Fund HoldingsNierenberg Investment Management Company, Inc.

Total Portfolio Value
$146.16M
Total Bought
$11.74M
Total Sold
$13.78M
Net Transaction
-$2.04M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
CANTALOUPE INC2,277,8402,422,358+144,51812,98419,28213.19%+6,298
MR COOPER GROUP INC701,854662,854-39,00028,75533,56722.97%+4,812
EQT CORP(EQT)488,693486,693-2,00015,59420,01813.70%+4,423
POTBELLY CORP2,709,8602,709,860022,57323,79316.28%+1,219
PREMIER INC025,555+25,55507070.48%+707
CONCENTRIX CORP(CNXC)08,555+8,55506910.47%+691
SP PLUS CORP27,55539,010+11,4559451,5261.04%+581
ARHAUS INC(ARHS)11,55559,310+47,755966190.42%+523
HELEN OF TROY LTD9,83013,080+3,2509361,4130.97%+477
DIVERSIFIED HEALTHCARE TR(DHC)478,110478,11006451,0760.74%+430
APPLOVIN CORP(APP)29,55529,55504657600.52%+295
SOUTHWESTERN ENERGY CO275,555275,55501,3781,6561.13%+278
RANGE RES CORP(RRC)55,55555,55501,4711,6331.12%+163
TUTOR PERINI CORP(TPC)114,610114,61007078190.56%+112
MATRIX SVC CO222,555222,55501,2021,3110.90%+109
KBR INC(KBR)37,08032,680-4,4002,0412,1261.45%+85
BREAD FINANCIAL HOLDINGS INC45,75046,210+4601,3871,4510.99%+63
ECOVYST INC(ECVT)138,110138,610+5001,5261,5881.09%+62
COMPASS INC(COMP)99,55599,55503223480.24%+27
W & T OFFSHORE INC13,55513,555069520.04%-16
RYERSON HLDG CORP(RYZ)9,5557,555-2,0003483280.22%-20
HELIX ENERGY SOLUTIONS GRP I(HLX)75,55575,55505855580.38%-27
HEIDRICK & STRUGGLES INTL IN11,55511,55503513060.21%-45
ARC DOCUMENT SOLUTIONS INC15,5550-15,555490-49
PITNEY BOWES INC13,3100-13,310520-52
INTERNATIONAL SEAWAYS INC(INSW)16,48016,48006876300.43%-57
PELOTON INTERACTIVE INC(PTON)32,55532,55503692500.17%-119
DANA INC(DAN)39,35024,350-15,0005924140.28%-178
FLOTEK INDS INC DEL7,789,7737,039,773-750,0005,3755,1673.54%-208
V2X INC7,5550-7,5553000-300
SUPERIOR INDS INTL INC230,110230,11001,1398280.57%-311
DLH HLDGS CORP28,3100-28,3103250-325
BUILD-A-BEAR WORKSHOP INC39,11027,110-12,0009095810.40%-328
NLIGHT INC43,7410-43,7414450-445
DIRTT ENVIRONMENTAL SOLUTION2,023,7322,023,73201,0175340.37%-482
HOOKER FURNISHINGS CORPORATI35,5100-35,5106460-646
FLUOR CORP NEW(FLR)698,988665,488-33,50021,60619,69813.48%-1,907
PHENOMEX INC4,114,4744,962,856+848,3824,7732,4321.66%-2,341
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