Harvey Partners, LLC
Tarrytown NY · SEC CIK 0001406484
$14.60亿2026Q2 申报市值
48持仓数
38.5%前十大占比 · 第一大 5.4%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CECO 新建仓+$2,823.21万
CTAS 新建仓+$1,897.19万
SITE 新建仓+$1,648.18万
AIN 新建仓+$1,624.77万
MLM 加仓+$1,332.75万
2026Q2 卖出最多 按季末市值估算
MKSI 减仓-$4,551.64万
ADEA 减仓-$3,728.16万
VPG 减仓-$3,356.66万
THERMON GROUP HL 清仓-$3,259.51万
ICHR 减仓-$2,956.39万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -646,728 | -100.0% | -$3,259.51万 | 清仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$1,731.54万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -610,000 | -100.0% | -$1,037.00万 | 清仓 |
| DNOW | DNOW INC | $0 | 0.00% | 0 | -730,943 | -100.0% | -$870.55万 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -140,000 | -100.0% | -$300.58万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $545.43万 | 0.37% | 41,500 | -68,000 | -62.1% | -$893.72万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $559.50万 | 0.38% | 150,000 | 0 | 0.0% | — | 不变 |
| AADX | APPLIED AEROSPACE & DEFENSE | $749.87万 | 0.51% | 329,178 | 329,178 | — | $749.87万 | 新建仓 |
| OEC | ORION S.A. | $789.35万 | 0.54% | 1,190,579 | -113,421 | -8.7% | -$75.20万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $893.95万 | 0.61% | 102,119 | 42,119 | 70.2% | $368.71万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $923.44万 | 0.63% | 155,566 | 155,566 | — | $923.44万 | 新建仓 |
| MTRX | MATRIX SVC CO | $1,116.58万 | 0.76% | 815,023 | -89,977 | -9.9% | -$123.27万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,120.15万 | 0.77% | 15,000 | 2,000 | 15.4% | $149.35万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $1,326.87万 | 0.91% | 157,567 | 36,567 | 30.2% | $307.93万 | 加仓 |
| CALX | CALIX INC | $1,569.31万 | 1.07% | 420,500 | -152,000 | -26.6% | -$567.26万 | 减仓 |
| RSKD | RISKIFIED LTD | $1,595.44万 | 1.09% | 3,165,547 | -230,453 | -6.8% | -$116.15万 | 减仓 |
| AIN | ALBANY INTL CORP | $1,624.77万 | 1.11% | 218,090 | 218,090 | — | $1,624.77万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $1,636.90万 | 1.12% | 48,000 | -43,000 | -47.3% | -$1,466.39万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $1,648.18万 | 1.13% | 144,059 | 144,059 | — | $1,648.18万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,655.44万 | 1.13% | 174,000 | 50,500 | 40.9% | $480.46万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $1,802.70万 | 1.23% | 60,000 | 27,500 | 84.6% | $826.24万 | 加仓 |
| CTAS | CINTAS CORP | $1,897.19万 | 1.30% | 111,547 | 111,547 | — | $1,897.19万 | 新建仓 |
| NOK | NOKIA CORP | $1,931.74万 | 1.32% | 1,454,626 | -1,490,874 | -50.6% | -$1,979.88万 | 减仓 |
| LASR | NLIGHT INC | $2,107.47万 | 1.44% | 302,711 | -110,873 | -26.8% | -$771.90万 | 减仓 |
| BCPC | BALCHEM CORP | $2,298.68万 | 1.57% | 136,057 | 21,257 | 18.5% | $359.14万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $2,311.55万 | 1.58% | 205,874 | -263,305 | -56.1% | -$2,956.39万 | 减仓 |
| KN | KNOWLES CORP | $2,546.06万 | 1.74% | 613,805 | -50,695 | -7.6% | -$210.28万 | 减仓 |
| MANU | MANCHESTER UTD PLC NEW | $2,585.47万 | 1.77% | 1,127,547 | -84,953 | -7.0% | -$194.80万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $2,663.29万 | 1.82% | 177,659 | -223,912 | -55.8% | -$3,356.66万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $2,815.10万 | 1.93% | 983,956 | 8,456 | 0.9% | $24.19万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $2,823.21万 | 1.93% | 311,132 | 311,132 | — | $2,823.21万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $3,007.34万 | 2.06% | 310,131 | 28,631 | 10.2% | $277.63万 | 加仓 |
| ULS | UL SOLUTIONS INC | $3,266.20万 | 2.24% | 320,656 | -21,844 | -6.4% | -$222.50万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $3,290.01万 | 2.25% | 205,087 | 9,087 | 4.6% | $145.77万 | 加仓 |
| CTS | CTS CORP | $3,554.36万 | 2.43% | 545,231 | -49,169 | -8.3% | -$320.53万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $3,696.51万 | 2.53% | 542,727 | 105,227 | 24.1% | $716.70万 | 加仓 |
| POOL | POOL CORP | $3,740.85万 | 2.56% | 174,074 | 39,074 | 28.9% | $839.70万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $3,927.96万 | 2.69% | 756,832 | -49,168 | -6.1% | -$255.18万 | 减仓 |
| BALL | BALL CORP | $4,076.50万 | 2.79% | 653,286 | 93,286 | 16.7% | $582.10万 | 加仓 |
| ASTE | ASTEC INDS INC | $4,124.21万 | 2.82% | 674,000 | 1,800 | 0.3% | $11.01万 | 加仓 |
| BV | BRIGHTVIEW HLDGS INC | $4,362.66万 | 2.99% | 3,078,797 | 140,797 | 4.8% | $199.51万 | 加仓 |
| THRM | GENTHERM INC | $4,523.24万 | 3.10% | 1,326,075 | 92,575 | 7.5% | $315.77万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $4,732.08万 | 3.24% | 243,107 | -12,193 | -4.8% | -$237.34万 | 减仓 |
| NOVT | NOVANTA INC | $4,771.84万 | 3.27% | 294,122 | -25,878 | -8.1% | -$419.84万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $4,786.04万 | 3.28% | 287,122 | 28,622 | 11.1% | $477.10万 | 加仓 |
| AZZ | AZZ INC | $5,010.24万 | 3.43% | 323,137 | -28,363 | -8.1% | -$439.77万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $5,019.31万 | 3.44% | 87,035 | 23,110 | 36.2% | $1,332.75万 | 加仓 |
| LFUS | LITTELFUSE INC | $5,124.60万 | 3.51% | 112,547 | -8,953 | -7.4% | -$407.66万 | 减仓 |
| ADEA | ADEIA INC | $5,342.41万 | 3.66% | 1,622,353 | -1,132,147 | -41.1% | -$3,728.16万 | 减仓 |
| NGVT | INGEVITY CORP | $5,483.07万 | 3.75% | 734,307 | -9,193 | -1.2% | -$68.64万 | 减仓 |
| MKSI | MKS INC. | $6,274.62万 | 4.30% | 141,066 | -102,330 | -42.0% | -$4,551.64万 | 减仓 |
| MTRN | MATERION CORP | $6,544.60万 | 4.48% | 220,068 | -73,053 | -24.9% | -$2,172.52万 | 减仓 |
| NPO | ENPRO INC | $7,824.80万 | 5.36% | 207,593 | -45,907 | -18.1% | -$1,730.37万 | 减仓 |