HARVEY PARTNERS LLC
Q2 2026 Form 13-F
TARRYTOWN, NEW YORK
CIK 0001406484
· CRD 160681
· SEC-registered investment adviser
$1.5B Reported Value Total
HARVEY PARTNERS, LLC reports 16 total accounts under management (AUM). There are 16 discretionary accounts valued at $1,226,488,271, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
4 funds
· $202.9M gross asset value
Hedge Fund: $202.9M
Source: Form ADV filed 2026-03-25
Reported value
$1.5B
Quarter over quarter
+32.0%
Holdings
47
Top-10 concentration
38.5%
Key People
Form ADV owners & control persons
Jeffrey Craig Moskowitz
MANAGING MEMBER
James Allen Schwartz
MANAGING MEMBER
Anthony Felix Cimini
CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $1.5B |
| Positions | 47 |
| Change in reported value | +16.2% |
| New positions | 6 |
| Exited positions | 4 |
| Position turnover | 19.6% |
| Top-10 concentration | 38.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
47 | $1.5B |
|
Q1 2026 13F
Filed May 15, 2026
|
45 | $1.3B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
43 | $1.1B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
44 | $1.1B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
41 | $1.0B |
|
Q1 2025 13F
Filed May 15, 2025
|
41 | $857.5M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
41 | $900.4M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
42 | $878.3M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
39 | $831.6M |
|
Q1 2024 13F
Filed May 15, 2024
|
40 | $944.0M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
42 | $880.4M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
40 | $788.7M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
40 | $817.7M |
|
Q1 2023 13F
Filed May 15, 2023
|
38 | $808.1M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
37 | $787.1M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
33 | $683.3M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
32 | $454.8M |
|
Q1 2022 13F
Filed May 16, 2022
|
33 | $405.6M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
31 | $246.1M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
30 | $133.8M |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NPO ENPRO INC | $78.2M | 5.36% |
| 2 | MTRN MATERION CORP | $65.4M | 4.48% |
| 3 | MKSI MKS INC. | $62.7M | 4.3% |
| 4 | NGVT INGEVITY CORP | $54.8M | 3.75% |
| 5 | ADEA ADEIA INC | $53.4M | 3.66% |
| 6 | LFUS LITTELFUSE INC | $51.2M | 3.51% |
| 7 | MLM MARTIN MARIETTA MATLS INC | $50.2M | 3.44% |
| 8 | AZZ AZZ INC | $50.1M | 3.43% |
| 9 | WCN WASTE CONNECTIONS INC | $47.9M | 3.28% |
| 10 | NOVT NOVANTA INC | $47.7M | 3.27% |
| 11 | BWXT BWX TECHNOLOGIES INC | $47.3M | 3.24% |
| 12 | THRM GENTHERM INC | $45.2M | 3.1% |
| 13 | BV BRIGHTVIEW HLDGS INC | $43.6M | 2.99% |
| 14 | ASTE ASTEC INDS INC | $41.2M | 2.82% |
| 15 | BALL BALL CORP | $40.8M | 2.79% |
| 16 | BATRK ATLANTA BRAVES HLDGS INC | $39.3M | 2.69% |
| 17 | POOL POOL CORP | $37.4M | 2.56% |
| 18 | SMG SCOTTS MIRACLE-GRO CO | $37.0M | 2.53% |
| 19 | CTS CTS CORP | $35.5M | 2.43% |
| 20 | AWI ARMSTRONG WORLD INDS INC NEW | $32.9M | 2.25% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.