SC 13G/A: MATRIX SERVICE CO

AI Summary

SC 13G/A filing by MATRIX SERVICE CO.

Risk Assessment

Risk Level: low

Key Financial Figures

• $0.01 — me of Issuer) COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securiti

Filing Documents

• formsc13ga.htm (SC 13G/A) — 66KB
• 0001493152-24-006633.txt ( ) — 68KB

From the Filing

SC 13G/A 1 formsc13ga.htm UNITED SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Matrix Service Company (Name of Issuer) COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 576853105 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule 13G is filed: Rule 13d-1(b) Rule 13d-1(c) Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the prior cover page. The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“ Act ”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. 576853105 (1) Names of Reporting Persons Harvey Partners, LLC (2) Check the Appropriate Box if a Member of a Group (a) (b) (3) SEC Use Only (4) Citizenship or Place of Organization Delaware, United States Number of Shares Beneficially Owned By Each Reporting Person With (5) Sole Voting Power: 1,427,500* (6) Shared Voting Power: 0* (7) Sole Dispositive Power: 1,427,500* (8) Shared Dispositive Power: 0* (9) Aggregate Amount Beneficially Owned by Each Reporting Person 1,427,500* (10) Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions): (11) Percent of Class Represented by Amount in Row (9) 5.2%* (12) Type of Reporting Person IA * See Item 4 for additional information. Item 1(a). Name Of Issuer: Matrix Service Company (the “Company”) Item 1(b). Address of Issuer’s Principal Executive Offices: 15 East 5th Street Suite 1100 Tulsa, Oklahoma 74135 Item 2(a). Name of Person Filing: This report on Schedule 13G is being filed by Harvey Partners, LLC, a Delaware limited liability company (the “Reporting Person”). Item 2(b). Address of Principal Business Office or, if None, Residence: 120 White Plains Road Suite 430 Tarrytown, NY 10591 Item 2(c). Citizenship: Harvey Partners, LLC, a Delaware limited liability company. Item 2(d). Title of Class of Securities: Common Stock, par value $0.01 per share (the “Common Stock”). Item 2(e). CUSIP No.: 576853105 Item 3. If This Statement Is Filed Pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the Person Filing is a: (a) Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o); (b) Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c); (c) Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c); (d) Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C 80a–8); (e) An investment adviser in accordance with § 240.13d–1(b)(1)(ii)(E); (f) An employee benefit plan or endowment fund in accordance with § 240.13d–1(b)(1)(ii)(F); (g) A parent holding company or control person in accordance with § 240.13d–1(b)(1)(ii)(G); (h) A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a–3); (j) A non-U.S. institution in accordance with § 240.13d–1(b)(1)(ii)(J); (k) Group, in accordance with § 240.13d–1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with § 240.13d–1(b)(1)(ii)(J), please specify the type of institution: _______ Item 4. Ownership: (a) Amount Beneficially Owned: 1,427,500* (b) Percent of Class: 5.2% * (c) Number of Shares as to which such person has: (i) sole power to vote or to direct the vote: 1,427,500* (ii) shared power to vote or to direct the vote: 0* (iii) sole power to dispose or to direct the disposition of: 1,427,500* (iv) shared power to dispose or to direct the disposition of: 0* *Based on the information set forth in the Quarterly Report on Form 10-Q of the Company filed with the Securities and Exchange Commission on November 9, 2023, there were 27,213,702 shares of the Company’s Common Stock outstanding as of November 8, 2023. As of December 31, 2023, Harvey SMidCap Fund, LP, a Delaware limited partnership (“SMidCap Fund”), held 155,949 shares of Common Stock and Harvey Master Fund, L.P., a Cayman Islands exempted limited partnership (“Master Fund”), held 101,979 shares of Common Stock. The Reporting Person is the investment manager of SMidCap Fund and Master Fund, and as such, possesses

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