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Harvey Partners Jeffrey Moskowitz

Tarrytown, NY 19 processed 13Fs on this site, 2021 Q4 to 2026 Q2

  • $1.5B
  • 47 holdings
  • 2026 Q2
  • +16.1% QoQ
  • Top 5 21.6%

Jeffrey Moskowitz's biggest moves in 2026 Q2 were opening Ceco Environmental and Cintas, adding to Rentokil Initial and Martin Marietta Materials, trimming Adeia and Calix, and selling out of Thermon Group and Great Lakes Dredge & Dock.

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 47 holdings

Top 5 21.6%, top 10 38.5%

  1. NPO, Enpro 5.4%
  2. MTRN, Materion 4.5%
  3. MKSI, MKS 4.3%
  4. Ingevity 3.7%
  5. ADEA, Adeia 3.7%
  6. LFUS, Littelfuse 3.5%
  7. MLM, Martin Marietta Materials 3.4%
  8. AZZ 3.4%
  9. WCN, Waste Connections 3.3%
  10. NOVT, Novanta 3.3%
  11. BWXT, BWX Technologies 3.2%
  12. Gentherm 3.1%
  13. Other 55.2%

AUM over time

2026 Q2 $1.5B +16.1% QoQ
2021 Q4: $246M 2021 Q4: $246M
Q4 2021
2022 Q1: $406M, +65.0% QoQ 2022 Q1: $406M, +65.0% QoQ
Q1 2022
2022 Q2: $455M, +12.1% QoQ 2022 Q2: $455M, +12.1% QoQ
Q2
2022 Q3: $683M, +50.1% QoQ 2022 Q3: $683M, +50.1% QoQ
Q3
2022 Q4: $787M, +15.2% QoQ 2022 Q4: $787M, +15.2% QoQ
Q4
2023 Q1: $808M, +2.7% QoQ 2023 Q1: $808M, +2.7% QoQ
Q1 2023
2023 Q2: $818M, +1.2% QoQ 2023 Q2: $818M, +1.2% QoQ
Q2
2023 Q3: $789M, −3.5% QoQ 2023 Q3: $789M, −3.5% QoQ
Q3
2023 Q4: $880M, +11.5% QoQ 2023 Q4: $880M, +11.5% QoQ
Q4
2024 Q2: $832M, −5.5% QoQ 2024 Q2: $832M, −5.5% QoQ
Q2 2024
2024 Q3: $878M, +5.5% QoQ 2024 Q3: $878M, +5.5% QoQ
Q3
2024 Q4: $900M, +2.5% QoQ 2024 Q4: $900M, +2.5% QoQ
Q4
2025 Q1: $857M, −4.8% QoQ 2025 Q1: $857M, −4.8% QoQ
Q1 2025
2025 Q2: $1B, +19.0% QoQ 2025 Q2: $1B, +19.0% QoQ
Q2
2025 Q3: $1.1B, +10.3% QoQ 2025 Q3: $1.1B, +10.3% QoQ
Q3
2025 Q4: $1.1B, +0.4% QoQ 2025 Q4: $1.1B, +0.4% QoQ
Q4
2026 Q1: $1.3B, +11.3% QoQ 2026 Q1: $1.3B, +11.3% QoQ
Q1 2026
2026 Q2: $1.5B, +16.1% QoQ 2026 Q2: $1.5B, +16.1% QoQ
Q2

Latest book

2026 Q2 2026 Q1, filed 14 Aug, long equity only

Download CSV Download Excel All activity
NPO, Enpro 5.36% Reduce −18.1% 207,593 $376.93 $78M −45,907 +$15M
MTRN, Materion 4.48% Reduce −24.9% 220,068 $297.39 $65M −73,053 +$23M
MKSI, MKS 4.30%, was 4.45% Reduce −42.0% 141,066 $444.80 $63M −102,330 +$6.8M
Ingevity 3.75%, was 4.21% Reduce −1.2% 734,307 $74.67 $55M −9,193 +$1.9M
ADEA, Adeia 3.66%, was 5.27% Reduce −41.1% 1,622,353 $32.93 $53M −1,132,147 −$13M
LFUS, Littelfuse 3.51% Reduce −7.4% 112,547 $455.33 $51M −8,953 +$10M
MLM, Martin Marietta Materials 3.44%, was 2.99% Add +36.2% 87,035 $576.70 $50M +23,110 +$13M
AZZ 3.43%, was 3.50% Reduce −8.1% 323,137 $155.05 $50M −28,363 +$6.1M
WCN, Waste Connections 3.28% Add +11.1% 287,122 $166.69 $48M +28,622 +$5.9M
NOVT, Novanta 3.27% Reduce −8.1% 294,122 $162.24 $48M −25,878 +$9.9M
BWXT, BWX Technologies 3.24%, was 4.15% Reduce −4.8% 243,107 $194.65 $47M −12,193 −$4.9M
Gentherm 3.10%, was 2.73% Add +7.5% 1,326,075 $34.11 $45M +92,575 +$11M
BV, Brightview 2.99%, was 2.76% Add +4.8% 3,078,797 $14.17 $44M +140,797 +$9M
ASTE, Astec Industries 2.82% Add +0.3% 674,000 $61.19 $41M +1,800 +$5.1M
BALL, BALL Corp 2.79%, was 2.63% Add +16.7% 653,286 $62.40 $41M +93,286 +$7.7M
BATRK, Atlanta Braves 2.69%, was 2.74% Reduce −6.1% 756,832 $51.90 $39M −49,168 +$4.9M
POOL, Pool Corporation 2.56%, was 2.17% Add +28.9% 174,074 $214.90 $37M +39,074 +$10M
SMG, Scotts Miracle-Gro 2.53%, was 2.12% Add +24.1% 542,727 $68.11 $37M +105,227 +$10M
CTS 2.43% Reduce −8.3% 545,231 $65.19 $36M −49,169 +$7.2M
AWI 2.25% Add +4.6% 205,087 $160.42 $33M +9,087 +$599K
ULS, Ul Solutions 2.24%, was 2.34% Reduce −6.4% 320,656 $101.86 $33M −21,844 +$3.3M
CWST, Casella Waste Systems 2.06%, was 1.78% Add +10.2% 310,131 $96.97 $30M +28,631 +$7.7M
CECO, Ceco Environmental 1.93% New 311,132 $90.74 $28M +311,132 +$28M
Rentokil Initial 1.93% Add +0.9% 983,956 $28.61 $28M +8,456 −$2.6M
VPG, Vishay Precision Group 1.82% Reduce −55.8% 177,659 $149.91 $27M −223,912 +$9.2M
MANU, Manchester United 1.77% Reduce −7.0% 1,127,547 $22.93 $26M −84,953 +$5.5M
KN, Knowles 1.74% Reduce −7.6% 613,805 $41.48 $25M −50,695 +$8.4M
Ichor 1.58%, was 1.74% Reduce −56.1% 205,874 $112.28 $23M −263,305 +$1.2M
BCPC, Balchem 1.57%, was 1.55% Add +18.5% 136,057 $168.95 $23M +21,257 +$3.5M
LASR, Nlight 1.44%, was 1.88% Reduce −26.8% 302,711 $69.62 $21M −110,873 −$2.5M
NOK, Nokia 1.32%, was 1.88% Reduce −50.6% 1,454,626 $13.28 $19M −1,490,874 −$4.4M
CTAS, Cintas 1.30% New 111,547 $170.08 $19M +111,547 +$19M
FWONK, Liberty Media 1.13%, was 0.84% Add +40.9% 174,000 $95.14 $17M +50,500 +$6.1M
SITE, Siteone Landscape Supply 1.13% New 144,059 $114.41 $16M +144,059 +$16M
PANW, Palo Alto Networks 1.12%, was 1.16% Reduce −47.3% 48,000 $341.02 $16M −43,000 +$1.8M
AIN, Albany International 1.11% New 218,090 $74.50 $16M +218,090 +$16M
Riskified 1.09% Reduce −6.8% 3,165,547 $5.04 $16M −230,453 +$2.6M
CALX, Calix 1.07%, was 2.23% Reduce −26.6% 420,500 $37.32 $16M −152,000 −$12M
Wyndham Hotels & Resorts 0.91%, was 0.78% Add +30.2% 157,567 $84.21 $13M +36,567 +$3.4M
SPY, SPDR S&P 500 ETF Trust 0.77%, was 0.67% Add +15.4% 15,000 $746.77 $11M +2,000 +$2.7M
MTRX, Matrix Service 0.76%, was 0.83% Reduce −9.9% 815,023 $13.70 $11M −89,977 +$776K
FND, Floor & Decor 0.63% New 155,566 $59.36 $9.2M +155,566 +$9.2M
FWONA, Liberty Media 0.61%, was 0.37% Add +70.2% 102,119 $87.54 $8.9M +42,119 +$4.3M
OEC, Orion 0.54%, was 0.67% Reduce −8.7% 1,190,579 $6.63 $7.9M −113,421 −$582K
AADX, Applied Aerospace & Defense 0.51% New 329,178 $22.78 $7.5M +329,178 +$7.5M
APLD, Applied Digital 0.38% Hold 150,000 $37.30 $5.6M — —
CHKP, Check Point 0.37%, was 1.24% Reduce −62.1% 41,500 $131.43 $5.5M −68,000 −$10M

Exits / last held

Gone since 2026 Q1, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Thermon Group 2.59% Exit 0 $50.40 $33M −646,728 −$33M
Great Lakes Dredge & Dock 0.83% Exit 0 $17.00 $10M −610,000 −$10M
DNOW, DNOW Inc 0.69% Exit 0 $11.91 $8.7M −730,943 −$8.7M
VRNS, Varonis Systems 0.24% Exit 0 $21.47 $3M −140,000 −$3M

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

18 periods, with AUM normalized

Newest 13Fs
Period Holds AUM QoQ Form Filed Filing ID
empty — — 13F-HR 5/15/2024 000121465924009326
2026 Q2 48 $1.5B +16.1% 13F-HR 8/14/2026 000121465926010396
2026 Q1 47 $1.3B +11.3% 13F-HR 5/15/2026 000121465926006431
2025 Q4 44 $1.1B +0.4% 13F-HR 2/17/2026 000121465926001996
2025 Q3 46 $1.1B +10.3% 13F-HR 11/14/2025 000121465925016663
2025 Q2 42 $1B +19.0% 13F-HR 8/14/2025 000121465925012245
2025 Q1 42 $857M −4.8% 13F-HR 5/15/2025 000121465925007852
2024 Q4 42 $900M +2.5% 13F-HR 2/14/2025 000121465925002810
2024 Q3 43 $878M +5.5% 13F-HR 11/14/2024 000121465924019173
2024 Q2 41 $832M −5.5% 13F-HR 8/14/2024 000121465924014701
2023 Q4 43 $880M +11.5% 13F-HR 2/14/2024 000121465924002850
2023 Q3 42 $789M −3.5% 13F-HR 11/14/2023 000121465923015099
2023 Q2 41 $818M +1.2% 13F-HR 8/14/2023 000149315223028650
2023 Q1 39 $808M +2.7% 13F-HR 5/15/2023 000149315223017521
2022 Q4 38 $787M +15.2% 13F-HR 2/14/2023 000149315223004857
2022 Q3 34 $683M +50.1% 13F-HR 11/14/2022 000149315222031991
2022 Q2 33 $455M +12.1% 13F-HR 8/15/2022 000149315222022889
2022 Q1 35 $406M +65.0% 13F-HR 5/16/2022 000149315222013866
2021 Q4 33 $246M — 13F-HR 2/14/2022 000090571822000321

About

Harvey Partners

19 processed 13Fs on this site, 2021 Q4 to 2026 Q2

Entity
Harvey Partners
Notable person
Jeffrey Moskowitz
SEC filing name
Harvey Partners, LLC
Location
Tarrytown, NY
All SEC filings
View on sec.gov

Further reading

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  • The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
  • One Up On Wall Street (Lynch), Peter Lynch View on Amazon

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