Fund HoldingsNierenberg Investment Management Company, Inc.

Total Portfolio Value
$178.74M
Total Bought
$14.56M
Total Sold
$7.13M
Net Transaction
+$7.43M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
EASTERN BANKSHARES INC(EBC)446,088613,088+167,0006,1478,5714.80%+2,424
MATCH GROUP INC NEW(MTCH)055,555+55,55501,6880.94%+1,688
RIVERVIEW BANCORP INC0402,395+402,39501,6060.90%+1,606
FLOTEK INDS INC DEL(FTK)1,247,6371,247,63704,6666,1263.43%+1,460
CHESAPEAKE ENERGY CORP(EXE)(Call)014,000+14,00001,151+1,151
HOPE BANCORP INC(HOPE)099,555+99,55501,0690.60%+1,069
FLUSHING FINL CORP077,555+77,55501,0200.57%+1,020
FIRST HORIZON CORPORATION(FHN)62,555111,555+49,0009631,7590.98%+796
EQT CORP(EQT)486,693508,693+22,00018,04218,81110.52%+770
TUTOR PERINI CORP(TPC)102,610102,61001,4842,2351.25%+751
VERITEX HLDGS INC029,555+29,55506230.35%+623
COMMUNITY HEALTH SYS INC NEW0175,555+175,55505900.33%+590
BROOKDALE SR LIVING INC(BKD)77,555160,110+82,5555131,0940.61%+581
PHOTRONICS INC(PLAB)022,555+22,55505560.31%+556
FLUOR CORP NEW(FLR)433,588433,588018,33218,88310.56%+551
CANTALOUPE INC2,641,6582,641,658016,98617,4359.75%+449
CONCENTRIX CORP(CNXC)19,91027,910+8,0001,3181,7660.99%+448
CLEARFIELD INC57,51057,51001,7742,2181.24%+444
SUPERIOR INDS INTL INC297,097350,110+53,0138621,1380.64%+276
DXC TECHNOLOGY CO(DXC)013,555+13,55502590.14%+259
COMMUNITY HEALTH SYS INC NEW(Call)120,000200,000+80,000420672+252
DIVERSIFIED HEALTHCARE TR(DHC)467,110456,110-11,0001,1491,3910.78%+242
BREAD FINANCIAL HOLDINGS INC(Call)26,00026,00009681,159+190
BREAD FINANCIAL HOLDINGS INC21,21021,21007909450.53%+155
SCYNEXIS INC075,555+75,55501510.08%+151
APPLOVIN CORP(APP)7,5557,55505236290.35%+106
FIRST FNDTN INC
COM
015,555+15,55501020.06%+102
ARHAUS INC(ARHS)59,31059,31009131,0050.56%+92
ENZO BIOCHEM INC11,55588,555+77,00015970.05%+82
DZS INC(Call)044,400+44,400052+52
SMART SAND INC222,555222,55504254700.26%+45
SUPERIOR INDS INTL INC(Call)111,000111,0000322361+39
CHROMADEX CORP011,555+11,5550320.02%+32
KBR INC(KBR)50,71050,71003,2283,2531.82%+24
OLAPLEX HLDGS INC012,555+12,5550190.01%+19
CYTOMX THERAPEUTICS INC012,555+12,5550150.01%+15
HELIX ENERGY SOLUTIONS GRP I(HLX)122,555111,555-11,0001,3281,3320.75%+3
W & T OFFSHORE INC13,55513,555036290.02%-7
EQT CORP(EQT)(Call)116,000116,00004,3004,290-10
DANA INC(DAN)21,35021,35002712590.14%-12
DZS INC172,555172,55502282020.11%-26
RANGE RES CORP(RRC)29,55529,55501,0189910.55%-27
INTERNATIONAL SEAWAYS INC(INSW)23,48020,480-3,0001,2491,2110.68%-38
COMMSCOPE HLDG CO INC(VISN)(Call)220,000190,000-30,000288234-54
ALLEGIANT TRAVEL CO(ALGT)(Call)4,0004,0000301201-100
GULF IS FABRICATION INC111,555111,55508206770.38%-143
SOUTHWESTERN ENERGY CO199,555199,55501,5131,3430.75%-170
ORION GROUP HLDGS INC22,5550-22,5551850-185
PREMIER INC(Call)10,0000-10,0002210-221
HELEN OF TROY LTD13,08013,08001,5071,2130.68%-294
MATRIX SVC CO99,55599,55501,2979890.55%-309
ECOVYST INC(ECVT)182,610182,61002,0361,6380.92%-398
MR COOPER GROUP INC541,514514,184-27,33042,21141,76723.37%-444
FIRST HORIZON CORPORATION(FHN)(Call)50,0000-50,0007700-770
INTERNATIONAL SEAWAYS INC(INSW)(Call)17,1000-17,1009100-910
PREMIER INC77,01037,010-40,0001,7026910.39%-1,011
SONOS INC(SONO)67,5550-67,5551,2880-1,288
SP PLUS CORP37,5550-37,5551,9610-1,961
POTBELLY CORP2,829,8602,829,860034,27022,72412.71%-11,546
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