Titelia

Holdings of Harvey Partners, LLC

38 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 45.9 % of the equity sleeve

Sector breakdown

  • Technology 8.8 %
  • Industrials 4.9 %
  • Materials 3.5 %
  • Unattributed 82.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 94.9 %
  • GB 2.9 %
  • FI 2.2 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US361B $94.92 %
GB130.7M $2.87 %
FI123.7M $2.21 %

Positions

CompanySharesValueWeight
Adeia Inc 2,754,50066.2M $
Enpro Inc 253,50063.5M $
MKS Inc 243,39655.9M $
Ingevity Corp 743,50053M $
BWX Technologies Inc 255,30052.2M $
AZZ Inc 351,50044M $
Materion Corp 293,12142.4M $
Littelfuse Inc 121,50041.2M $
Martin Marietta Materials Inc 63,92537.6M $
Astec Industries Inc 672,20036.2M $
BrightView Holdings Inc 2,938,00034.6M $
Atlanta Braves Holdings Inc 806,00034.4M $
Gentherm Inc 1,233,50034.3M $
Ball Corp 560,00033.1M $
Thermon Group Holdings Inc 646,72832.6M $
Armstrong World Industries Inc 196,00032.3M $
Rentokil Initial PLC 975,50030.7M $
UL Solutions Inc 342,50029.4M $
CTS Corp 594,40028.4M $
Calix Inc 572,50028M $
Pool Corp 135,00027.3M $
Scotts Miracle-Gro Co/The 437,50026.6M $
Nokia Oyj 2,945,50023.7M $
nLight Inc 413,58423.6M $
Casella Waste Systems Inc 281,50022.3M $
Balchem Corp 114,80019.5M $
Vishay Precision Group Inc 401,57117.4M $
Knowles Corp 664,50017.1M $
Palo Alto Networks Inc 91,00014.6M $
Liberty Media Corp-Liberty Formula One 123,50010.5M $
Matrix Service Co 905,00010.4M $
Great Lakes Dredge & Dock Corp 610,00010.4M $
Wyndham Hotels & Resorts Inc 121,0009.8M $
DNOW Inc 730,9438.7M $
State Street SPDR S&P 500 ETF Trust 13,0008.5M $
Liberty Media Corp-Liberty Formula One 60,0004.7M $
Applied Digital Corp 150,0003.6M $
Varonis Systems Inc 140,0003M $