Harvey Partners, LLC

CIK 0001406484 · Q2 2026

13F Equity AUM

$1.5B

+16.2% QoQ

Positions

-47 QoQ

AUM Rank

#2,777

Top 22%

Skill Alpha (FF)

+5.7%/yr^ns

No Clear Edge

Rank #566 · Top 7%

vs S&P +3.3%/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

No sector data available.

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

New0Increased0Decreased0Exited0

No position changes this quarter.

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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