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Harvey Partners, LLC - Portfolio Stock Holdings

Harvey Partners, LLC disclosed 48 stock positions in a recent SEC 13F filing. $1,113,733,613 of stock holdings were filed, with the largest holdings including NPO, GLDD, and MKSI. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 17, 2026.

We estimate the fund has a total AUM of $1,226,488,271 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.

Report Period:

Dec. 31, 2025

No. of Stocks:

48

Est. Stock Holding Value:

$1,113,733,613

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Harvey Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Harvey Partners, LLC

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.