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| Harvey Partners LLC
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|---|---|
| CRD # | 160681 |
| SEC # | 801-73395 |
| CIK # | 0000140648, 0001406484 |
| AUM | $978.7 MM (2024-03-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 212-782-3740 |
| Address | 120 White Plains Road Tarrytown, NY 10591 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AZZ | 1,019.2 | 50.5 | |
| WCN | 31,276.4 | 37.7 | |
| BWXT | 4,846.0 | 36.6 | |
| HII | 8,697.4 | 35.3 | |
| OEC | 918.2 | 34.0 | |
| ADEA | 32.3 | ||
| NPO | 1,731.4 | 30.4 | |
| VRNS | 3,387.9 | 29.3 | |
| GLDD | 881.3 | 29.2 | |
| CPRT | 25,870.7 | 28.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Harvey Master Fund LP | 2014-03-10 | 53.1 | |
| HF | Harvey QP LP | [2012-02-13] | 147.3 | 33.8 |
| HF | Harvey Smidcap Fund LP | 2012-02-13 | 79.5 | |
| HF | Harvey Smidcap Offshore Fund Ltd | 2012-02-13 | 6.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 132.6 |
| (g) Pension and profit sharing plans | 3 | 846.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 978.7 |
| By Discretionary | ||
| Discretionary | 7 | 978.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 978.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 53.1 | |
| United States Persons | 925.6 | |
| Total | 7 | 978.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| James Schwartz | 7 | ||
| Jeffrey Moskowitz | 5 | ||
| Harvey Partners LLC | 3 | ||
| Katal Partners LLC | 2 | ||
| James Scwartz | 1 | ||
| Greg Sawicki | 1 | ||
| NA Katal Partners LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001406484] | |
| SC 13G | [0001406484] |
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