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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
+10.8%
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
$286M
AUM Growth
-$16.5M
Cap. Flow
-$34.5M
Cap. Flow %
-12.08%
Top 10 Hldgs %
35.58%
Holding
130
New
28
Increased
18
Reduced
31
Closed
32

Top Buys

Rank Stock Value
1
APPS icon
Digital Turbine
APPS
+$7.92M
2
UTI icon
Universal Technical Institute
UTI
+$5.8M
3
EVLV icon
Evolv Technologies
EVLV
+$4.27M
4
MRCY icon
Mercury Systems
MRCY
+$3.35M
5
FWRG icon
First Watch Restaurant Group
FWRG
+$2.78M

Top Sells

Rank Stock Value
1
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$5.94M
2
PLUG icon
Plug Power
PLUG
+$5.86M
3
REAL icon
The RealReal
REAL
+$5.53M
4
IIIV icon
i3 Verticals
IIIV
+$4.22M
5
BBSI icon
Barrett Business Services
BBSI
+$3.77M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 17.12%
2 Technology 14.63%
3 Consumer Staples 12.09%
4 Industrials 11.01%
5 Energy 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LINC icon
26
Lincoln Educational Services
LINC
$1.37B
$4.36M 1.53%
180,675
+70,000
+63% +$1.53M
EVLV icon
27
Evolv Technologies
EVLV
$1.02B
$4.3M 1.5%
+600,000
New +$4.27M
SBLK icon
28
Star Bulk Carriers
SBLK
$3.2B
$3.92M 1.37%
203,800
+110,000
+117% +$2.05M
EZPW icon
29
Ezcorp Inc
EZPW
$1.86B
$3.88M 1.36%
200,000
-30,000
-13% -$566K
OSIS icon
30
OSI Systems
OSIS
$3.72B
$3.65M 1.28%
14,300
– –
MRCY icon
31
Mercury Systems
MRCY
$6.35B
$3.29M 1.15%
+45,000
New +$3.35M
AEM icon
32
Agnico Eagle Mines
AEM
$74.6B
$3.05M 1.07%
18,000
– –
GNSS icon
33
Genasys
GNSS
$78.3M
$2.88M 1.01%
1,343,225
-185,113
-12% -$415K
VICR icon
34
Vicor
VICR
$9.85B
$2.81M 0.98%
25,600
-3,500
-12% -$298K
AGI icon
35
Alamos Gold
AGI
$12B
$2.7M 0.95%
70,000
-20,000
-22% -$697K
MGRC icon
36
McGrath RentCorp
MGRC
$2.92B
$2.65M 0.93%
25,300
– –
BELFB
37
Bel Fuse Inc Class B
BELFB
$3.91B
$2.54M 0.89%
15,000
– –
MTUS icon
38
Metallus
MTUS
$851M
$2.49M 0.87%
145,000
-5,000
-3% -$85.7K
RMNI icon
39
Rimini Street
RMNI
$447M
$2.48M 0.87%
639,115
+34,475
+6% +$143K
EXE
40
Expand Energy Corp
EXE
$21.9B
$2.21M 0.77%
20,000
-5,000
-20% -$554K
VVX icon
41
V2X
VVX
$2.7B
$2.18M 0.76%
40,000
– –
NGD
42
DELISTED
New Gold Inc
NGD
$2.18M 0.76%
250,000
-50,000
-17% -$377K
AESI icon
43
Atlas Energy Solutions
AESI
$1.37B
$2.17M 0.76%
+230,000
New +$2.33M
DHT icon
44
DHT Holdings
DHT
$2.98B
$2.14M 0.75%
+175,000
New +$2.2M
KGC icon
45
Kinross Gold
KGC
$27.8B
$1.86M 0.65%
66,000
-34,000
-34% -$883K
FCX icon
46
Freeport-McMoran
FCX
$91.5B
$1.78M 0.62%
+35,000
New +$1.52M
ALM
47
Almonty Industries
ALM
$3.56B
$1.76M 0.62%
+200,000
New +$1.47M
OWLT icon
48
Owlet
OWLT
$158M
$1.62M 0.57%
+100,000
New +$1.13M
NOK icon
49
Nokia
NOK
$52.3B
$1.62M 0.57%
+250,000
New +$1.55M
PXED
50
Phoenix Education Partners
PXED
$1.03B
$1.36M 0.48%
+45,000
New +$1.51M
1
2
3 4 5

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Manatuck Hill Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Manatuck Hill Partners held 130 positions worth $286M, down 5.5% from $302M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Manatuck Hill Partners withdrew a net $34.5M in Q4 2025, closing 32 positions and reducing 31 holdings. Its most notable exit was Plug Power, an estimated $5.86M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 17% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Manatuck Hill Partners opened a new position in Evolv Technologies worth $4.3M.

  • Manatuck Hill Partners's largest Q4 2025 buy was Evolv Technologies: 600,000 shares worth $4.3M.
  • Manatuck Hill Partners added most to Digital Turbine in Q4 2025, an estimated $7.92M increase.
  • Manatuck Hill Partners's biggest Q4 2025 reduction was abrdn Physical Palladium Shares ETF, cutting an estimated $5.94M.
  • Manatuck Hill Partners fully exited Plug Power in Q4 2025, selling an estimated $5.86M.
  • Manatuck Hill Partners's ten largest holdings make up 36% of its $286M portfolio in Q4 2025.
  • Manatuck Hill Partners opened 28 new positions and closed 32 in Q4 2025.
  • Manatuck Hill Partners's portfolio value fell 5.5% quarter-over-quarter to $286M.

Based on Manatuck Hill Partners's 13F filing for Q4 2025, filed 17 Feb 2026.