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Asset Manager ← All Institutions

Manatuck Hill Partners, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$278M
-2.5%
Holdings
120
-18
New Purchases
26
Added To
17
Closed
27
Reduced
30
Top 10 Concentration
36.6%
Turnover
44.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
APPS 3.60% 1.35% +2.25% $10M
UTI 2.49% 0.68% +1.81% $7M
EVLV 1.55% 0.00% +1.55% $4M
MRCY 1.18% 0.00% +1.18% $3M
HLF 4.06% 2.96% +1.10% $11M
TTI 3.19% 2.11% +1.08% $9M
PSLV 3.07% 2.07% +1.00% $9M
FTI 3.53% 2.63% +0.90% $10M
FWRG 2.50% 1.62% +0.88% $7M
PRSU 1.59% 0.78% +0.81% $4M
SBLK 1.41% 0.61% +0.80% $4M
AESI 0.78% 0.00% +0.78% $2M
DHT 0.77% 0.00% +0.77% $2M
LINC 1.57% 0.91% +0.66% $4M
FCX 0.64% 0.00% +0.64% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PLUG 0.00% 2.06% -2.06% $0
PALL 0.31% 2.00% -1.70% $858K
OPRX 1.86% 3.40% -1.54% $5M
IIIV 0.00% 1.48% -1.48% $0
BBSI 0.00% 1.32% -1.32% $0
PPLT 0.00% 1.25% -1.25% $0
HCSG 0.00% 1.18% -1.18% $0
HEAR 0.00% 1.17% -1.17% $0
CCJ 0.00% 1.17% -1.17% $0
HLMN 0.00% 1.11% -1.11% $0
KWEB 0.00% 1.11% -1.11% $0
BC 0.00% 1.02% -1.02% $0
XME 0.00% 0.98% -0.98% $0
TOI 0.00% 0.77% -0.77% $0
MGNI 2.05% 2.67% -0.63% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $15M 5.4%
Large Cap 24 $51M 18.5%
Mid Cap 39 $100M 36.0%
Small Cap 36 $97M 35.0%
Micro Cap 18 $14M 5.0%

Portfolio Analytics

Avg Market Cap
$18.5B
Median Market Cap
$2.5B
Avg P/E
36.6
Median P/E
19.2
Avg Dividend Yield
0.01%
Avg Beta
0.98
# Stocks
112
# ETFs / Funds
8

Top Holdings (120 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 REAL 4.86% 855,255 $13M $15.78 -$99K -423,700 -33.1%
2 ZETA 4.44% 605,000 $12M $20.35 -$2M -100,000 -14.2%
3 HLF 4.06% 875,000 $11M $12.89 $3M -125,000 -12.5%
4 IMAX 3.85% 289,200 $11M $36.96 -$420K -50,000 -14.7%
5 APPS 3.60% 2,000,000 $10M $5.00 $6M +1,400,000 +233.3%
6 FTI 3.53% 220,000 $10M $44.56 $2M +30,000 +15.8%
7 TTI 3.19% 946,087 $9M $9.37 $3M -100,000 -9.6%
8 PSLV 3.07% 360,200 $9M $23.65 $3M -14,800 -4.0%
9 HSBC 3.05% 107,448 $8M $78.67 $826K
10 NHC 2.98% 60,400 $8M $137.09 $941K
11 PHYS 2.97% 250,000 $8M $33.02 $850K
12 FWRG 2.50% 459,900 $7M $15.08 $2M +164,900 +55.9%
13 UTI 2.49% 264,800 $7M $26.13 $5M +205,000 +342.8%
14 BAC 2.40% 121,198 $7M $55.00 $413K
15 LTH 2.39% 250,000 $7M $26.58 $1M +50,000 +25.0%
16 CSV 2.09% 137,000 $6M $42.30 -$975K -15,000 -9.9%
17 MGNI 2.05% 350,000 $6M $16.23 -$2M +709 +0.2%
18 ANGO 1.97% 425,000 $5M $12.84 $989K +25,000 +6.2%
19 OPRX 1.86% 422,107 $5M $12.26 -$5M -50,200 -10.6%
20 APEI 1.72% 126,466 $5M $37.80 -$606K -10,000 -7.3%
21 SMP 1.66% 125,000 $5M $36.85 -$496K
22 MAMA 1.63% 335,500 $5M $13.49 $1000K
23 PRSU 1.59% 131,400 $4M $33.68 $2M +69,700 +113.0%
24 OPLN 1.58% 147,500 $4M $29.78 $2M +50,000 +51.3%
25 LINC 1.57% 180,675 $4M $24.15 $2M +70,000 +63.2%
26 EVLV 1.55% 600,000 $4M $7.16 +600,000 NEW
27 SBLK 1.41% 203,800 $4M $19.22 $2M +110,000 +117.3%
28 EZPW 1.40% 200,000 $4M $19.42 -$495K -30,000 -13.0%
29 OSIS 1.31% 14,300 $4M $255.06 $83K
30 MRCY 1.18% 45,000 $3M $73.01 +45,000 NEW
31 AEM 1.10% 18,000 $3M $169.53 $17K
32 GNSS 1.04% 1,343,225 $3M $2.15 -$863K -185,113 -12.1%
33 VICR 1.01% 25,600 $3M $109.60 $1M -3,500 -12.0%
34 AGI 0.97% 70,000 $3M $38.58 -$437K -20,000 -22.2%
35 MGRC 0.96% 25,300 $3M $104.93 -$313K
36 BELFB 0.92% 15,000 $3M $169.63 $429K
37 TMST 0.90% 145,000 $2M $17.16 $9K -5,000 -3.3%
38 RMNI 0.89% 639,115 $2M $3.88 -$350K +34,475 +5.7%
39 EXE 0.80% 20,000 $2M $110.36 -$449K -5,000 -20.0%
40 VVX 0.79% 40,000 $2M $54.55 -$142K
41 NGD 0.78% 250,000 $2M $8.71 $24K -50,000 -16.7%
42 AESI 0.78% 230,000 $2M $9.42 +230,000 NEW
43 DHT 0.77% 175,000 $2M $12.21 +175,000 NEW
44 KGC 0.67% 66,000 $2M $28.16 -$626K -34,000 -34.0%
45 FCX 0.64% 35,000 $2M $50.79 +35,000 NEW
46 ALI1.DE 0.63% 200,000 $2M $8.81 +200,000 NEW
47 NOK 0.58% 250,000 $2M $6.47 +250,000 NEW
48 PXED 0.49% 45,000 $1M $30.30 +45,000 NEW
49 KRUS 0.47% 25,000 $1M $52.33 +25,000 NEW
50 PSTL 0.47% 80,200 $1M $16.14 $353K +20,200 +33.7%
51 HUBG 0.46% 30,000 $1M $42.61 +30,000 NEW
52 BSX 0.44% 12,738 $1M $95.35 -$29K
53 RGLD 0.42% 5,225 $1M $222.29 +5,225 NEW
54 SBSW 0.41% 80,000 $1M $14.25 $16K -20,000 -20.0%
55 SB-PC 0.39% 225,000 $1M $4.82 $86K
56 INDA 0.39% 20,000 $1M $54.05 +20,000 NEW
57 XGN 0.38% 175,000 $1M $6.08 -$859K
58 AA 0.38% 20,000 $1M $53.14 +20,000 NEW
59 RRC 0.38% 30,000 $1M $35.26 -$824K -20,000 -40.0%
60 INSW 0.35% 20,000 $971K $48.55 +20,000 NEW
61 WPM 0.34% 8,000 $940K $117.52 -$737K -7,000 -46.7%
62 AEYE 0.33% 90,300 $902K $9.99 -$1M -61,300 -40.4%
63 TBN 0.31% 32,100 $874K $27.23 +32,100 NEW
64 AVNW 0.31% 40,800 $872K $21.38 -$1M -49,500 -54.8%
65 LSTR 0.31% 6,000 $862K $143.70 +6,000 NEW
66 EAT 0.31% 6,000 $861K $143.52 +6,000 NEW
67 PALL 0.31% 5,900 $858K $145.38 -$5M -44,100 -88.2%
68 WFRD 0.28% 10,000 $783K $78.26 $98K
69 IBIT 0.27% 15,000 $745K $49.65 +15,000 NEW
70 CNX 0.26% 20,000 $735K $36.77 $93K
71 APA 0.26% 30,000 $734K $24.46 $127K +5,000 +20.0%
72 III 0.26% 126,800 $733K $5.78 -$277K -48,800 -27.8%
73 OSS 0.26% 100,000 $718K $7.18 $450K +50,000 +100.0%
74 STZ 0.25% 5,000 $690K $137.96 +5,000 NEW
75 GRPN 0.24% 38,500 $678K $17.61 +38,500 NEW
76 EOG 0.23% 6,000 $630K $105.01 $69K +1,000 +20.0%
77 ONEW 0.17% 42,700 $462K $10.82 +42,700 NEW
78 LGCY 0.16% 44,600 $454K $10.19 $28K
79 CSX 0.16% 12,000 $435K $36.25 +12,000 NEW
80 CTRA 0.14% 15,000 $395K $26.32 $40K
81 STRR 0.13% 31,800 $358K $11.25 -$116K -10,800 -25.4%
82 DVN 0.12% 9,200 $337K $36.63 -$715K -20,800 -69.3%
83 LTRX 0.11% 50,000 $293K $5.86 -$850K -200,200 -80.0%
84 GAIA 0.10% 80,000 $290K $3.63 +80,000 NEW
85 FRO 0.10% 13,300 $290K $21.82 +13,300 NEW
86 ACU 0.10% 6,855 $276K $40.31 -$6K
87 GWW 0.10% 270 $272K $1,009.05 +270 NEW
88 OII 0.09% 10,600 $255K $24.03 -$736K -29,400 -73.5%
89 ARLO 0.09% 17,000 $238K $13.99 +17,000 NEW
90 AR 0.08% 6,200 $214K $34.46 -$458K -13,800 -69.0%
91 TDW 0.07% 4,100 $207K $50.51 -$896 +200 +5.1%
92 SWAG 0.06% 106,866 $177K $1.66 -$169K -101,834 -48.8%
93 OSUR 0.03% 30,000 $73K $2.42 -$24K
94 BLDP —% -$113K -41,500 -100.0% SOLD
95 HLMN —% -$3M -345,000 -100.0% SOLD
96 HCSG —% -$3M -200,000 -100.0% SOLD
97 KWEB —% -$3M -75,000 -100.0% SOLD
98 PLUG —% -$6M -2,515,750 -100.0% SOLD
99 PUBM —% -$2M -200,000 -100.0% SOLD
100 IIIV —% -$4M -130,000 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
HYG $0 SOLD

New Positions

SymbolValue% Port
EVLV $4M 1.55%
MRCY $3M 1.18%
AESI $2M 0.78%
DHT $2M 0.77%
FCX $2M 0.64%
ALI1.DE $2M 0.63%
NOK $2M 0.58%
PXED $1M 0.49%
KRUS $1M 0.47%
HUBG $1M 0.46%
RGLD $1M 0.42%
INDA $1M 0.39%
AA $1M 0.38%
INSW $971K 0.35%
TBN $874K 0.31%

Sold Out Positions

SymbolValue% Port
BC —%
RAMP —%
CTRI —%
CCJ —%
NE —%
DXLG —%
BLZE —%
BBSI —%
AENT —%
KVHI —%
HCSG —%
BLDP —%
IIIV —%
PLUG —%
PUBM —%
View SEC EDGAR Filings for Manatuck Hill Partners, LLC →

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