Fund Holdings — Nierenberg Investment Management Company, Inc.

Total Portfolio Value
$200.83M
Total Bought
$32.16M
Total Sold
$36.06M
Net Transaction
-$3.89M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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KBR INC(KBR)73,710386,443+312,7332,96314,2447.09%+11,281
MAPLEBEAR INC(CART)0291,888+291,888010,9345.44%+10,934
EQT CORP(EQT)533,363533,363028,58833,94316.90%+5,355
FIVE9 INC(FIVN)0135,810+135,81002,0601.03%+2,060
LYFT INC(LYFT)813,5551,295,623+482,06815,75917,2328.58%+1,473
CROSS CTRY HEALTHCARE INC0144,555+144,55501,3590.68%+1,359
RIVERVIEW BANCORP INC(RVSB)2,032,7752,032,775010,20511,1805.57%+976
GREENLIGHT CAPITAL RE LTD(GLRE)55,555102,510+46,9558101,7720.88%+962
DIVERSIFIED HEALTHCARE TR(DHC)456,110456,11002,2123,0291.51%+816
OCEANFIRST FINL CORP(OCFC)039,555+39,55507140.36%+714
FORRESTER RESH INC(FORR)11,555131,110+119,555947420.37%+648
HOPE BANCORP INC(HOPE)12,55563,555+51,0001387100.35%+572
CRITEO S A(CRTO)888,8881,052,787+163,89918,32018,8769.40%+556
TANDEM DIABETES CARE INC(TNDM)44,55579,510+34,9559791,5240.76%+545
HELIX ENERGY SOLUTIONS GRP I(HLX)124,450124,45007801,2310.61%+451
TTEC HLDGS INC(TTEC)55,555255,555+200,0002006390.32%+439
ADTRAN HOLDINGS INC(ADTN)93,11093,11008091,1710.58%+362
DHI GROUP INC(DHX)084,555+84,55502380.12%+238
PORTILLOS INC(PTLO)033,555+33,55501780.09%+178
OSHKOSH CORP(OSK)5,7505,75007228460.42%+124
FTI CONSULTING INC(FCN)9,5559,780+2251,6321,7290.86%+97
ORASURE TECHNOLOGIES INC(OSUR)44,55555,555+11,0001081670.08%+59
PHOTRONICS INC(PLAB)6,3306,33002032560.13%+53
TECHTARGET INC(TTGT)136,910202,910+66,0007397870.39%+48
FLUOR CORP NEW(FLR)6,5556,55502603060.15%+46
W & T OFFSHORE INC(WTI)13,55513,555022460.02%+24
SCYNEXIS INC(SCYX)75,55575,555048690.03%+21
TALKSPACE INC(TALK)11,55511,555042600.03%+18
OLAPLEX HLDGS INC12,55512,555017250.01%+9
CYTOMX THERAPEUTICS INC(CTMX)12,55512,555053590.03%+6
NN INC(NNBR)13,55513,555017200.01%+2
WABASH NATL CORP(WNC)12,55512,55501091080.05%-0
EXPAND ENERGY CORPORATION(EXE)15,55515,55501,7171,7080.85%-9
ACCENDRA HEALTH INC(ACH)27,55527,555077630.03%-14
CLEARFIELD INC(CLFD)16,51016,51004814370.22%-44
EVENTBRITE INC11,5550-11,555510—-51
ARHAUS INC(ARHS)15,31012,310-3,000172830.04%-88
GULF IS FABRICATION INC17,5550-17,5552100—-210
DXC TECHNOLOGY CO(DXC)102,510102,51001,5021,2890.64%-213
GREEN DOT CORP(GDOT)339,110339,11004,3443,8051.89%-539
OIL STS INTL INC(OIS)111,55511,555-100,0007551350.07%-621
BREAD FINANCIAL HOLDINGS INC15,3803,380-12,0001,1392530.13%-885
CONCENTRIX CORP(CNXC)64,48064,48002,6811,7640.88%-917
BROOKDALE SR LIVING INC(BKD)410,110255,110-155,0004,4253,4901.74%-935
VERTIV HOLDINGS CO(VRT)7,0000-7,0001,1340—-1,134
SEABOARD CORP DEL(SEB)2860-2861,2710—-1,271
ECOVYST INC(ECVT)228,8100-228,8102,2260—-2,226
ISHARES TR640,597550,597-90,00064,30355,42327.60%-8,880
ROCKET COS INC(RKT)1,336,631429,631-907,00025,8776,1223.05%-19,755
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Nierenberg Investment Management Company, Inc. — 13F Holdings — Q1 2026 | TickerTrail