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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
OSS icon
76
One Stop Systems
OSS
$325M
$718K 0.25%
100,000
+50,000
+100% +$296K
STZ icon
77
Constellation Brands
STZ
$22.3B
$690K 0.24%
+5,000
New +$686K
GRPN icon
78
Groupon
GRPN
$1.04B
$678K 0.24%
+38,500
New +$725K
EOG icon
79
EOG Resources
EOG
$71.5B
$630K 0.22%
6,000
+1,000
+20% +$107K
ONEW icon
80
OneWater Marine
ONEW
$209M
$462K 0.16%
+42,700
New +$570K
LGCY
81
Legacy Education Inc
LGCY
$152M
$454K 0.16%
44,600
– –
CSX icon
82
CSX Corp
CSX
$94.7B
$435K 0.15%
+12,000
New +$429K
CTRA
83
DELISTED
Coterra Energy
CTRA
$395K 0.14%
15,000
– –
STRR
84
Star Equity Holdings
STRR
$42.5M
$358K 0.13%
31,800
-10,800
-25% -$116K
DVN icon
85
Devon Energy
DVN
$48.5B
$337K 0.12%
9,200
-20,800
-69% -$726K
TISI icon
86
Team
TISI
$78M
$313K 0.11%
22,182
-49,893
-69% -$748K
LTRX icon
87
Lantronix
LTRX
$263M
$293K 0.1%
50,000
-200,200
-80% -$1.04M
GAIA icon
88
Gaia
GAIA
$48.1M
$290K 0.1%
+80,000
New +$366K
FRO icon
89
Frontline
FRO
$8.45B
$290K 0.1%
+13,300
New +$311K
ACU icon
90
Acme United Corp
ACU
$211M
$276K 0.1%
6,855
– –
GWW icon
91
W.W. Grainger
GWW
$60.7B
$272K 0.1%
+270
New +$262K
OII icon
92
Oceaneering
OII
$4.78B
$255K 0.09%
10,600
-29,400
-74% -$710K
ARLO icon
93
Arlo Technologies
ARLO
$1.73B
$238K 0.08%
+17,000
New +$268K
AR icon
94
Antero Resources
AR
$10.6B
$214K 0.07%
6,200
-13,800
-69% -$467K
TDW icon
95
Tidewater
TDW
$3.85B
$207K 0.07%
4,100
+200
+5% +$10.6K
SWAG icon
96
Stran & Co
SWAG
$36.3M
$177K 0.06%
106,866
-101,834
-49% -$199K
PRE icon
97
Prenetics Global
PRE
$314M
$170K 0.06%
+10,800
New +$157K
OSUR icon
98
OraSure Technologies
OSUR
$286M
$72.6K 0.03%
30,000
– –
ADTN icon
99
Adtran
ADTN
$641M
– –
-142,539
Closed -$1.34M
AENT icon
100
Alliance Entertainment
AENT
$284M
– –
-25,000
Closed -$170K
2 3
4
5 6

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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.