Equal-WT
WhaleScore 2.0
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Harvey Partners is based out of Tarrytown. Harvey Partners is a hedge fund with 7 clients and discretionary assets under management (AUM) of $978,704,000 (Form ADV from 2024-03-20). Their last reported 13F filing for Q4 2024 included $900,406,033 in managed 13F securities
and a top 10 holdings concentration of 45.36%. Harvey Partners's largest holding is AZZ Inc with shares held of 681,000. Whalewisdom has at least 77 13F filings, 4 13D filings, and 50 13G filings
Business Description
Harvey Partners, LLC ("Harvey") is a Delaware limited liability company formed in January 2006. The firm provides investment management services to Harvey SMidCap Fund, LP, Harvey QP, LP, Harvey SMidCap Offshore Fund, Ltd., and Harvey Master Fund, LP (collectively, the “Funds”).
Harvey provides advice to the Funds based on specific investment objectives and strategies and does not tailor advisory services to the individual needs of individual investors.
Investment Strategy
Harvey Partners LLC employs a fundamentally driven, value-oriented long/short equity strategy, primarily focused on U.S. markets. They invest in stocks, options, ETFs, and swaps, targeting small and mid-cap stocks with market caps between U.S. $250 million and $5 billion. Their approach combines active money management with innovative fundamental research, aiming for superior absolute and relative returns by capitalizing on stock market inefficiencies. They identify companies with identifiable catalysts on both the long and short sides, using trade shows, proprietary screens, and newsworthy events to generate investment ideas.
The firm augments fundamental positions with trading skills and agility, adding to positions during market volatility and decreasing them as shares approach price targets. They actively manage position sizes to optimize price and entry points. The maximum investment in longs is approximately 8% of capital at cost (12% at market), while the maximum in shorts is approximately 3% at cost (4% at market). The target net exposure is -20% to +60%, and the target gross exposure is 100% to 140%, with position targets of 25-35 long positions and 20-30 short positions.
Owners
- MOSKOWITZ, JEFFREY, CRAIG - MANAGING MEMBER
- SCHWARTZ, JAMES, ALLEN - MANAGING MEMBER
- CIMINI, ANTHONY, FELIX - CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
Name | % Change |
---|---|
CALX Calix Inc | 1.65% |
DY Dycom Industries Inc | 1.64% |
THRM Gentherm Inc | 1.55% |
SPY SPDR S&P 500 ETF TRU (PUT) | 1.48% |
ENTG Entegris Inc | 1.33% |

2024-12-31
Top Sells (13F)
Name | % Change |
---|---|
HII Huntington Ingalls I | 3.25% |
MCHP Microchip Technology | 2.34% |
SPB Spectrum Brands Hold | 2.26% |
VRNS Varonis Systems Inc | 1.27% |
GTLS Chart Industries Inc | 1.15% |

2024-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AZZ AZZ Inc | 6.2% |
WCN Waste Connections In | 5.22% |
ADEA Adeia Inc | 4.84% |
GLDD Great Lakes Dredge & | 4.64% |
RTO Rentokil Initial Plc | 4.58% |

2024-12-31
13F Activity
Market Value | $0.90b, Prior: $0.88b |
Inflows (Outflows) as % of Total MV | +0.0237% |
New Purchases | 6 stocks |
Added To | 25 stocks |
Sold out of | 7 stocks |
Reduced holdings in | 9 stocks |
Top 10 Holdings % | 45.36% |
Turnover %[1] | 26.53% |
Turnover Alt %[2] | 13.35% |
Time Held Top 20 | 6.5 quarters |
Time Held Top 10 | 3.7 quarters |
Time Held All | 10.26 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-12-31
13F Sector Allocation Over Time
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2024-12-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31