Fund HoldingsNierenberg Investment Management Company, Inc.

Total Portfolio Value
$183.24M
Total Bought
$31.54M
Total Sold
$43.38M
Net Transaction
-$11.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CRITEO S A(CRTO)0266,498+266,49809,4375.15%+9,437
MR COOPER GROUP INC363,004337,304-25,70034,85240,34222.02%+5,490
EQT CORP(EQT)536,693536,693024,74728,67615.65%+3,929
INVESCO QQQ TR(Put)06,100+6,10002,860+2,860
GE VERNOVA INC(GEV)(Put)09,200+9,20002,809+2,809
RIVERVIEW BANCORP INC1,286,4221,633,034+346,6127,3849,2275.04%+1,843
BROOKDALE SR LIVING INC(BKD)160,110410,110+250,0008052,5671.40%+1,762
BREAD FINANCIAL HOLDINGS INC027,680+27,68001,3860.76%+1,386
NVIDIA CORPORATION(NVDA)(Put)010,800+10,80001,171+1,171
DIVERSIFIED HEALTHCARE TR(DHC)0456,110+456,11001,0950.60%+1,095
CONSTELLATION ENERGY CORP(CEG)(Put)05,100+5,10001,028+1,028
ADTRAN HOLDINGS INC343,110435,110+92,0002,8583,7942.07%+936
CONCENTRIX CORP(CNXC)64,48064,48002,7903,5881.96%+798
SEABOARD CORP DEL(SEB)0286+28607710.42%+771
VERTIV HOLDINGS CO(VRT)(Put)09,200+9,2000664+664
GREEN DOT CORP077,555+77,55506550.36%+655
WABASH NATL CORP055,555+55,55506140.34%+614
BROADCOM INC(AVGO)(Put)03,200+3,2000536+536
ARHAUS INC(ARHS)059,310+59,31005160.28%+516
BERRY CORP(Call)0160,000+160,0000514+514
NN INC0222,555+222,55505030.27%+503
OIL STS INTL INC23,555111,555+88,0001195750.31%+455
SUPERIOR INDS INTL INC128,793333,555+204,7622637100.39%+448
EATON CORP PLC(ETN)(Put)01,600+1,6000435+435
ARISTA NETWORKS INC(ANET)(Put)05,600+5,6000434+434
POTBELLY CORP2,980,5642,980,564028,07728,34515.47%+268
EXPAND ENERGY CORPORATION(EXE)19,55519,55501,9472,1771.19%+230
EXPAND ENERGY CORPORATION(EXE)(Call)14,00014,00001,3941,558+165
RANGE RES CORP(RRC)29,55529,55501,0631,1800.64%+117
ARRAY TECHNOLOGIES INC019,555+19,5550950.05%+95
UNIFI INC(UFI)017,555+17,5550840.05%+84
NIAGEN BIOSCIENCE INC011,555+11,5550800.04%+80
SCYNEXIS INC075,555+75,5550720.04%+72
DHI GROUP INC044,555+44,5550620.03%+62
PREFORMED LINE PRODS CO(PLPC)4,5554,55505826380.35%+56
BERRY CORP05,555+5,5550180.01%+18
W & T OFFSHORE INC13,55513,555023210.01%-1
CYTOMX THERAPEUTICS INC12,55512,55501380.00%-5
OSHKOSH CORP(OSK)5,7505,75005475410.30%-6
OLAPLEX HLDGS INC12,55512,555022160.01%-6
COMMSCOPE HLDG CO INC(VISN)2,5550-2,555130-13
FIRST FNDTN INC
COM
15,55515,555097810.04%-16
COMMUNITY HEALTH SYS INC NEW5,5550-5,555170-17
ENZO BIOCHEM INC88,55588,555063330.02%-30
MATRIX SVC CO49,55544,555-5,0005935540.30%-39
DXC TECHNOLOGY CO(DXC)13,55513,55502712310.13%-40
BIG 5 SPORTING GOODS CORP67,55567,5550121650.04%-56
CHROMADEX CORP11,5550-11,555610-61
PHOTRONICS INC(PLAB)23,33023,33005504840.26%-65
TUTOR PERINI CORP(TPC)66,68066,68001,6141,5460.84%-68
CLEARFIELD INC41,51040,510-1,0001,2871,2040.66%-83
MATCH GROUP INC NEW(MTCH)57,23057,23001,8721,7860.97%-86
SCYNEXIS INC75,5550-75,555910-91
UNIFI INC(UFI)17,5550-17,5551100-110
ARRAY TECHNOLOGIES INC19,5550-19,5551180-118
FLUSHING FINL CORP77,55577,55501,1079850.54%-123
HELIX ENERGY SOLUTIONS GRP I(HLX)124,450124,45001,1601,0340.56%-126
HOPE BANCORP INC(HOPE)99,55599,55501,2241,0420.57%-181
PROFIRE ENERGY INC72,5550-72,5551840-184
COMMSCOPE HLDG CO INC(VISN)(Call)50,0000-50,0002610-260
KBR INC(KBR)50,71053,710+3,0002,9382,6751.46%-262
ECOVYST INC(ECVT)228,810228,81001,7481,4190.77%-329
GULF IS FABRICATION INC155,55599,555-56,0001,0596430.35%-416
ARHAUS INC(ARHS)59,3100-59,3105580-558
COMMUNITY HEALTH SYS INC NEW(Call)200,1000-200,1005980-598
APPLOVIN CORP(APP)2,5550-2,5558270-827
DIVERSIFIED HEALTHCARE TR(DHC)456,1100-456,1101,0490-1,049
ADTRAN HOLDINGS INC(Call)200,0000-200,0001,6660-1,666
BREAD FINANCIAL HOLDINGS INC27,6800-27,6801,6900-1,690
CRITEO S A(CRTO)67,5550-67,5552,6720-2,672
EQT CORP(EQT)(Call)116,0000-116,0005,3490-5,349
CANTALOUPE INC2,641,6582,467,534-174,12425,12219,41910.60%-5,703
FLUOR CORP NEW(FLR)122,5556,555-116,0006,0442350.13%-5,810
EASTERN BANKSHARES INC(EBC)613,0880-613,08810,5760-10,576
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