Harvey Partners, LLC is an SEC-registered investment adviser based in Tarrytown, NY that reports managing 2 hedge funds on Form ADV. It reports $1.2 billion in regulatory assets under management. Its private funds, of all types, hold $143.3 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +47.6% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +82.9% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $1.2 billionForm ADV Item 5.F
- Gross assets of private funds
- $143.3 millionAll private fund types, Form ADV
- Hedge funds managed
- 22 private funds in total
- Employees
- 5Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 160681
- Latest Form ADV
- 03/25/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
Estimated by AltMountain, derived from the firm’s public Form 13F filings. Not reported by the firm and not the return of any fund.
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +31.4% | +14.8% |
| Q1 2026 | +12.3% | -4.6% |
| Q4 2025 | +0.4% | +2.4% |
| Q3 2025 | +7.8% | +7.8% |
| Q2 2025 | +16.7% | +10.4% |
| Q1 2025 | -6.6% | -4.5% |
| Q4 2024 | +1.0% | +2.1% |
| Q3 2024 | +3.9% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Manager of this firm? Report your fund’s actual net return, or email hello@altmountain.com to correct or remove this estimate. Removal requests from the firm are honored.
13F holdings as of Jun 30, 2026
All 47 share positions ($1,442,183,845) reported by Harvey Partners, LLC on Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. Shown as filed with the SEC. Original filing on SEC.gov ↗
| Stock | Value | % of 13F portfolio | Shares | Shares vs prior quarter |
|---|---|---|---|---|
| Enpro Inc | $78,248,029 | 5.43% | 207,593 | -18.11% |
| Materion Corp | $65,446,023 | 4.54% | 220,068 | -24.92% |
| MKS Inc. | $62,746,157 | 4.35% | 141,066 | -42.04% |
| Ingevity Corp | $54,830,704 | 3.80% | 734,307 | -1.24% |
| Adeia Inc | $53,424,084 | 3.70% | 1,622,353 | -41.10% |
| Littelfuse Inc | $51,246,026 | 3.55% | 112,547 | -7.37% |
| Martin Marietta Matls Inc | $50,193,085 | 3.48% | 87,035 | +36.15% |
| Azz Inc | $50,102,392 | 3.47% | 323,137 | -8.07% |
| Waste Connections Inc | $47,860,366 | 3.32% | 287,122 | +11.07% |
| Novanta Inc | $47,718,353 | 3.31% | 294,122 | -8.09% |
| BWX Technologies Inc | $47,320,778 | 3.28% | 243,107 | -4.78% |
| Gentherm Inc | $45,232,418 | 3.14% | 1,326,075 | +7.51% |
| Brightview Hldgs Inc | $43,626,553 | 3.02% | 3,078,797 | +4.79% |
| Astec Inds Inc | $41,242,060 | 2.86% | 674,000 | +0.27% |
| Ball Corp | $40,765,046 | 2.83% | 653,286 | +16.66% |
| Atlanta Braves Hldgs Inc | $39,279,581 | 2.72% | 756,832 | -6.10% |
| Pool Corp | $37,408,503 | 2.59% | 174,074 | +28.94% |
| Scotts Miracle-gro Co | $36,965,136 | 2.56% | 542,727 | +24.05% |
| CTS Corp | $35,543,609 | 2.46% | 545,231 | -8.27% |
| Armstrong World Inds Inc New | $32,900,057 | 2.28% | 205,087 | +4.64% |
| Ul Solutions Inc | $32,662,020 | 2.26% | 320,656 | -6.38% |
| Casella Waste SYS Inc | $30,073,403 | 2.09% | 310,131 | +10.17% |
| Ceco Environmental Corp | $28,232,118 | 1.96% | 311,132 | New |
| Rentokil Initial PLC | $28,150,981 | 1.95% | 983,956 | +0.87% |
| Vishay Precision Group Inc | $26,632,861 | 1.85% | 177,659 | -55.76% |
| Manchester Utd PLC New | $25,854,653 | 1.79% | 1,127,547 | -7.01% |
| Knowles Corp | $25,460,631 | 1.77% | 613,805 | -7.63% |
| Ichor Holdings | $23,115,533 | 1.60% | 205,874 | -56.12% |
| Balchem Corp | $22,986,830 | 1.59% | 136,057 | +18.52% |
| Nlight Inc | $21,074,740 | 1.46% | 302,711 | -26.81% |
| Nokia Corp | $19,317,433 | 1.34% | 1,454,626 | -50.62% |
| Cintas Corp | $18,971,914 | 1.32% | 111,547 | New |
| Liberty Media Corp Del | $16,554,360 | 1.15% | 174,000 | +40.89% |
| Siteone Landscape Supply Inc | $16,481,790 | 1.14% | 144,059 | New |
| Palo Alto Networks Inc | $16,368,960 | 1.14% | 48,000 | -47.25% |
| Albany Intl Corp | $16,247,705 | 1.13% | 218,090 | New |
| Riskified LTD | $15,954,357 | 1.11% | 3,165,547 | -6.79% |
| Calix Inc | $15,693,060 | 1.09% | 420,500 | -26.55% |
| Wyndham Hotels & Resorts Inc | $13,268,717 | 0.92% | 157,567 | +30.22% |
| State STR SPDR S&P 500 ETF T | $11,201,550 | 0.78% | 15,000 | +15.38% |
| Matrix SVC Co | $11,165,815 | 0.77% | 815,023 | -9.94% |
| Floor & Decor Hldgs Inc | $9,234,398 | 0.64% | 155,566 | New |
| Liberty Media Corp Del | $8,939,497 | 0.62% | 102,119 | +70.20% |
| Orion S.A. | $7,893,539 | 0.55% | 1,190,579 | -8.70% |
| Applied Aerospace & Defense | $7,498,675 | 0.52% | 329,178 | New |
| Applied Digital Corp | $5,595,000 | 0.39% | 150,000 | Unchanged |
| Check Point Software Tech LT | $5,454,345 | 0.38% | 41,500 | -62.10% |
Changes since Mar 31, 2026
Comparing the share counts in the two quarter-end filings: 6 new positions, 4 sold out, 16 increased, 24 reduced and 1 unchanged.
New positions
| Stock | Value | Shares |
|---|---|---|
| Ceco Environmental Corp | $28,232,118 | 311,132 |
| Cintas Corp | $18,971,914 | 111,547 |
| Siteone Landscape Supply Inc | $16,481,790 | 144,059 |
| Albany Intl Corp | $16,247,705 | 218,090 |
| Floor & Decor Hldgs Inc | $9,234,398 | 155,566 |
| Applied Aerospace & Defense | $7,498,675 | 329,178 |
Sold out
| Stock | Value at Mar 31, 2026 | Shares held then |
|---|---|---|
| Thermon Group Hldgs Inc | $32,595,091 | 646,728 |
| Great Lakes Dredge & Dock Co | $10,370,000 | 610,000 |
| Dnow Inc | $8,705,531 | 730,943 |
| Varonis SYS Inc | $3,005,800 | 140,000 |
Largest increases
| Stock | Change in shares | Change | Value now | Shares now |
|---|---|---|---|---|
| Martin Marietta Matls Inc | +23,110 | +36.15% | $50,193,085 | 87,035 |
| Pool Corp | +39,074 | +28.94% | $37,408,503 | 174,074 |
| Scotts Miracle-gro Co | +105,227 | +24.05% | $36,965,136 | 542,727 |
| Ball Corp | +93,286 | +16.66% | $40,765,046 | 653,286 |
| Liberty Media Corp Del | +50,500 | +40.89% | $16,554,360 | 174,000 |
| Waste Connections Inc | +28,622 | +11.07% | $47,860,366 | 287,122 |
| Liberty Media Corp Del | +42,119 | +70.20% | $8,939,497 | 102,119 |
| Balchem Corp | +21,257 | +18.52% | $22,986,830 | 136,057 |
| Gentherm Inc | +92,575 | +7.51% | $45,232,418 | 1,326,075 |
| Wyndham Hotels & Resorts Inc | +36,567 | +30.22% | $13,268,717 | 157,567 |
| Casella Waste SYS Inc | +28,631 | +10.17% | $30,073,403 | 310,131 |
| Brightview Hldgs Inc | +140,797 | +4.79% | $43,626,553 | 3,078,797 |
| State STR SPDR S&P 500 ETF T | +2,000 | +15.38% | $11,201,550 | 15,000 |
| Armstrong World Inds Inc New | +9,087 | +4.64% | $32,900,057 | 205,087 |
| Rentokil Initial PLC | +8,456 | +0.87% | $28,150,981 | 983,956 |
| Astec Inds Inc | +1,800 | +0.27% | $41,242,060 | 674,000 |
Largest reductions
| Stock | Change in shares | Change | Value now | Shares now |
|---|---|---|---|---|
| MKS Inc. | -102,330 | -42.04% | $62,746,157 | 141,066 |
| Adeia Inc | -1,132,147 | -41.10% | $53,424,084 | 1,622,353 |
| Vishay Precision Group Inc | -223,912 | -55.76% | $26,632,861 | 177,659 |
| Ichor Holdings | -263,305 | -56.12% | $23,115,533 | 205,874 |
| Materion Corp | -73,053 | -24.92% | $65,446,023 | 220,068 |
| Nokia Corp | -1,490,874 | -50.62% | $19,317,433 | 1,454,626 |
| Enpro Inc | -45,907 | -18.11% | $78,248,029 | 207,593 |
| Palo Alto Networks Inc | -43,000 | -47.25% | $16,368,960 | 48,000 |
| Check Point Software Tech LT | -68,000 | -62.10% | $5,454,345 | 41,500 |
| Nlight Inc | -110,873 | -26.81% | $21,074,740 | 302,711 |
| Calix Inc | -152,000 | -26.55% | $15,693,060 | 420,500 |
| Azz Inc | -28,363 | -8.07% | $50,102,392 | 323,137 |
| Novanta Inc | -25,878 | -8.09% | $47,718,353 | 294,122 |
| Littelfuse Inc | -8,953 | -7.37% | $51,246,026 | 112,547 |
| CTS Corp | -49,169 | -8.27% | $35,543,609 | 545,231 |
| Atlanta Braves Hldgs Inc | -49,168 | -6.10% | $39,279,581 | 756,832 |
| BWX Technologies Inc | -12,193 | -4.78% | $47,320,778 | 243,107 |
| Ul Solutions Inc | -21,844 | -6.38% | $32,662,020 | 320,656 |
| Knowles Corp | -50,695 | -7.63% | $25,460,631 | 613,805 |
| Manchester Utd PLC New | -84,953 | -7.01% | $25,854,653 | 1,127,547 |
Each list shows up to 20 positions, largest first by dollar amount. Changes compare two quarter-end snapshots, with the earlier share count adjusted for stock splits AltMountain detected. They do not show when, or at what price, anything was bought or sold.
From public Form 13F filings, not verified. Form 13F is filed up to 45 days after the quarter ends, so positions may have changed. It lists only certain long positions in U.S.-listed stocks and exchange-traded funds; options are not shown here, and short positions, most bonds, cash, non-U.S. securities and private investments are not reported at all, so a holding may be one side of a hedge. A filing covers the manager as a whole, not any single fund, and filings contain errors. This is not investment advice or a recommendation to buy or sell any security. Disclosures
Private funds reported on Form ADV (2)
As reported in the adviser's Form ADV filed Mar 20, 2024. Funds also listed from Form D are shown above.
Fund vehicles: feeder funds and single-deal vehicles (2)
Feeder funds invest through a master fund; single-deal vehicles (SPVs, co-investments, series) hold one investment.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures