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MHP

Manatuck Hill Partners Portfolio holdings

AUM $370M
1-Year Est. Return 95.53%
This Fund
S&P 500
This Quarter Est. Return
+18.23%
1 Year Est. Return
+95.53%
3 Year Est. Return
+423.88%
5 Year Est. Return
+688.91%
10 Year Est. Return
+13,037.45%
AUM
$370M
AUM Growth
+$84.5M
Cap. Flow
+$64.5M
Cap. Flow %
17.42%
Top 10 Hldgs %
39.53%
Holding
145
New
47
Increased
18
Reduced
27
Closed
29

Top Buys

1
FLR icon
Fluor
FLR
+$9.32M
2
PUMP icon
ProPetro Holding
PUMP
+$6.28M
3
NOK icon
Nokia
NOK
+$5.14M
4
OII icon
Oceaneering
OII
+$4.85M
5
LBRT icon
Liberty Energy
LBRT
+$4.59M

Top Sells

1
TTI icon
TETRA Technologies
TTI
+$8.86M
2
REAL icon
The RealReal
REAL
+$7.62M
3
FWRG icon
First Watch Restaurant Group
FWRG
+$6.94M
4
FTI icon
TechnipFMC
FTI
+$6.01M
5
HLF icon
Herbalife
HLF
+$5.55M

Sector Composition

1 Energy 15.05%
2 Technology 13.44%
3 Consumer Staples 10.51%
4 Consumer Discretionary 8.42%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AKAM icon
26
Akamai
AKAM
$17.5B
$4.59M 1.24%
+40,000
New +$4.01M
OSIS icon
27
OSI Systems
OSIS
$3.51B
$4.06M 1.1%
15,300
+1,000
+7% +$276K
AESI icon
28
Atlas Energy Solutions
AESI
$1.76B
$3.96M 1.07%
302,000
+72,000
+31% +$841K
APPS icon
29
Digital Turbine
APPS
$1.01B
$3.9M 1.05%
1,353,417
-646,583
-32% -$2.78M
FTK icon
30
Flotek Industries
FTK
$947M
$3.89M 1.05%
229,000
-60,000
-21% -$1.03M
MGNI icon
31
Magnite
MGNI
$2.72B
$3.68M 0.99%
310,000
-40,000
-11% -$536K
AEM icon
32
Agnico Eagle Mines
AEM
$68.5B
$3.65M 0.99%
18,000
– –
EZPW icon
33
Ezcorp Inc
EZPW
$1.97B
$3.54M 0.96%
139,600
-60,400
-30% -$1.45M
MGRC icon
34
McGrath RentCorp
MGRC
$2.9B
$3.34M 0.9%
30,300
+5,000
+20% +$556K
XLP icon
35
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$3.28M 0.89%
+40,000
New +$3.37M
ADTN icon
36
Adtran
ADTN
$944M
$3.15M 0.85%
+250,000
New +$2.53M
AGI icon
37
Alamos Gold
AGI
$11.9B
$3.11M 0.84%
70,000
– –
SBLK icon
38
Star Bulk Carriers
SBLK
$2.78B
$3.07M 0.83%
133,800
-70,000
-34% -$1.59M
IBIT icon
39
iShares Bitcoin Trust
IBIT
$47B
$2.8M 0.76%
72,800
+57,800
+385% +$2.5M
TEN
40
Tsakos Energy Navigation Ltd
TEN
$1.13B
$2.76M 0.75%
+70,000
New +$2.15M
DHT icon
41
DHT Holdings
DHT
$2.8B
$2.74M 0.74%
150,000
-25,000
-14% -$398K
LTRX icon
42
Lantronix
LTRX
$232M
$2.57M 0.69%
490,600
+440,600
+881% +$2.69M
CDE icon
43
Coeur Mining
CDE
$14.8B
$2.33M 0.63%
+123,973
New +$2.7M
GNSS icon
44
Genasys
GNSS
$78.3M
$2.3M 0.62%
1,261,496
-81,729
-6% -$161K
REAL icon
45
The RealReal
REAL
$1.35B
$2.3M 0.62%
252,769
-602,486
-70% -$7.62M
EXE
46
Expand Energy Corp
EXE
$21.1B
$2.2M 0.59%
20,000
– –
ETHE
47
Grayscale Ethereum Staking ETF Shares
ETHE
$1.5B
$2.05M 0.55%
+120,000
New +$2.35M
KGC icon
48
Kinross Gold
KGC
$27B
$2.01M 0.54%
66,000
– –
MRCY icon
49
Mercury Systems
MRCY
$5.77B
$1.92M 0.52%
26,400
-18,600
-41% -$1.62M
MTUS icon
50
Metallus
MTUS
$807M
$1.86M 0.5%
114,020
-30,980
-21% -$569K
1
2
3 4 5

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Manatuck Hill Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Manatuck Hill Partners held 145 positions worth $370M, up 30% from $286M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Manatuck Hill Partners deployed $64.5M of net new capital in Q1 2026, opening 47 new positions and adding to 18 existing holdings. Its largest new stake was Fluor: 200,000 shares worth $9.33M.

By sector, the portfolio is most concentrated in Energy at 15% of assets, up from 10% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was The RealReal, an estimated $7.62M trimmed.

  • Manatuck Hill Partners's largest Q1 2026 buy was Fluor: 200,000 shares worth $9.33M.
  • Manatuck Hill Partners added most to Nokia in Q1 2026, an estimated $5.14M increase.
  • Manatuck Hill Partners's biggest Q1 2026 reduction was The RealReal, cutting an estimated $7.62M.
  • Manatuck Hill Partners fully exited TETRA Technologies in Q1 2026, selling an estimated $8.86M.
  • Manatuck Hill Partners's ten largest holdings make up 40% of its $370M portfolio in Q1 2026.
  • Manatuck Hill Partners opened 47 new positions and closed 29 in Q1 2026.
  • Manatuck Hill Partners's portfolio value rose 30% quarter-over-quarter to $370M.

Based on Manatuck Hill Partners's 13F filing for Q1 2026, filed 15 May 2026.