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Latest Nierenberg Investment Management Company, Inc. Stock Portfolio

$201Million | No. of Holdings #44

Nierenberg Investment Management Company, Inc. Performance

2026 Q1-2.91%
YTD-2.91%
2025+31.93%

About Nierenberg Investment Management Company, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Nierenberg Investment Management Company, LLC reported an equity portfolio of $201.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Nierenberg Investment Management Company, LLC are DMXF, EQT, CRTO. The fund has invested 27.5% of it's portfolio in ISHARES TR and 16.9% of portfolio in EQT CORP. <br><br> The fund managers got completely rid off ECOVYST INC (ECVT), SEABOARD CORP DEL (SEB) and VERTIV HOLDINGS CO (VRT) stocks. They significantly reduced their stock positions in OIL STS INTL INC (OIS), BREAD FINANCIAL HOLDINGS INC (BFH) and ROCKET COS INC (RKT). Nierenberg Investment Management Company, LLC opened new stock positions in MAPLEBEAR INC, FIVE9 INC (FIVN) and CROSS CTRY HEALTHCARE INC (CCRN). The fund showed a lot of confidence in some stocks as they added substantially to FORRESTER RESH INC (FORR), KBR INC (KBR) and HOPE BANCORP INC (HOPE).
Nierenberg Investment Management Company, Inc. Equity Portfolio Value
Last Reported on: 13 May, 2026
$201Million
  as of May 13, 2026

Nierenberg Investment Management Company, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Nierenberg Investment Management Company, LLC made a return of -2.91% in the last quarter. In trailing 12 months, it's portfolio return was 23.37%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
maplebear inc10,934,100
five9 inc2,060,240
cross ctry healthcare inc1,358,820
oceanfirst finl corp713,572
dhi group inc237,600
portillos inc177,506
New stocks bought by Nierenberg Investment Management Company, Inc.

Additions

Ticker% Inc.
forrester resh inc1,034
kbr inc424
hope bancorp inc406
ttec hldgs inc360
greenlight capital re ltd84.52
tandem diabetes care inc78.45
lyft inc59.25
techtarget inc48.21
Additions to existing portfolio by Nierenberg Investment Management Company, Inc.

Reductions

Ticker% Reduced
oil sts intl inc-89.64
bread financial holdings inc-78.02
rocket cos inc-67.86
brookdale sr living inc-37.79
arhaus inc-19.6
ishares tr-14.05
Nierenberg Investment Management Company, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ecovyst inc-2,226,320
gulf is fabrication inc-210,133
eventbrite inc-51,420
vertiv holdings co-1,134,070
seaboard corp del-1,271,220
Nierenberg Investment Management Company, Inc. got rid off the above stocks

Sector Distribution

Nierenberg Investment Management Company, LLC has about 33% of it's holdings in Others sector.

  • Others
  • Energy
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Healthcare
  • Real Estate
Sector%
Others33
Energy18.5
Technology12.5
Financial Services12.2
Communication Services9.8
Industrials9
Healthcare3.4
Real Estate1.5

Market Cap. Distribution

Nierenberg Investment Management Company, LLC has about 20.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
  • MICRO-CAP
Category%
UNALLOCATED33
LARGE-CAP20.4
SMALL-CAP19.7
MID-CAP19.3
MICRO-CAP7.6

Stocks belong to which Index?

About 27.7% of the stocks held by Nierenberg Investment Management Company, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others72.3
S&P 50016.9
RUSSELL 200010.8
Top 5 Winners (%)%
WTI
w & t offshore inc
109.2 %
HLX
helix energy solutions grp i
57.7 %
OLPX
olaplex hldgs inc
51.5 %
SCYX
scynexis inc
45.0 %
ADTN
adtran holdings inc
44.8 %
Top 5 Winners ($)$
EQT
eqt corp
5.4 M
RVSB
riverview bancorp inc
1.0 M
BKD
brookdale sr living inc
1.0 M
DHC
diversified healthcare tr
0.8 M
HLX
helix energy solutions grp i
0.5 M
Top 5 Losers (%)%
ARHS
arhaus inc
-35.6 %
CNXC
concentrix corp
-34.2 %
LYFT
lyft inc
-27.1 %
TTGT
techtarget inc
-24.7 %
TTEC
ttec hldgs inc
-21.1 %
Top 5 Losers ($)$
LYFT
lyft inc
-6.4 M
RKT
rocket cos inc
-4.5 M
CRTO
criteo s a
-2.6 M
CNXC
concentrix corp
-0.9 M
KBR
kbr inc
-0.8 M

Nierenberg Investment Management Company, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Nierenberg Investment Management Company, Inc.

Nierenberg Investment Management Company, LLC has 44 stocks in it's portfolio. About 87% of the portfolio is in top 10 stocks. LYFT proved to be the most loss making stock for the portfolio. EQT was the most profitable stock for Nierenberg Investment Management Company, LLC last quarter.

$200.83MTotal Value
49.00Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of Nierenberg Investment Management Company, Inc., last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
DMXF
Ishares Tr

Ishares Tr

DMXF
Nierenberg Investment Management Company, Inc.'s holding in Ishares Tr over time
27.51%550,597
$55.42M
27.51%
decreased 14.05 percentreduced