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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
KRUS icon
51
Kura Sushi USA
KRUS
$580M
$1.31M 0.46%
+25,000
New +$1.36M
PSTL
52
Postal Realty Trust
PSTL
$698M
$1.29M 0.45%
80,200
+20,200
+34% +$311K
HUBG icon
53
HUB Group
HUBG
$2.83B
$1.28M 0.45%
+30,000
New +$1.14M
BSX icon
54
Boston Scientific
BSX
$71.1B
$1.21M 0.43%
12,738
– –
RGLD icon
55
Royal Gold
RGLD
$17.1B
$1.16M 0.41%
+5,225
New +$1.04M
SBSW icon
56
Sibanye-Stillwater
SBSW
$6.77B
$1.14M 0.4%
80,000
-20,000
-20% -$242K
HSHP
57
Himalaya Shipping
HSHP
$736M
$1.14M 0.4%
125,000
– –
SB icon
58
Safe Bulkers
SB
$803M
$1.08M 0.38%
225,000
– –
INDA icon
59
iShares MSCI India ETF
INDA
$6.65B
$1.08M 0.38%
+20,000
New +$1.08M
XGN icon
60
Exagen
XGN
$156M
$1.06M 0.37%
175,000
– –
AA icon
61
Alcoa
AA
$12.4B
$1.06M 0.37%
+20,000
New +$818K
RRC icon
62
Range Resources
RRC
$9.43B
$1.06M 0.37%
30,000
-20,000
-40% -$745K
INSW icon
63
International Seaways
INSW
$4.71B
$971K 0.34%
+20,000
New +$989K
WPM icon
64
Wheaton Precious Metals
WPM
$50.8B
$940K 0.33%
8,000
-7,000
-47% -$750K
AEYE icon
65
AudioEye
AEYE
$73.8M
$902K 0.32%
90,300
-61,300
-40% -$788K
TBN
66
Tamboran Resources
TBN
$1.13B
$874K 0.31%
+32,100
New +$816K
AVNW icon
67
Aviat Networks
AVNW
$265M
$872K 0.31%
40,800
-49,500
-55% -$1.1M
LSTR icon
68
Landstar System
LSTR
$6B
$862K 0.3%
+6,000
New +$799K
EAT icon
69
Brinker International
EAT
$9.66B
$861K 0.3%
+6,000
New +$786K
PALL icon
70
abrdn Physical Palladium Shares ETF
PALL
$652M
$858K 0.3%
29,500
-220,500
-88% -$5.94M
WFRD icon
71
Weatherford International
WFRD
$6.41B
$783K 0.27%
10,000
– –
IBIT icon
72
iShares Bitcoin Trust
IBIT
$47.3B
$745K 0.26%
+15,000
New +$852K
CNX icon
73
CNX Resources
CNX
$5.27B
$735K 0.26%
20,000
– –
APA icon
74
APA Corp
APA
$13B
$734K 0.26%
30,000
+5,000
+20% +$121K
III icon
75
Information Services Group
III
$205M
$733K 0.26%
126,800
-48,800
-28% -$274K
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.