Harvey Partners, LLC Portfolio Holdings

Harvey Partners, LLC

  • $962 Million
  • Q2 2025

Harvey Partners, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $962 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Azz Inc with a value of $56.7M, Waste Connections, Inc. with a value of $53.7M, Bwx Technologies, Inc. with a value of $48.3M, Bright View Holdings, Inc. with a value of $46.8M, and Enpro Industries, Inc with a value of $45.8M.

Examining the 13F form we can see an increase of $150M in the current position value, from $812M to 962M.

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 $962 Million
Industrials: $424 Million
Technology: $328 Million
Basic Materials: $107 Million
ETFs: $36.2 Million
Energy: $26.6 Million
Consumer Cyclical: $19.8 Million
Communication Services: $16.9 Million
Financial Services: $2.52 Million
Other: $942,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.82B
$56.7 Million 5.89% of portfolio
600,275
Q2 2025 Reduced 7.22%
$48.2B
$53.7 Million 5.58% of portfolio
287,500
Q2 2025 Added 0.52%
$16.3B
$48.3 Million 5.02% of portfolio
335,500
Q2 2025 Added 1.98%
$1.41B
$46.8 Million 4.86% of portfolio
2,808,000
Q2 2025 Added 8.82%
$4.73B
$45.8 Million 4.76% of portfolio
238,892
Q2 2025 Added 3.87%
$753M
$45.5 Million 4.73% of portfolio
3,733,000
Q1 2025 Added 0.78%
$1.48B
$45.1 Million 4.69% of portfolio
3,189,944
Q2 2025 Added 0.55%
$826M
$42.7 Million 4.44% of portfolio
972,016
Q2 2025 Reduced 5.81%
$1.25B
$41.5 Million 4.31% of portfolio
2,107,348
Q2 2025 Added 1.66%
$8.86B
$34.8 Million 3.61% of portfolio
214,055
Q2 2025 Added 0.26%
$3.37B
$30.1 Million 3.13% of portfolio
456,843
Q2 2025 Added 133.08%
$12.7B
$29.3 Million 3.04% of portfolio
1,220,000
Q2 2025 Reduced 25.7%
$3.82B
$27.9 Million 2.9% of portfolio
524,177
Q2 2025 Added 0.61%
$22.7B
$26.7 Million 2.78% of portfolio
120,820
Q2 2025 Added 0.68%
$6.88B
$26.8 Million 2.78% of portfolio
269,599
Q2 2025 Added 3.29%
$1.16B
$26.6 Million 2.76% of portfolio
1,936,560
Q2 2025 Added 3.34%
$622M
$25.4 Million 2.64% of portfolio
2,424,995
Q2 2025 Added 15.53%
$2.05B
$24.6 Million 2.56% of portfolio
572,047
Q2 2025 Added 59.57%
$23.2B
$21.8 Million 2.26% of portfolio
4,203,952
Q2 2025 Added 0.63%
$6.25B
$19.7 Million 2.05% of portfolio
388,759
Q2 2025 Reduced 16.03%
$861M
$18 Million 1.87% of portfolio
639,731
Q2 2025 Reduced 9.0%
$929M
$16.9 Million 1.76% of portfolio
951,698
Q2 2025 Added 0.71%
$1.13B
$16.8 Million 1.74% of portfolio
593,428
Q2 2025 Added 14.23%
$410M
$16.5 Million 1.72% of portfolio
1,221,762
Q2 2025 Reduced 20.3%
$17B
$16 Million 1.66% of portfolio
39,269
Q2 2025 Added 0.69%
$6.32B
$15.2 Million 1.58% of portfolio
66,937
Q2 2025 Reduced 44.68%
$5.05B
$15 Million 1.56% of portfolio
130,325
Q2 2025 New
$1.01B
$14.1 Million 1.46% of portfolio
337,845
Q2 2025 Added 0.85%
$476M
$12.8 Million 1.33% of portfolio
2,569,145
Q2 2025 Added 0.63%
$1.32B
$12 Million 1.25% of portfolio
282,536
Q2 2025 Reduced 16.16%
$0
$9.64 Million 1.0% of portfolio
17,480
Q2 2025 New
$342M
$8.62 Million 0.9% of portfolio
306,685
Q2 2025 Added 0.55%
$0
$8.63 Million 0.9% of portfolio
40,000
Q2 2025 New
$600M
$7.93 Million 0.82% of portfolio
1,962,772
Q2 2025 Added 0.45%
$136M
$3.62 Million 0.38% of portfolio
277,107
Q2 2025 Added 3.01%
$11.2B
$2.99 Million 0.31% of portfolio
61,000
Q2 2025 Added 38.64%
$1.38B
$2.52 Million 0.26% of portfolio
250,000
Q1 2024 Reduced 36.31%
$20M
$942,000 0.1% of portfolio
2,141,099
Q2 2025 Reduced 2.12%
Ul Solutions Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.61%
Atlanta Braves Hldgs Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 7.32%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $962 Million
  • Prior Value $812 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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