0001214659-24-002850.txt : 20240214 0001214659-24-002850.hdr.sgml : 20240214 20240214160012 ACCESSION NUMBER: 0001214659-24-002850 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Harvey Partners, LLC CENTRAL INDEX KEY: 0001406484 ORGANIZATION NAME: IRS NUMBER: 203760303 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12901 FILM NUMBER: 24637285 BUSINESS ADDRESS: STREET 1: 120 WHITE PLAINS ROAD STREET 2: SUITE 430 CITY: TARRYTOWN STATE: NY ZIP: 10591 BUSINESS PHONE: (212) 389-8760 MAIL ADDRESS: STREET 1: 120 WHITE PLAINS ROAD STREET 2: SUITE 430 CITY: TARRYTOWN STATE: NY ZIP: 10591 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001406484 XXXXXXXX 12-31-2023 12-31-2023 false Harvey Partners, LLC

120 White Plains Road Suite 430 Tarrytown NY 10591

13F HOLDINGS REPORT 028-12901 000160681 801-73395 N Jeffrey Moskowitz 212-782-3737 /s/ Jeffrey Moskowitz New York NY 02-14-2024 0 43 880400429 INFORMATION TABLE 2 infotable.xml ADEIA INC COM 00676P107 42002100 3390000 SH SOLE 3390000 0 0 ANALOG DEVICES INC COM 032654105 1254502 6318 SH SOLE 6318 0 0 APPLIED DIGITAL CORP COM NEW 038169207 2645450 392500 SH SOLE 392500 0 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 23596800 240000 SH SOLE 240000 0 0 ASPEN AEROGELS INC COM 04523Y105 4773450 302500 SH SOLE 302500 0 0 ATLANTA BRAVES HLDGS INC COM SER C 047726302 6451540 163000 SH SOLE 163000 0 0 AZZ INC COM 002474104 41737665 718500 SH SOLE 718500 0 0 BWX TECHNOLOGIES INC COM 05605H100 33991390 443000 SH SOLE 443000 0 0 CHART INDS INC COM 16115Q308 30537920 224000 SH SOLE 224000 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 14209470 93000 SH SOLE 93000 0 0 COMPASS MINERALS INTL INC COM 20451N101 21015600 830000 SH SOLE 830000 0 0 COPART INC COM 217204106 24083500 491500 SH SOLE 491500 0 0 CROWN HLDGS INC COM 228368106 24772210 269000 SH SOLE 269000 0 0 CTS CORP COM 126501105 18698850 427500 SH SOLE 427500 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 7831038 35750 SH SOLE 35750 0 0 DRIL-QUIP INC COM 262037104 2792400 120000 SH SOLE 120000 0 0 ENPRO INC COM 29355X107 36206940 231000 SH SOLE 231000 0 0 EVENTBRITE INC COM CL A 29975E109 18392000 2200000 SH SOLE 2200000 0 0 EVERBRIDGE INC COM 29978A104 15072200 620000 SH SOLE 620000 0 0 FARO TECHNOLOGIES INC COM 311642102 2185410 97000 SH SOLE 97000 0 0 FOX FACTORY HLDG CORP COM 35138V102 4892300 72500 SH SOLE 72500 0 0 GREAT LAKES DREDGE & DOCK CO COM 390607109 26257920 3419000 SH SOLE 3419000 0 0 HARVARD BIOSCIENCE INC COM 416906105 13682625 2557500 SH SOLE 2557500 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 43230060 166500 SH SOLE 166500 0 0 MANCHESTER UTD PLC NEW ORD CL A G5784H106 3566500 175000 SH SOLE 175000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 19956400 40000 SH SOLE 40000 0 0 MATRIX SVC CO COM 576853105 13960950 1427500 SH SOLE 1427500 0 0 MKS INSTRS INC COM 55306N104 15379065 149500 SH SOLE 149500 0 0 MRC GLOBAL INC COM 55345K103 16515000 1500000 SH SOLE 1500000 0 0 NLIGHT INC COM 65487K100 11002500 815000 SH SOLE 815000 0 0 ORION S.A. COM L72967109 44922600 1620000 SH SOLE 1620000 0 0 REGAL REXNORD CORPORATION COM 758750103 3166740 21394 SH SOLE 21394 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 23463719 820123 SH SOLE 820123 0 0 RISKIFIED LTD SHS CL A M8216R109 12168000 2600000 SH SOLE 2600000 0 0 SEALED AIR CORP NEW COM 81211K100 23190200 635000 SH SOLE 635000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 23765500 50000 SH Put SOLE 50000 0 0 STERICYCLE INC COM 858912108 20319600 410000 SH SOLE 410000 0 0 SUMMIT MATLS INC CL A 86614U100 24614400 640000 SH SOLE 640000 0 0 THERMON GROUP HLDGS INC COM 88362T103 48366450 1485000 SH SOLE 1485000 0 0 VARONIS SYS INC COM 922280102 46457280 1026000 SH SOLE 1026000 0 0 VIMEO INC COMMON STOCK 92719V100 13720000 3500000 SH SOLE 3500000 0 0 VISHAY PRECISION GROUP INC COM 92835K103 19130305 561500 SH SOLE 561500 0 0 WASTE CONNECTIONS INC COM 94106B101 36421880 244000 SH SOLE 244000 0 0