— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Manatuck Hill Partners, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$293M
+5.6%
Holdings
135
+15
New Purchases
42
Added To
17
Closed
27
Reduced
25
Top 10 Concentration
30.4%
Turnover
51.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FLR 3.18% 0.00% +3.18% $9M
PUMP 2.58% 0.00% +2.58% $8M
NOK 2.61% 0.58% +2.02% $8M
OII 1.94% 0.09% +1.85% $6M
LBRT 1.77% 0.00% +1.77% $5M
DOCN 1.61% 0.00% +1.61% $5M
APEI 3.33% 1.72% +1.61% $10M
AKAM 1.57% 0.00% +1.57% $5M
XLP 1.12% 0.00% +1.12% $3M
LINC 2.68% 1.57% +1.11% $8M
TNP 0.94% 0.00% +0.94% $3M
OPLN 2.49% 1.58% +0.90% $7M
CDE 0.79% 0.00% +0.79% $2M
LTRX 0.88% 0.11% +0.77% $3M
ETHE 0.70% 0.00% +0.70% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
REAL 0.78% 4.86% -4.08% $2M
TTI 0.00% 3.19% -3.19% $0
FWRG 0.00% 2.50% -2.50% $0
APPS 1.33% 3.60% -2.27% $4M
LTH 0.54% 2.39% -1.86% $2M
OPRX 0.11% 1.86% -1.76% $314K
EVLV 0.00% 1.55% -1.55% $0
PSLV 1.60% 3.07% -1.47% $5M
ZETA 2.99% 4.44% -1.45% $9M
HLF 2.69% 4.06% -1.38% $8M
VICR 0.00% 1.01% -1.01% $0
BELFB 0.00% 0.92% -0.92% $0
RMNI 0.00% 0.89% -0.89% $0
MGNI 1.26% 2.05% -0.79% $4M
VVX 0.00% 0.79% -0.79% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $16M 5.4%
Large Cap 31 $68M 23.2%
Mid Cap 41 $112M 38.1%
Small Cap 39 $86M 29.2%
Micro Cap 21 $12M 4.0%

Portfolio Analytics

Avg Market Cap
$21.9B
Median Market Cap
$2.7B
Avg P/E
32.9
Median P/E
18.5
Avg Dividend Yield
0.01%
Avg Beta
0.94
# Stocks
126
# ETFs / Funds
9

Top Holdings (135 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IMAX 3.75% 289,200 $11M $38.01 $304K
2 APEI 3.33% 171,466 $10M $56.88 $5M +45,000 +35.6%
3 NHC 3.29% 60,400 $10M $159.70 $1M
4 FLR 3.18% 200,000 $9M $46.65 +200,000 NEW
5 HSBC 3.02% 107,448 $9M $82.49 $410K
6 ZETA 2.99% 550,000 $9M $15.92 -$4M -55,000 -9.1%
7 FTI 2.83% 120,000 $8M $69.13 -$2M -100,000 -45.5%
8 HLF 2.69% 535,000 $8M $14.72 -$3M -340,000 -38.9%
9 LINC 2.68% 192,973 $8M $40.68 $3M +12,298 +6.8%
10 UTI 2.65% 214,800 $8M $36.10 $835K -50,000 -18.9%
11 NOK 2.61% 950,000 $8M $8.04 $6M +700,000 +280.0%
12 PUMP 2.58% 525,000 $8M $14.41 +525,000 NEW
13 OPLN 2.49% 250,000 $7M $29.15 $3M +102,500 +69.5%
14 PHYS 2.42% 200,000 $7M $35.44 -$1M -50,000 -20.0%
15 BAC 2.02% 121,198 $6M $48.75 -$757K
16 CSV 1.98% 127,000 $6M $45.66 $4K -10,000 -7.3%
17 OII 1.94% 160,600 $6M $35.47 $5M +150,000 +1415.1%
18 PRSU 1.89% 151,400 $6M $36.63 $1M +20,000 +15.2%
19 ANGO 1.84% 475,000 $5M $11.37 -$56K +50,000 +11.8%
20 LBRT 1.77% 180,000 $5M $28.80 +180,000 NEW
21 MAMA 1.76% 335,500 $5M $15.34 $621K
22 DOCN 1.61% 55,000 $5M $85.78 +55,000 NEW
23 SMP 1.60% 135,000 $5M $34.74 $84K +10,000 +8.0%
24 PSLV 1.60% 192,200 $5M $24.39 -$4M -168,000 -46.6%
25 AKAM 1.57% 40,000 $5M $114.85 +40,000 NEW
26 OSIS 1.39% 15,300 $4M $265.51 $415K +1,000 +7.0%
27 AESI 1.35% 302,000 $4M $13.12 $2M +72,000 +31.3%
28 APPS 1.33% 1,353,417 $4M $2.88 -$6M -646,583 -32.3%
29 MGNI 1.26% 310,000 $4M $11.88 -$2M -40,000 -11.4%
30 AEM 1.25% 18,000 $4M $202.98 $602K
31 EZPW 1.21% 139,600 $4M $25.38 -$341K -60,400 -30.2%
32 MGRC 1.14% 30,300 $3M $110.28 $687K +5,000 +19.8%
33 XLP 1.12% 40,000 $3M $81.98 +40,000 NEW
34 AGI 1.06% 70,000 $3M $44.43 $410K
35 SBLK 1.05% 133,800 $3M $22.97 -$844K -70,000 -34.4%
36 IBIT 0.95% 72,800 $3M $38.42 $2M +57,800 +385.3%
37 TNP 0.94% 70,000 $3M $39.46 +70,000 NEW
38 DHT 0.94% 150,000 $3M $18.27 $604K -25,000 -14.3%
39 LTRX 0.88% 490,600 $3M $5.24 $2M +440,600 +881.2%
40 CDE 0.79% 123,973 $2M $18.77 +123,973 NEW
41 GNSS 0.78% 1,261,496 $2M $1.82 -$585K -81,729 -6.1%
42 REAL 0.78% 252,769 $2M $9.08 -$11M -602,486 -70.5%
43 EXE 0.75% 20,000 $2M $109.78 -$12K
44 ETHE 0.70% 120,000 $2M $17.07 +120,000 NEW
45 KGC 0.69% 66,000 $2M $30.52 $156K
46 MRCY 0.66% 26,400 $2M $72.91 -$1M -18,600 -41.3%
47 TMST 0.64% 114,020 $2M $16.34 -$625K -30,980 -21.4%
48 TNK 0.60% 24,000 $2M $73.32 +24,000 NEW
49 NTGR 0.60% 80,000 $2M $21.84 +80,000 NEW
50 KRUS 0.60% 25,000 $2M $69.79 $436K
51 AVNW 0.58% 75,800 $2M $22.61 $842K +35,000 +85.8%
52 SNDA 0.55% 50,000 $2M $32.25 +50,000 NEW
53 LTH 0.54% 58,400 $2M $26.94 -$5M -191,600 -76.6%
54 TALK 0.53% 300,000 $2M $5.18 +300,000 NEW
55 FRO 0.52% 43,300 $2M $34.86 $1M +30,000 +225.6%
56 PSTL 0.51% 80,200 $1M $18.56 $194K
57 INSW 0.50% 20,000 $1M $72.88 $487K
58 ZM 0.49% 18,000 $1M $80.39 +18,000 NEW
59 RRC 0.46% 30,000 $1M $45.18 $298K
60 RGLD 0.45% 5,225 $1M $254.49 $168K
61 SB-PC 0.45% 210,000 $1M $6.33 $245K -15,000 -6.7%
62 SPOT 0.43% 2,600 $1M $484.91 +2,600 NEW
63 KOPN 0.42% 550,000 $1M $2.25 +550,000 NEW
64 BFLY 0.41% 300,000 $1M $4.04 +300,000 NEW
65 LYB 0.41% 15,000 $1M $80.56 +15,000 NEW
66 JPM 0.40% 4,000 $1M $294.16 +4,000 NEW
67 EWZ 0.39% 30,000 $1M $38.39 +30,000 NEW
68 ASTE 0.37% 20,000 $1M $53.84 +20,000 NEW
69 WPM 0.36% 8,000 $1M $131.01 $108K
70 VOXCF 0.36% 200,000 $1M $5.24 +200,000 NEW
71 DOW 0.36% 25,000 $1M $41.65 +25,000 NEW
72 FCX 0.35% 17,500 $1M $58.78 -$749K -17,500 -50.0%
73 TBN 0.35% 20,425 $1M $49.99 $147K -11,675 -36.4%
74 ETON 0.34% 40,000 $987K $24.68 +40,000 NEW
75 HAFN 0.32% 125,000 $950K $7.60 +125,000 NEW
76 WFRD 0.32% 10,000 $946K $94.58 $163K
77 LYTS 0.32% 50,000 $930K $18.60 +50,000 NEW
78 CAR 0.30% 6,000 $875K $145.85 +6,000 NEW
79 EOG 0.30% 6,000 $867K $144.57 $237K
80 MPAA 0.28% 75,000 $830K $11.06 +75,000 NEW
81 BSX 0.27% 12,738 $799K $62.75 -$415K
82 CNX 0.26% 20,000 $771K $38.55 $36K
83 DVN 0.26% 15,000 $755K $50.32 $418K +5,800 +63.0%
84 MG 0.25% 50,000 $739K $14.78 +50,000 NEW
85 PPHC 0.23% 50,800 $664K $13.08 +50,800 NEW
86 QUIK 0.22% 70,000 $657K $9.38 +70,000 NEW
87 OESX 0.21% 71,428 $624K $8.74 +71,428 NEW
88 KGS 0.20% 10,000 $583K $58.32 +10,000 NEW
89 LGCY 0.19% 44,600 $558K $12.52 $104K
90 CTRA 0.18% 15,000 $527K $35.14 $132K
91 SND 0.17% 100,000 $512K $5.12 +100,000 NEW
92 ALI1.DE 0.17% 35,300 $511K $14.48 -$1M -164,700 -82.3%
93 SBSW 0.17% 40,600 $500K $12.32 -$640K -39,400 -49.2%
94 NAT 0.15% 75,000 $440K $5.86 +75,000 NEW
95 ESOA 0.13% 30,000 $394K $13.13 +30,000 NEW
96 HLIT 0.12% 40,000 $359K $8.98 +40,000 NEW
97 ACU 0.12% 7,937 $356K $44.91 $80K +1,082 +15.8%
98 TDW 0.12% 4,100 $343K $83.55 $135K
99 NE 0.11% 6,600 $324K $49.07 +6,600 NEW
100 OPRX 0.11% 50,000 $314K $6.28 -$5M -372,107 -88.2%

New Positions

SymbolValue% Port
FLR $9M 3.18%
PUMP $8M 2.58%
LBRT $5M 1.77%
DOCN $5M 1.61%
AKAM $5M 1.57%
XLP $3M 1.12%
TNP $3M 0.94%
CDE $2M 0.79%
ETHE $2M 0.70%
TNK $2M 0.60%
NTGR $2M 0.60%
SNDA $2M 0.55%
TALK $2M 0.53%
ZM $1M 0.49%
SPOT $1M 0.43%

Sold Out Positions

SymbolValue% Port
AA —%
VVX —%
PXED —%
TTI —%
STZ —%
EAT —%
ARLO —%
GWW —%
CSX —%
APA —%
AEYE —%
GAIA —%
FWRG —%
GRPN —%
III —%
View SEC EDGAR Filings for Manatuck Hill Partners, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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