Harvey Partners activity
Every position Jeffrey Moskowitz opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
6
Add
16
Reduce
24
Exit
4
50 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| CECO | New | 0% to 1.9% | $28M | Q1→Q2 |
| CTAS | New | 0% to 1.3% | $19M | Q1→Q2 |
| SITE | New | 0% to 1.1% | $16M | Q1→Q2 |
| AIN | New | 0% to 1.1% | $16M | Q1→Q2 |
| FND | New | 0% to 0.63% | $9.2M | Q1→Q2 |
| AADX | New | 0% to 0.51% | $7.5M | Q1→Q2 |
| Thermon Group | Exit | 2.6% to 0% | $33M | Q1→Q2 |
| Great Lakes Dredge & … | Exit | 0.83% to 0% | $10M | Q1→Q2 |
| DNOW | Exit | 0.69% to 0% | $8.7M | Q1→Q2 |
| VRNS | Exit | 0.24% to 0% | $3M | Q1→Q2 |
| Rentokil Initial | Add | 2.4% to 1.9% | +0.9% sh | Q1→Q2 |
| MLM | Add | 3.0% to 3.4% | +36.2% sh | Q1→Q2 |
| SMG | Add | 2.1% to 2.5% | +24.1% sh | Q1→Q2 |
| POOL | Add | 2.2% to 2.6% | +28.9% sh | Q1→Q2 |
| Gentherm | Add | 2.7% to 3.1% | +7.5% sh | Q1→Q2 |
| AWI | Add | 2.6% to 2.3% | +4.6% sh | Q1→Q2 |
| FWONK | Add | 0.84% to 1.1% | +40.9% sh | Q1→Q2 |
| CWST | Add | 1.8% to 2.1% | +10.2% sh | Q1→Q2 |
| FWONA | Add | 0.37% to 0.61% | +70.2% sh | Q1→Q2 |
| BV | Add | 2.8% to 3.0% | +4.8% sh | Q1→Q2 |
| BALL | Add | 2.6% to 2.8% | +16.7% sh | Q1→Q2 |
| Wyndham Hotels & Reso… | Add | 0.78% to 0.91% | +30.2% sh | Q1→Q2 |
| SPY | Add | 0.67% to 0.77% | +15.4% sh | Q1→Q2 |
| ASTE | Add | 2.9% to 2.8% | +0.3% sh | Q1→Q2 |
| WCN | Add | 3.3% to 3.3% | +11.1% sh | Q1→Q2 |
| BCPC | Add | 1.6% to 1.6% | +18.5% sh | Q1→Q2 |
| ADEA | Reduce | 5.3% to 3.7% | −41.1% sh | Q1→Q2 |
| CALX | Reduce | 2.2% to 1.1% | −26.6% sh | Q1→Q2 |
| MTRN | Reduce | 3.4% to 4.5% | −24.9% sh | Q1→Q2 |
| BWXT | Reduce | 4.2% to 3.2% | −4.8% sh | Q1→Q2 |
| CHKP | Reduce | 1.2% to 0.37% | −62.1% sh | Q1→Q2 |
| NOK | Reduce | 1.9% to 1.3% | −50.6% sh | Q1→Q2 |
| Ingevity | Reduce | 4.2% to 3.8% | −1.2% sh | Q1→Q2 |
| VPG | Reduce | 1.4% to 1.8% | −55.8% sh | Q1→Q2 |
| LASR | Reduce | 1.9% to 1.4% | −26.8% sh | Q1→Q2 |
| KN | Reduce | 1.4% to 1.7% | −7.6% sh | Q1→Q2 |
| NPO | Reduce | 5.1% to 5.4% | −18.1% sh | Q1→Q2 |
| NOVT | Reduce | 3.0% to 3.3% | −8.1% sh | Q1→Q2 |
| LFUS | Reduce | 3.3% to 3.5% | −7.4% sh | Q1→Q2 |
| CTS | Reduce | 2.3% to 2.4% | −8.3% sh | Q1→Q2 |
| Ichor | Reduce | 1.7% to 1.6% | −56.1% sh | Q1→Q2 |
| MKSI | Reduce | 4.5% to 4.3% | −42.0% sh | Q1→Q2 |
| MANU | Reduce | 1.6% to 1.8% | −7.0% sh | Q1→Q2 |
| OEC | Reduce | 0.67% to 0.54% | −8.7% sh | Q1→Q2 |
| ULS | Reduce | 2.3% to 2.2% | −6.4% sh | Q1→Q2 |
| AZZ | Reduce | 3.5% to 3.4% | −8.1% sh | Q1→Q2 |
| MTRX | Reduce | 0.83% to 0.76% | −9.9% sh | Q1→Q2 |
| BATRK | Reduce | 2.7% to 2.7% | −6.1% sh | Q1→Q2 |
| PANW | Reduce | 1.2% to 1.1% | −47.3% sh | Q1→Q2 |
| Riskified | Reduce | 1.1% to 1.1% | −6.8% sh | Q1→Q2 |