Fund HoldingsNierenberg Investment Management Company, Inc.

Total Portfolio Value
$139.27M
Total Bought
$12.61M
Total Sold
$12.90M
Net Transaction
-$294.6K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
FLOTEK INDS INC DEL(FTK)01,173,297+1,173,29705,1983.73%+5,198
MATRIX SVC CO222,555222,55501,3112,6261.89%+1,315
HELIX ENERGY SOLUTIONS GRP I(HLX)75,555155,555+80,0005581,7381.25%+1,180
CONCENTRIX CORP(CNXC)8,55519,910+11,3556911,5951.15%+904
PREMIER INC25,55556,610+31,0557071,2170.87%+510
FIRST FNDTN INC
COM
067,555+67,55504110.29%+411
GRAFTECH INTL LTD099,555+99,55503810.27%+381
SMART SAND INC0155,555+155,55503610.26%+361
RADIANT LOGISTICS INC062,555+62,55503530.25%+353
CLEARFIELD INC012,255+12,25503510.25%+351
MR COOPER GROUP INC662,854632,854-30,00033,56733,89624.34%+329
ORION GROUP HLDGS INC022,555+22,55501210.09%+121
TUTOR PERINI CORP(TPC)114,610114,61008198970.64%+78
APPLOVIN CORP(APP)29,55519,555-10,0007607810.56%+21
W & T OFFSHORE INC13,55513,555052590.04%+7
COMPASS INC(COMP)99,55599,55503482890.21%-60
ARHAUS INC(ARHS)59,31059,31006195520.40%-67
BUILD-A-BEAR WORKSHOP INC(BBW)27,11017,110-10,0005815030.36%-77
RANGE RES CORP(RRC)55,55547,555-8,0001,6331,5411.11%-92
DANA INC(DAN)24,35021,350-3,0004143130.22%-101
SP PLUS CORP39,01039,01001,5261,4081.01%-117
HELEN OF TROY LTD13,08011,080-2,0001,4131,2910.93%-121
SUPERIOR INDS INTL INC230,110230,11008287000.50%-129
DIVERSIFIED HEALTHCARE TR(DHC)478,110467,110-11,0001,0769060.65%-170
SOUTHWESTERN ENERGY CO275,555222,555-53,0001,6561,4351.03%-221
INTERNATIONAL SEAWAYS INC(INSW)16,4808,480-8,0006303820.27%-249
PELOTON INTERACTIVE INC(PTON)32,5550-32,5552500-250
HEIDRICK & STRUGGLES INTL IN11,5550-11,5553060-306
KBR INC(KBR)32,68030,610-2,0702,1261,8041.30%-322
RYERSON HLDG CORP(RYZ)7,5550-7,5553280-328
ECOVYST INC(ECVT)138,610127,610-11,0001,5881,2560.90%-333
FLUOR CORP NEW(FLR)665,488524,488-141,00019,69819,24913.82%-450
DIRTT ENVIRONMENTAL SOLUTION2,023,7320-2,023,7325340-534
EQT CORP(EQT)486,693476,693-10,00020,01819,34413.89%-673
BREAD FINANCIAL HOLDINGS INC46,21021,210-25,0001,4517250.52%-725
PHENOMEX INC4,962,8560-4,962,8562,4320-2,432
POTBELLY CORP2,709,8602,709,860023,79321,13715.18%-2,656
CANTALOUPE INC2,422,3582,631,436+209,07819,28216,44611.81%-2,835
FLOTEK INDS INC DEL7,039,7730-7,039,7735,1670-5,167
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