HARVEY PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AZZ | 485K | $52.97M |
 | SMG | 472K | $26.85M |
 | VRNS | 406K | $23.32M |
 | VPG | 372K | $11.92M |
 | ULS | 370K | $26.22M |
 | MTRN | 318K | $38.42M |
 | BWXT | 290K | $53.38M |
 | MKSI | 289K | $35.77M |
 | APLD | 250K | $5.74M |
 | NPO | 249K | $56.27M |
 | WCN | 224K | $39.38M |
 | CWST | 196K | $18.60M |
 | ICHR | 182K | $3.19M |
 | AWI | 166K | $32.60M |
 | SSTI | 150K | $1.80M |
 | CHKP | 123K | $25.45M |
 | LFUS | 109K | $28.15M |
 | DECK | 100K | $10.14M |
 | MLM | 51K | $32.21M |
 | MIAX | 50K | $2.01M |
AZZ Inc.
AZZ
Shares Held
485K
Value
$52.97M
The Scotts Miracle-Gro Company
SMG
Shares Held
472K
Value
$26.85M
Varonis Systems, Inc.
VRNS
Shares Held
406K
Value
$23.32M
Vishay Precision Group, Inc.
VPG
Shares Held
372K
Value
$11.92M
UL Solutions Inc.
ULS
Shares Held
370K
Value
$26.22M
Materion Corporation
MTRN
Shares Held
318K
Value
$38.42M
BWX Technologies, Inc.
BWXT
Shares Held
290K
Value
$53.38M
MKS Inc.
MKSI
Shares Held
289K
Value
$35.77M
Applied Digital Corporation
APLD
Shares Held
250K
Value
$5.74M
EnPro Industries, Inc.
NPO
Shares Held
249K
Value
$56.27M
Waste Connections, Inc.
WCN
Shares Held
224K
Value
$39.38M
Casella Waste Systems, Inc.
CWST
Shares Held
196K
Value
$18.60M
Ichor Holdings, Ltd.
ICHR
Shares Held
182K
Value
$3.19M
Armstrong World Industries, Inc.
AWI
Shares Held
166K
Value
$32.60M
SoundThinking, Inc.
SSTI
Shares Held
150K
Value
$1.80M
Check Point Software Technologies Ltd.
CHKP
Shares Held
123K
Value
$25.45M
Littelfuse, Inc.
LFUS
Shares Held
109K
Value
$28.15M
Deckers Outdoor Corporation
DECK
Shares Held
100K
Value
$10.14M
Martin Marietta Materials, Inc.
MLM
Shares Held
51K
Value
$32.21M
MIAMI INTERNATIONAL HOLDINGS, INC.
MIAX
Shares Held
50K
Value
$2.01M