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Harvey Partners, LLC 13F Filings, Portfolio & Analysis

CIK: 0001406484
Tarrytown 120 White Plains Road Suite 430
Zip Code: 10591
Latest Portfolio Value
$1.26 B
+11.34%
Total Holdings
47
3
Latest Report Date
Q1 2026
Top 10 Concentration
40.47%

Harvey Partners, LLC — Portfolio Overview & Company Profile

Harvey Partners, LLC (CIK: 0001406484) is a financial institution headquartered at 120 White Plains Road, Suite 430, Tarrytown, New York 10591. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $1.26 B, comprising 47 distinct securities. Over its filing history, it has submitted 57 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 40.5%. Quarterly turnover: 15.3%. ▲ 6 new, +25 added, −14 reduced, ×4 exited.

Portfolio Summary (Q1 2026)

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
+10.54%
$1.23 B 97.98%
Options
+71.81%
$25.38 M 2.02%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
2.75 M $66.19 M 5.27% ▲ 138,117 Add 5.3%
253,500 $63.54 M 5.06% ▲ 4,327 Add 1.7%
243,396 $55.93 M 4.45% ▼ 45,801 Reduce -15.8%
743,500 $52.96 M 4.21% ▲ 114,070 Add 18.1%
255,300 $52.21 M 4.15% ▲ 3,828 Add 1.5%
351,500 $43.98 M 3.50% ▼ 13,085 Reduce -3.6%
293,121 $42.4 M 3.37% ▼ 26,379 Reduce -8.3%
258,500 $41.99 M 3.34% ▲ 34,341 Add 15.3%
121,500 $41.23 M 3.28% ▲ 4,000 Add 3.4%
320,000 $37.8 M 3.01% ▲ 16,000 Add 5.3%

Historical Portfolio Charts