Harvey Partners, LLC

CIK 0001406484 · Q2 2026

13F Equity AUM

$1.5B

+16.2% QoQ

Positions

+1 QoQ

AUM Rank

#1,914

Top 22%

Skill Alpha (FF)

+8.1%/yr

Alpha Generator

Rank #466 · Top 6%

vs S&P +4.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 21.6%Top 10: 38.5%Top 20: 65.9%

NPO5.4%

MTRN4.5%

MKSI4.3%

NGVT3.8%

ADEA3.7%

LFUS3.5%

MLM3.4%

AZZ3.4%

WCN3.3%

1GSN3.3%

Others (38)61.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials36.0%

Technology29.1%

Basic Materials16.3%

Consumer Cyclical8.5%

Communication Services6.2%

Financial Services3.3%

Other0.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 48Median: 1.88%Avg: 2.08%

0–0.5%

2(0.8%)

0.5–1%

7(4.7%)

1–3%

27(49.7%)

3–5%

11(39.5%)

5%+

1(5.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 48vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New6Increased17Decreased24Exited5

New Positions

CECO1.9%

+311K

CIT1.3%

+112K

SITE1.1%

+144K

AIN1.1%

+218K

FND0.6%

+156K

APPLIED AEROSPACE &a…0.5%

+329K

Increased

BV3.0%

+141K(+5%)

SMG2.5%

+105K(+24%)

BALL2.8%

+93K(+17%)

QA4A3.1%

+93K(+8%)

FWONK1.1%

+51K(+41%)

FWONA0.6%

+42K(+70%)

POOL2.6%

+39K(+29%)

WH0.9%

+37K(+30%)

CWST2.1%

+29K(+10%)

WCN3.3%

+29K(+11%)

Decreased

NOK1.3%

-1,490,874(-51%)

ADEA3.7%

-1,132,147(-41%)

ICHR1.6%

-263,305(-56%)

RSKD1.1%

-230,453(-7%)

VPG1.8%

-223,912(-56%)

CALX1.1%

-152,000(-27%)

OEC0.5%

-113,421(-9%)

LASR1.4%

-110,873(-27%)

MKSI4.3%

-102,330(-42%)

MTRX0.8%

-89,977(-10%)

Exited

-646,728

-30,000

-610,000

-730,943

-140,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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