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Name: |
HARVEY PARTNERS LLC |
City: |
NEW YORK |
State: |
NY |
Zip: |
10017 |
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Holdings
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20 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
OEC |
Orion Engineered Carbons SA |
3 |
- |
$24.24 |
$44,923,000 |
1,620,000 |
5.24% |
11,279,000 |
39,000 |
2.678 |
N/A |
|
HII |
Huntington Ingalls Industri... |
4 |
- |
$245.19 |
$43,230,000 |
166,500 |
5.05% |
14,947,000 |
28,250 |
0.411 |
Aerospace/Defense Pro... |
|
AZZ |
AZZ Inc |
6 |
- |
$74.22 |
$41,738,000 |
718,500 |
4.87% |
9,604,000 |
13,500 |
2.755 |
Industrial Equipment ... |
|
BIN |
Waste Connections, Inc |
7 |
- |
$163.36 |
$36,422,000 |
244,000 |
4.25% |
7,212,000 |
26,500 |
0.093 |
Waste Management |
|
NPO |
Enpro Industries Inc |
8 |
- |
$152.50 |
$36,207,000 |
231,000 |
4.23% |
11,121,000 |
24,000 |
1.121 |
Aerospace/Defense - M... |
|
GTLS |
Chart Industries Inc |
10 |
- |
$145.00 |
$30,538,000 |
224,000 |
3.56% |
-5,400,000 |
11,500 |
0.438 |
Scientific & Technica... |
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CCK |
Crown Holdings Inc |
12 |
- |
$82.37 |
$24,772,000 |
269,000 |
2.89% |
1,590,000 |
7,000 |
0.2 |
Packaging & Containers |
|
SUM |
Summit Materials, Inc. |
13 |
- |
$39.10 |
$24,614,000 |
640,000 |
2.87% |
8,390,000 |
119,000 |
0.503 |
N/A |
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CPRT |
Copart Inc |
14 |
- |
$54.40 |
$24,084,000 |
491,500 |
2.81% |
3,972,000 |
24,750 |
0.103 |
Auto Dealerships |
|
AWI |
Armstrong World Industries Inc |
15 |
- |
$115.17 |
$23,597,000 |
240,000 |
2.75% |
10,529,000 |
58,500 |
0.491 |
Home Furnishings & Fi... |
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RTOKY |
Rentokil Initial Plc (Unite... |
16 |
- |
$25.61 |
$23,464,000 |
820,123 |
2.74% |
-452,000 |
174,623 |
0.221 |
N/A |
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SEE |
Sealed Air Corpde |
17 |
- |
$34.93 |
$23,190,000 |
635,000 |
2.71% |
8,847,000 |
198,500 |
0.409 |
Packaging & Containers |
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CMP |
Compass Minerals Internatio... |
18 |
- |
$12.71 |
$21,016,000 |
830,000 |
2.45% |
1,786,000 |
142,000 |
2.019 |
Specialty Chemicals |
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MLM |
Martin Marietta Materials Inc |
20 |
- |
$589.96 |
$19,956,000 |
40,000 |
2.33% |
4,768,000 |
3,000 |
0.045 |
General Building Mate... |
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CTS |
CTS Corp |
22 |
- |
$48.51 |
$18,699,000 |
427,500 |
2.18% |
4,413,000 |
85,250 |
1.325 |
Diversified Electronics |
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EB |
Eventbrite Inc |
23 |
- |
$5.55 |
$18,392,000 |
2,200,000 |
2.15% |
-1,439,000 |
188,750 |
2.528 |
N/A |
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CHKP |
Check Point Software Techno... |
27 |
- |
$149.47 |
$14,209,000 |
93,000 |
1.66% |
3,147,000 |
10,000 |
0.066 |
Security Software & S... |
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RSKD |
Riskified Ord Shs Class A |
31 |
- |
$5.27 |
$12,168,000 |
2,600,000 |
1.42% |
1,237,000 |
160,000 |
4.057 |
N/A |
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LASR |
Nlight, Inc. |
32 |
- |
$11.56 |
$11,003,000 |
815,000 |
1.28% |
3,291,000 |
73,500 |
1.807 |
N/A |
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CYBR |
Cyber-Ark Software Ltd |
33 |
- |
$233.54 |
$7,831,000 |
35,750 |
0.91% |
2,099,000 |
750 |
0.092 |
N/A |
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