Harvey Partners, LLC 13F 持仓 · 2026年Q2
Harvey Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 14.60 亿美元。前几大持仓：NPO（5.36%）、MTRN（4.48%）、MKSI（4.30%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NPO | ENPRO INC | $78.2M | 5.36% | 207,593 | 减持 |
| 2 | MTRN | MATERION CORP | $65.4M | 4.48% | 220,068 | 减持 |
| 3 | MKSI | MKS INC. | $62.7M | 4.30% | 141,066 | 减持 |
| 4 | NGVT | INGEVITY CORP | $54.8M | 3.75% | 734,307 | 减持 |
| 5 | ADEA | ADEIA INC | $53.4M | 3.66% | 1.6M | 减持 |
| 6 | LFUS | LITTELFUSE INC | $51.2M | 3.51% | 112,547 | 减持 |
| 7 | MLM | MARTIN MARIETTA MATLS INC | $50.2M | 3.44% | 87,035 | 增持 |
| 8 | AZZ | AZZ INC | $50.1M | 3.43% | 323,137 | 减持 |
| 9 | WCN | WASTE CONNECTIONS INC | $47.9M | 3.28% | 287,122 | 增持 |
| 10 | NOVT | NOVANTA INC | $47.7M | 3.27% | 294,122 | 减持 |
| 11 | BWXT | BWX TECHNOLOGIES INC | $47.3M | 3.24% | 243,107 | 减持 |
| 12 | THRM | GENTHERM INC | $45.2M | 3.10% | 1.3M | 增持 |
| 13 | BV | BRIGHTVIEW HLDGS INC | $43.6M | 2.99% | 3.1M | 增持 |
| 14 | ASTE | ASTEC INDS INC | $41.2M | 2.82% | 674,000 | 增持 |
| 15 | BALL | BALL CORP | $40.8M | 2.79% | 653,286 | 增持 |
| 16 | BATRK | ATLANTA BRAVES HLDGS INC | $39.3M | 2.69% | 756,832 | 减持 |
| 17 | POOL | POOL CORP | $37.4M | 2.56% | 174,074 | 增持 |
| 18 | SMG | SCOTTS MIRACLE-GRO CO | $37.0M | 2.53% | 542,727 | 增持 |
| 19 | CTS | CTS CORP | $35.5M | 2.43% | 545,231 | 减持 |
| 20 | AWI | ARMSTRONG WORLD INDS INC NEW | $32.9M | 2.25% | 205,087 | 增持 |
| 21 | ULS | UL SOLUTIONS INC | $32.7M | 2.24% | 320,656 | 减持 |
| 22 | CWST | CASELLA WASTE SYS INC | $30.1M | 2.06% | 310,131 | 增持 |
| 23 | CECO | CECO ENVIRONMENTAL CORP | $28.2M | 1.93% | 311,132 | 新建仓 |
| 24 | RTO | RENTOKIL INITIAL PLC | $28.2M | 1.93% | 983,956 | 增持 |
| 25 | VPG | VISHAY PRECISION GROUP INC | $26.6M | 1.82% | 177,659 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR