Fund HoldingsNierenberg Investment Management Company, Inc.

Total Portfolio Value
$179.55M
Total Bought
$11.10M
Total Sold
$4.23M
Net Transaction
+$6.87M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EASTERN BANKSHARES INC(EBC)46,088446,088+400,0006546,1473.42%+5,493
POTBELLY CORP2,829,8602,829,860029,48734,27019.09%+4,782
KBR INC(KBR)30,61050,710+20,1001,6963,2281.80%+1,532
FLUOR CORP NEW(FLR)434,488433,588-90017,01918,33210.21%+1,313
MR COOPER GROUP INC632,854541,514-91,34041,21142,21123.51%+1,000
INTERNATIONAL SEAWAYS INC(INSW)8,48023,480+15,0003861,2490.70%+863
FIRST HORIZON CORPORATION(FHN)12,55562,555+50,0001789630.54%+786
ECOVYST INC(ECVT)138,610182,610+44,0001,3542,0361.13%+682
TUTOR PERINI CORP(TPC)102,610102,61009341,4840.83%+550
GULF IS FABRICATION INC88,555111,555+23,0003838200.46%+436
PREMIER INC56,61077,010+20,4001,2661,7020.95%+436
ARHAUS INC(ARHS)59,31059,31007039130.51%+210
SOUTHWESTERN ENERGY CO199,555199,55501,3071,5130.84%+206
CLEARFIELD INC55,55557,510+1,9551,6161,7740.99%+158
INTERNATIONAL SEAWAYS INC(INSW)(Call)17,10017,1000778910+132
SONOS INC(SONO)67,55567,55501,1581,2880.72%+130
SUPERIOR INDS INTL INC230,110297,097+66,9877368620.48%+125
DZS INC55,555172,555+117,0001092280.13%+118
RANGE RES CORP(RRC)29,55529,55509001,0180.57%+118
BREAD FINANCIAL HOLDINGS INC(Call)26,00026,0000856968+112
MATRIX SVC CO122,55599,555-23,0001,1991,2970.72%+99
BREAD FINANCIAL HOLDINGS INC21,21021,21006997900.44%+91
SMART SAND INC177,555222,555+45,0003434250.24%+82
ORION GROUP HLDGS INC22,55522,55501111850.10%+74
HELIX ENERGY SOLUTIONS GRP I(HLX)122,555122,55501,2601,3280.74%+69
FIRST HORIZON CORPORATION(FHN)(Call)50,00050,0000708770+62
BROOKDALE SR LIVING INC(BKD)77,55577,55504515130.29%+61
COMMUNITY HEALTH SYS INC NEW(Call)120,000120,0000376420+44
ENZO BIOCHEM INC11,55511,555016150.01%-1
W & T OFFSHORE INC13,55513,555044360.02%-8
ALLEGIANT TRAVEL CO(ALGT)(Call)4,0004,0000330301-30
SUPERIOR INDS INTL INC(Call)111,000111,0000355322-33
SP PLUS CORP39,01037,555-1,4551,9991,9611.09%-38
DANA INC(DAN)21,35021,35003122710.15%-41
HELEN OF TROY LTD13,08013,08001,5801,5070.84%-73
EQT CORP(EQT)(Call)116,000116,00004,4854,300-184
FLOTEK INDS INC DEL(FTK)1,247,6371,247,63704,8914,6662.60%-225
PREMIER INC(Call)20,00010,000-10,000447221-226
APPLOVIN CORP(APP)19,5557,555-12,0007795230.29%-256
COMMSCOPE HLDG CO INC(VISN)(Call)220,000220,0000620288-332
EQT CORP(EQT)476,693486,693+10,00018,42918,04210.05%-387
BUILD-A-BEAR WORKSHOP INC(BBW)17,1100-17,1103930-393
DIVERSIFIED HEALTHCARE TR(DHC)467,110467,11001,7471,1490.64%-598
CONCENTRIX CORP(CNXC)19,91019,91001,9551,3180.73%-637
FIRST FNDTN INC
COM
93,5550-93,5559060-906
CANTALOUPE INC2,641,6582,641,658019,57516,9869.46%-2,589
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