You're signed outSign in or to get full access.
Harvey Partners, LLC
Harvey Partners, LLC is a New York-based hedge fund manager established in 2006. The firm manages both a traditional long/short hedge fund and a long-only strategy, primarily focused on US small-cap equities. Harvey Partners manages the Harvey SMidCap Fund and other vehicles, serving institutional and accredited clients. The firm has a boutique structure and a focused team, operating out of its Manhattan office.
Investment Strategy
Harvey Partners employs a fundamental-driven investment approach, specializing in long/short equity and long-only strategies. The firm targets US small-cap stocks, aiming to identify undervalued growth opportunities across a range of sectors, including metal mining, oil and gas, and industrials. The focus is on long-term positions with a disciplined risk-management process, leveraging deep industry research and company analysis to construct a concentrated, high-conviction portfolio.
Latest 13F Filing Activity
Harvey Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 40 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Nlight Inc., Scotts Miracle-gro Co., BWX Technologies Inc. among other positions. Harvey Partners, LLC reduced exposure to Entegris Inc., Solarwinds Corp., Sealed Air Corp. New among others.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AZZ | AZZ INC | 5.56% | $56.7M | 600,275 | $42.30 | $94.48 | +$2.6M |
W WCN | WASTE CONNECTIONS INC | 5.26% | $53.7M | 287,500 | $146.83 | $186.72 | -$2.1M |
B BWXT | BWX TECHNOLOGIES INC | 4.74% | $48.3M | 335,500 | $57.83 | $144.06 | +$15.9M |
B BV | BRIGHTVIEW HLDGS INC | 4.58% | $46.8M | 2,808,000 | $13.09 | $16.65 | +$13.6M |
N NPO | ENPRO INC | 4.49% | $45.8M | 238,892 | $106.59 | $191.55 | +$8.5M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | Bought | Put | $17.9M | 325 | $551.64 | $475.28 | +25 | +$3.9M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more