Nierenberg Investment Management Company, LLC
Nierenberg Investment Management Company, LLC reported 35 holdings worth US$201M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Nierenberg Investment Management Company, LLC reported 35 holdings worth US$201M as of Jun 30, 2026. Largest: Eqt Corporation, Lyft, Inc. and Maplebear Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 35
- Value as reported
- US$201M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Eqt Corporation | 533K | US$28.4M | 14.1% |
| Lyft, Inc. | 1.3M | US$18.9M | 9.4% |
| Maplebear Inc. | 292K | US$13.8M | 6.9% |
| Kbr, Inc. | 386K | US$13.3M | 6.6% |
| Riverview Bancorp Inc | 2.03M | US$11M | 5.5% |
| Fti Consulting, Inc. | 73,887 | US$11M | 5.5% |
| Rocket Companies, Inc. | 430K | US$6.77M | 3.4% |
| Green Dot Corporation | 339K | US$4.58M | 2.3% |
| Diversified Healthcare Trust | 456K | US$4.24M | 2.1% |
| Brookdale Senior Living Inc. | 255K | US$4.1M | 2.0% |
| Five9, Inc. | 136K | US$2.9M | 1.4% |
| Tandem Diabetes Care, Inc. | 159K | US$2.4M | 1.2% |
| Haemonetics Corporation | 26,280 | US$1.97M | 0.98% |
| Greenlight Reinsurance, Ltd. | 103K | US$1.66M | 0.82% |
| Ring Energy, Inc. | 1.4M | US$1.51M | 0.75% |
| Concentrix Corporation | 64,480 | US$1.44M | 0.72% |
| Expand Energy Corporation | 15,555 | US$1.42M | 0.70% |
| Forrester Research, Inc. | 131K | US$1.1M | 0.55% |
| Helix Energy Solutions Group, Inc. | 124K | US$1.09M | 0.54% |
| Dxc Technology Company | 103K | US$907K | 0.45% |
| Oshkosh Corporation (holding Company) | 5,750 | US$883K | 0.44% |
| Ttec Holdings, Inc. | 256K | US$496K | 0.25% |
| Techtarget, Inc. | 137K | US$493K | 0.24% |
| Fluor Corporation | 6,555 | US$343K | 0.17% |
| Dhi Group, Inc. | 84,555 | US$314K | 0.16% |
| Orasure Technologies, Inc. | 55,555 | US$248K | 0.12% |
| Arhaus, Inc. | 12,310 | US$104K | 0.05% |
| Oil States International, Inc. | 11,555 | US$92,556 | 0.05% |
| Talkspace, Inc. | 11,555 | US$60,086 | 0.03% |
| Nn, Inc. | 13,555 | US$48,662 | 0.02% |
| Cytomx Therapeutics, Inc. | 12,555 | US$47,081 | 0.02% |
| W&t Offshore, Inc. | 13,555 | US$42,698 | 0.02% |
| Conduent Incorporated | 17,555 | US$25,630 | 0.01% |
| Olaplex Holdings, Inc. | 0 | US$0 | 0.00% |
| Photronics, Inc. | 0 | US$0 | 0.00% |
| Portillo's Inc. | 0 | US$0 | 0.00% |
| Scynexis, Inc. | 0 | US$0 | 0.00% |
| Wabash National Corporation | 0 | US$0 | 0.00% |
| Accendra Health, Inc. | 0 | US$0 | 0.00% |
| Adtran Holdings, Inc. | 0 | US$0 | 0.00% |
| Bread Financial Holdings, Inc. | 0 | US$0 | 0.00% |
| Clearfield, Inc. | 0 | US$0 | 0.00% |
| Cross Country Healthcare, Inc. | 0 | US$0 | 0.00% |
| Hope Bancorp, Inc. | 0 | US$0 | 0.00% |
| Oceanfirst Financial Corp. | 0 | US$0 | 0.00% |
Source
View original at SEC
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