Harvey Partners, LLC
Annual return '25
+20.0%
SPY '25
+17.7%
Alpha
+2.3ptsvs SPY
Invested
$1.3B
Holdings
49
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ADEA
ADEIA INC
Q4 2025: Exited (was 2.61M shares)
5.3%
02
$NPO
ENPRO INC
Q4 2025: Exited (was 249.0k shares)
5.1%
03
$MKSI
MKS INC.
Q1 2026: New position (779.6k shares)
4.5%
04
$NGVT
INGEVITY CORP
Q4 2025: Exited (was 601.0k shares)
4.2%
05
$BWXT
BWX TECHNOLOGIES INC
Q4 2025: Exited (was 289.5k shares)
4.2%
06
$AZZ
AZZ INC
Q4 2025: Exited (was 485.4k shares)
3.5%
07
$MTRN
MATERION CORP
Q4 2025: Exited (was 318.0k shares)
3.4%
08
$WCN
WASTE CONNECTIONS INC
Q4 2025: Exited (was 224.0k shares)
3.3%
09
$LFUS
LITTELFUSE INC
Q4 2025: Exited (was 108.7k shares)
3.3%
10
$NOVT
NOVANTA INC
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:09 UTC.