Harvey Partners, LLC — 13F holdings

Harvey Partners, LLC reported 48 holdings worth $1.46B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NPO Enpro Inc — $78.2M (5.4%)
2. MTRN MATERION CORP — $65.4M (4.5%)
3. MKSI MKS INC. — $62.7M (4.3%)
4. NGVT Ingevity Corp — $54.8M (3.8%)
5. ADEA ADEIA INC — $53.4M (3.7%)
6. LFUS LITTELFUSE INC — $51.2M (3.5%)
7. MLM MARTIN MARIETTA MATLS INC — $50.2M (3.4%)
8. AZZ AZZ INC — $50.1M (3.4%)
9. WCN Waste Connections Inc — $47.9M (3.3%)
10. NOVT NOVANTA INC — $47.7M (3.3%)