3 2025 Added 4.23%
$16.3B
$53.4 Million 5.01% of portfolio
289,500
Q3 2025 Reduced 13.71%
$2.44B
$53 Million 4.97% of portfolio
485,414
Q3 2025 Reduced 19.13%
$816M
$44.4 Million 4.16% of portfolio
3,700,551
Q3 2025 Reduced 0.87%
$1.34B
$43.9 Million 4.12% of portfolio
2,614,500
Q3 2025 Reduced 18.04%
$1.38B
$41.4 Million 3.89% of portfolio
1,397,444
Q3 2025 Reduced 33.69%
$1.13B
$39.5 Million 3.71% of portfolio
2,949,000
Q3 2025 Added 5.02%
$43.4B
$39.4 Million 3.7% of portfolio
224,000
Q3 2025 Reduced 22.09%
$2.39B
$38.4 Million 3.61% of portfolio
318,000
Q3 2025 New
$9.49B
$35.8 Million 3.36% of portfolio
289,000
Q3 2025 Added 7.2%
$1.19B
$34.9 Million 3.27% of portfolio
1,024,500
Q3 2025 Added 72.64%
$1.88B
$33.2 Million 3.11% of portfolio
601,000
Q3 2025 Added 5.06%
$3.84B
$32.7 Million 3.07% of portfolio
533,500
Q3 2025 Added 1.78%
$8.34B
$32.6 Million 3.06% of portfolio
166,300
Q3 2025 Reduced 22.31%
$37.2B
$32.2 Million 3.02% of portfolio
51,100
Q3 2025 Added 6.61%
$1.15B
$29.4 Million 2.76% of portfolio
2,042,286
Q3 2025 Added 5.46%
$3.14B
$26.9 Million 2.52% of portfolio
471,500
Q3 2025 Added 3.21%
$24.8B
$25.4 Million 2.39% of portfolio
123,000
Q3 2025 Added 1.8%
$1B
$24.1 Million 2.26% of portfolio
501,000
Q3 2025 Added 48.29%
$3.7B
$23.3 Million 2.19% of portfolio
405,800
Q3 2025 Added 4.38%
$13.3B
$22.3 Million 2.1% of portfolio
885,000
Q3 2025 Reduced 27.46%
$19.9B
$21.4 Million 2.0% of portfolio
44,200
Q3 2025 Added 12.56%
$37.7B
$20.6 Million 1.94% of portfolio
4,291,500
Q3 2025 Added 2.08%
$1.17B
$20.6 Million 1.93% of portfolio
771,500
Q3 2025 Added 20.6%
$1.35B
$19.7 Million 1.85% of portfolio
493,500
Q3 2025 Added 74.67%
$4.52B
$18.6 Million 1.75% of portfolio
196,000
Q3 2025 Added 50.39%
$277M
$18.4 Million 1.73% of portfolio
2,424,995
Q2 2025 Added 15.53%
$828M
$16.7 Million 1.57% of portfolio
1,102,500
Q3 2025 Added 15.85%
$1.23B
$15.4 Million 1.45% of portfolio
1,988,500
Q3 2025 Added 1.31%
$0
$14.7 Million 1.38% of portfolio
24,480
Q3 2025 Added 40.05%
$1.97B
$14.5 Million 1.36% of portfolio
622,500
Q3 2025 New
$418M
$14.5 Million 1.36% of portfolio
3,093,000
Q3 2025 Added 20.39%
$404M
$11.9 Million 1.12% of portfolio
372,000
Q3 2025 Added 21.3%
$320M
$11 Million 1.04% of portfolio
852,381
Q3 2025 Reduced 30.23%
$2.2B
$10.1 Million 0.95% of portfolio
100,000
Q3 2025 New
$0
$9.68 Million 0.91% of portfolio
40,000
Q2 2025 New
$2.23B
$5.74 Million 0.54% of portfolio
250,000
Q1 2024 Reduced 36.31%
$421M
$3.19 Million 0.3% of portfolio
182,000
Q3 2025 New
$83.3M
$1.8 Million 0.17% of portfolio
149,544
Q3 2025 Reduced 46.03%
$27.1M
$881,000 0.08% of portfolio
2,050,000
Q3 2025 Reduced 4.25%
Ul Solutions Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 10.77%
Atlanta Braves Hldgs Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.53%
Miami Intl Hldgs Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $1.07 Billion
  • Prior Value $962 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Harvey Partners, LLC Portfolio

Follow Harvey Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harvey Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvey Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email