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Nierenberg Investment Management Company, LLC

Q2 2025 · Filed 2025-08-11
Market Value
$168M
+1.3%
Holdings
48
-3
New Purchases
3
Added To
5
Closed
10
Reduced
8
Top 10 Concentration
88.7%
Turnover
27.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PBPB 21.70% 17.07% +4.63% $37M
COOP 26.25% 24.30% +1.96% $44M
CRTO 7.63% 5.68% +1.94% $13M
GDOT 2.17% 0.39% +1.78% $4M
EQT 18.60% 17.27% +1.33% $31M
RVSB 6.33% 5.56% +0.78% $11M
BFH 0.52% 0.00% +0.52% $879K
LYFT 0.40% 0.00% +0.40% $671K
TPC 1.24% 0.93% +0.31% $2M
DHC 0.97% 0.66% +0.31% $2M
ECVT 1.12% 0.85% +0.26% $2M
CLFD 0.89% 0.73% +0.17% $1M
BKD 1.70% 1.55% +0.15% $3M
WNC 0.49% 0.37% +0.12% $824K
PLAB 0.38% 0.29% +0.09% $646K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CTLP 0.00% 11.70% -11.70% $0
FFIC 0.00% 0.59% -0.59% $0
CNXC 1.59% 2.16% -0.58% $3M
SUP 0.00% 0.43% -0.43% $0
MTRX 0.00% 0.33% -0.33% $0
GIFI 0.07% 0.39% -0.32% $117K
NNBR 0.02% 0.30% -0.29% $28K
EXE 1.08% 1.31% -0.23% $2M
HLX 0.46% 0.62% -0.16% $777K
KBR 1.53% 1.61% -0.08% $3M
ARRY 0.00% 0.06% -0.06% $0
UFI 0.00% 0.05% -0.05% $0
FFWM 0.00% 0.05% -0.05% $0
CDXC 0.00% 0.05% -0.05% $0
BGFV 0.00% 0.04% -0.04% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $77M 45.9%
Mid Cap 12 $16M 9.6%
Small Cap 22 $64M 37.9%
Micro Cap 11 $11M 6.6%

Portfolio Analytics

Avg Market Cap
$3.3B
Median Market Cap
$882M
Avg P/E
35.3
Median P/E
15.7
Avg Dividend Yield
0.01%
Avg Beta
1.21
# Stocks
48
# ETFs / Funds
0

Top Holdings (48 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 COOP 26.25% 296,054 $44M $149.21 $4M -41,250 -12.2%
2 PBPB 21.70% 2,980,564 $37M $12.25 $8M
3 EQT 18.60% 536,693 $31M $58.32 $3M
4 CRTO 7.63% 535,702 $13M $23.96 $3M +269,204 +101.0%
5 RVSB 6.33% 1,937,775 $11M $5.50 $1M +304,741 +18.7%
6 GDOT 2.17% 339,110 $4M $10.78 $3M +261,555 +337.2%
7 BKD 1.70% 410,110 $3M $6.96 $287K
8 CNXC 1.59% 50,480 $3M $52.85 -$920K -14,000 -21.7%
9 KBR 1.53% 53,710 $3M $47.94 -$100K
10 TPC 1.24% 44,680 $2M $46.78 $544K -22,000 -33.0%
11 ECVT 1.12% 228,810 $2M $8.23 $464K
12 EXE 1.08% 15,555 $2M $116.94 -$358K -4,000 -20.5%
13 MTCH 1.04% 56,680 $2M $30.89 -$35K -550 -1.0%
14 DHC 0.97% 456,110 $2M $3.58 $538K
15 CLFD 0.89% 34,510 $1M $43.41 $294K -6,000 -14.8%
16 RRC 0.71% 29,555 $1M $40.67 $22K
17 HOPE 0.63% 99,555 $1M $10.73 $26K
18 BFH 0.52% 15,380 $879K $57.12 +15,380 NEW
19 WNC 0.49% 77,555 $824K $10.63 $211K +22,000 +39.6%
20 SEB 0.49% 286 $818K $2,861.20 $47K
21 HLX 0.46% 124,450 $777K $6.24 -$258K
22 PLPC 0.43% 4,555 $728K $159.81 $90K
23 LYFT 0.40% 42,555 $671K $15.76 +42,555 NEW
24 OSK 0.39% 5,750 $653K $113.54 $112K
25 PLAB 0.38% 34,330 $646K $18.83 $162K +11,000 +47.1%
26 OIS 0.36% 111,555 $598K $5.36 $23K
27 ARHS 0.31% 59,310 $514K $8.67 -$2K
28 FLR 0.20% 6,555 $336K $51.27 $101K
29 DXC 0.12% 13,555 $207K $15.29 -$24K
30 DHX 0.08% 44,555 $132K $2.97 $70K
31 GIFI 0.07% 17,555 $117K $6.65 -$526K -82,000 -82.4%
32 SCYX 0.03% 75,555 $51K $0.67 -$21K
33 OSUR 0.02% 11,555 $35K $3.00 +11,555 NEW
34 CTMX 0.02% 12,555 $28K $2.27 $21K
35 NNBR 0.02% 13,555 $28K $2.10 -$475K -209,000 -93.9%
36 WTI 0.01% 13,555 $22K $1.65 $1K
37 OLPX 0.01% 12,555 $18K $1.40 $2K
38 BRY 0.01% 5,555 $15K $2.77 -$2K
39 UFI —% -$84K -17,555 -100.0% SOLD
40 SUP —% -$710K -333,555 -100.0% SOLD
41 BGFV —% -$65K -67,555 -100.0% SOLD
42 FFWM —% -$81K -15,555 -100.0% SOLD
43 CDXC —% -$80K -11,555 -100.0% SOLD
44 CTLP —% -$19M -2,467,534 -100.0% SOLD
45 FFIC —% -$985K -77,555 -100.0% SOLD
46 ARRY —% -$95K -19,555 -100.0% SOLD
47 ENZ —% -$33K -88,555 -100.0% SOLD
48 MTRX —% -$554K -44,555 -100.0% SOLD

Options Breakdown

2 Calls $2M Call Value 8 Puts $15M Put Value 7.11 P/C Ratio

Top Calls

SymbolSharesValueStatus
EXE 14,000 $2M
BRY 160,000 $443K

Top Puts

SymbolSharesValueStatus
GEV 9,200 $5M
QQQ 6,100 $3M
NVDA 10,800 $2M
CEG 5,100 $2M
VRT 9,200 $1M
AVGO 3,200 $882K
ANET 5,600 $573K
ETN 1,600 $571K

New Positions

SymbolValue% Port
BFH $879K 0.52%
LYFT $671K 0.40%
OSUR $35K 0.02%

Sold Out Positions

SymbolValue% Port
UFI —%
FFIC —%
ARRY —%
MTRX —%
CTLP —%
BGFV —%
FFWM —%
ENZ —%
CDXC —%
SUP —%
View SEC EDGAR Filings for Nierenberg Investment Management Company, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms