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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
+4.14%
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
$217M
AUM Growth
-$27.1M
Cap. Flow
-$16M
Cap. Flow %
-7.36%
Top 10 Hldgs %
33.8%
Holding
135
New
27
Increased
20
Reduced
25
Closed
40

Top Buys

Rank Stock Value
1
PHYS icon
Sprott Physical Gold
PHYS
+$9.15M
2
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.52M
3
NHC icon
National Healthcare
NHC
+$5.85M
4
SPIR icon
Spire Global
SPIR
+$4.14M
5
CSV icon
Carriage Services
CSV
+$3.57M

Top Sells

Rank Stock Value
1
ML
MoneyLion Inc.
ML
+$11.5M
2
GLD icon
SPDR Gold Trust
GLD
+$10.4M
3
KD icon
Kyndryl
KD
+$8.43M
4
ZETA icon
Zeta Global
ZETA
+$4.47M
5
GME icon
GameStop
GME
+$4.16M

Sector Composition

Rank Sector Weight
1 Technology 15.4%
2 Consumer Discretionary 12.41%
3 Industrials 11.83%
4 Financials 9.58%
5 Healthcare 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIOT
26
PowerFleet Inc
AIOT
$576M
$3.09M 1.42%
562,721
+174,000
+45% +$1.12M
ANGO icon
27
AngioDynamics
ANGO
$628M
$3.05M 1.41%
325,000
+125,500
+63% +$1.32M
GOLD
28
Gold.com Inc
GOLD
$1.24B
$2.92M 1.35%
115,280
+50,800
+79% +$1.41M
MGRC icon
29
McGrath RentCorp
MGRC
$2.94B
$2.82M 1.3%
25,300
– –
UTI icon
30
Universal Technical Institute
UTI
$2.33B
$2.7M 1.24%
105,000
-75,000
-42% -$2.02M
AGI icon
31
Alamos Gold
AGI
$12B
$2.67M 1.23%
100,000
-20,000
-17% -$451K
EZPW icon
32
Ezcorp Inc
EZPW
$1.91B
$2.65M 1.22%
180,000
+10,000
+6% +$132K
MAMA icon
33
Mama's Creations
MAMA
$877M
$2.6M 1.2%
400,000
-220,000
-35% -$1.52M
AEM icon
34
Agnico Eagle Mines
AEM
$76.3B
$2.6M 1.2%
24,000
-6,000
-20% -$574K
SPIR icon
35
Spire Global
SPIR
$522M
$2.53M 1.17%
+312,500
New +$4.14M
SBLK icon
36
Star Bulk Carriers
SBLK
$3.15B
$2.37M 1.09%
+152,500
New +$2.38M
MNKD icon
37
MannKind Corp
MNKD
$1.22B
$2.14M 0.99%
425,000
+125,000
+42% +$700K
CCJ icon
38
Cameco
CCJ
$40.5B
$2.13M 0.98%
51,800
– –
BC icon
39
Brunswick
BC
$5.41B
$2.03M 0.94%
37,700
– –
VIAV icon
40
Viavi Solutions
VIAV
$9.95B
$1.79M 0.83%
160,000
-20,000
-11% -$223K
CECO icon
41
Ceco Environmental
CECO
$4.1B
$1.67M 0.77%
73,300
-86,700
-54% -$2.31M
OPRX icon
42
OptimizeRx
OPRX
$129M
$1.65M 0.76%
190,000
+90,000
+90% +$550K
PMTS icon
43
CPI Card Group
PMTS
$263M
$1.6M 0.74%
55,000
– –
PBPB
44
DELISTED
Potbelly
PBPB
$1.6M 0.74%
+168,500
New +$1.86M
SAND
45
DELISTED
Sandstorm Gold
SAND
$1.59M 0.73%
+210,600
New +$1.32M
NOK icon
46
Nokia
NOK
$55.4B
$1.58M 0.73%
+300,000
New +$1.47M
OLPX
47
DELISTED
Olaplex Holdings
OLPX
$1.55M 0.72%
+1,222,804
New +$1.81M
WPM icon
48
Wheaton Precious Metals
WPM
$52.4B
$1.55M 0.72%
20,000
+5,000
+33% +$334K
NGD
49
DELISTED
New Gold Inc
NGD
$1.52M 0.7%
411,000
-197,500
-32% -$585K
PRCH icon
50
Porch Group
PRCH
$1.87B
$1.46M 0.67%
200,000
-100,000
-33% -$542K
1
2
3 4 5

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Manatuck Hill Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Manatuck Hill Partners held 135 positions worth $217M, down 11% from $244M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Manatuck Hill Partners withdrew a net $16M in Q1 2025, closing 40 positions and reducing 25 holdings. Its most notable exit was MoneyLion Inc., an estimated $11.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 19% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Manatuck Hill Partners opened a new position in Sprott Physical Gold worth $9.92M.

  • Manatuck Hill Partners's largest Q1 2025 buy was Sprott Physical Gold: 412,500 shares worth $9.92M.
  • Manatuck Hill Partners added most to Carriage Services in Q1 2025, an estimated $3.57M increase.
  • Manatuck Hill Partners's biggest Q1 2025 reduction was Kyndryl, cutting an estimated $8.43M.
  • Manatuck Hill Partners fully exited MoneyLion Inc. in Q1 2025, selling an estimated $11.5M.
  • Manatuck Hill Partners's ten largest holdings make up 34% of its $217M portfolio in Q1 2025.
  • Manatuck Hill Partners opened 27 new positions and closed 40 in Q1 2025.
  • Manatuck Hill Partners's portfolio value fell 11% quarter-over-quarter to $217M.

Based on Manatuck Hill Partners's 13F filing for Q1 2025, filed 15 May 2025.