Long-term investor

Harvey Partners, LLC @harveypartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001406484).

Record

  • Tracked since 2025-12-31 (249 days), 50 trades recorded
  • Returns: week n/a · month n/a · 90 days +16.6% · 6 months n/a · 1 year n/a · all +30.2%
  • Max drawdown n/a · win rate 25% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NPO · 5.4% · long · since 2025-12-31
  • MTRN · 4.5% · long · since 2025-12-31
  • MKSI · 4.3% · long · since 2025-12-31
  • NGVT · 3.8% · long · since 2025-12-31
  • ADEA · 3.7% · long · since 2025-12-31
  • LFUS · 3.5% · long · since 2025-12-31
  • MLM · 3.4% · long · since 2025-12-31
  • AZZ · 3.4% · long · since 2025-12-31
  • WCN · 3.3% · long · since 2025-12-31
  • NOVT · 3.3% · long · since 2025-12-31
  • BWXT · 3.2% · long · since 2025-12-31
  • THRM · 3.1% · long · since 2025-12-31

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