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Nierenberg Investment Management Company, LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1282683) · Explore on the interactive board

Nierenberg Investment Management Company, LLC disclosed 35 US equity positions worth $201.4m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 11, 2026). Its largest position is SGOV at 23.0% of the reported book, followed by EQT, CRTO. The top ten holdings are 86.1% of the book, and the portfolio behaves like about 9 equal-weight positions. Versus the prior filing it opened 3 new positions, added to 2, reduced 2 and exited 12. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$201.4mreported US equity book
35positions
23.0%largest position
86.1%top 10 weight
9.15effective positions (1/HHI)
2quarters on file since Q1 2026

What does Nierenberg Investment Management Company, LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 3 new, 2 added, 2 reduced, 12 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 SGOV ISHARES TR 23.0%$46.4m461,047 -16% reduced
2 EQT EQT CORP Energy 14.1%$28.4m533,363 0% held
3 CRTO CRITEO S A Communication Services 9.6%$19.2m1,052,787 0% held
4 LYFT LYFT INC Technology 9.4%$18.9m1,295,623 0% held
5 CART MAPLEBEAR INC Consumer Cyclical 6.9%$13.8m291,888 0% held
6 KBR KBR INC Industrials 6.6%$13.3m386,443 0% held
7 RVSB RIVERVIEW BANCORP INC Financial Services 5.5%$11.0m2,032,775 0% held
8 FCN FTI CONSULTING INC Industrials 5.5%$11.0m73,887 655% added
9 RKT ROCKET COS INC Financial Services 3.4%$6.8m429,631 0% held
10 GDOT GREEN DOT CORP Financial Services 2.3%$4.6m339,110 0% held
11 DHC DIVERSIFIED HEALTHCARE TR Real Estate 2.1%$4.2m456,110 0% held
12 BKD BROOKDALE SR LIVING INC Healthcare 2.0%$4.1m255,110 0% held
13 FIVN FIVE9 INC Technology 1.4%$2.9m135,810 0% held
14 TNDM TANDEM DIABETES CARE INC Healthcare 1.2%$2.4m158,910 100% added
15 HAE HAEMONETICS CORP MASS Healthcare 1.0%$2.0m26,280 new
16 GLRE GREENLIGHT CAP RE LTD Financial Services 0.8%$1.7m102,510 0% held
17 REI RING ENERGY INC Energy 0.8%$1.5m1,399,555 new
18 CNXC CONCENTRIX CORP Technology 0.7%$1.4m64,480 0% held
19 EXE EXPAND ENERGY CORPORATION Energy 0.7%$1.4m15,555 0% held
20 FORR FORRESTER RESH INC Industrials 0.5%$1.1m131,110 0% held
21 HOS HELIX ENERGY SOLUTIONS GRP I 0.5%$1.1m124,450 0% held
22 DXC DXC TECHNOLOGY CO Technology 0.5%$907.2k102,510 0% held
23 OSK OSHKOSH CORP Industrials 0.4%$882.5k5,750 0% held
24 TTEC TTEC HLDGS INC Technology 0.2%$495.8k255,555 0% held
25 TTGT TECHTARGET INC Technology 0.2%$492.9k136,910 -33% reduced
26 FLR FLUOR CORP Industrials 0.2%$343.4k6,555 0% held
27 DHX DHI GROUP INC Technology 0.2%$313.7k84,555 0% held
28 OSUR ORASURE TECHNOLOGIES INC Healthcare 0.1%$247.8k55,555 0% held
29 ARHS ARHAUS INC Consumer Cyclical 0.1%$103.7k12,310 0% held
30 OIS OIL STS INTL INC Energy 0.0%$92.6k11,555 0% held
31 TALK TALKSPACE INC Healthcare 0.0%$60.1k11,555 0% held
32 NNBR NN INC 0.0%$48.7k13,555 0% held
33 CTMX CYTOMX THERAPEUTICS INC. Healthcare 0.0%$47.1k12,555 0% held
34 WTI W & T OFFSHORE INC Energy 0.0%$42.7k13,555 0% held
35 CNDT CONDUENT INC Technology 0.0%$25.6k17,555 new

What did Nierenberg Investment Management Company, LLC sell? Positions exited since the previous filing

StockPrior weightPrior value
CROSS CTRY HEALTHCARE INC25.4%$1.4m
ADTN ADTRAN HOLDINGS INC21.9%$1.2m
OCFC OCEANFIRST FINL CORP13.4%$713.6k
HOPE HOPE BANCORP INC13.3%$709.9k
CLFD CLEARFIELD INC8.2%$437.0k
PLAB PHOTRONICS INC4.8%$255.8k
BFH BREAD FINANCIAL HOLDINGS INC4.7%$253.1k
PTLO PORTILLOS INC3.3%$177.5k
WNC WABASH NATL CORP2.0%$108.2k
SCYX SCYNEXIS INC1.3%$69.3k
ACH ACCENDRA HEALTH INC1.2%$62.8k
OLAPLEX HLDGS INC0.5%$25.5k

Sector mix

SectorWeight
Energy15.6%
Industrials13.2%
Technology12.7%
Financial Services11.9%
Communication Services9.6%
Consumer Cyclical6.9%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202635$201.4m
Q1 202644$200.8m

How concentrated is Nierenberg Investment Management Company, LLC's portfolio?

Across every quarter Nierenberg Investment Management Company, LLC has filed, its median largest position is 25.3% of the book and its median top-ten weight is 86.7%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 12.0 completed holding spells, the median lasted 1.0 quarters; 35.0 positions are still open and their final length is unknown.