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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
+20.21%
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
$266M
AUM Growth
+$48.7M
(+22%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
7.91%
Top 10 Holdings %
Top 10 Hldgs %
26.71%
Holding
142
New
47
Increased
22
Reduced
22
Closed
27
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
abrdn Physical Palladium Shares ETF
PALL
|
+$5.87M |
| 2 |
First Watch Restaurant Group
FWRG
|
+$3.36M |
| 3 |
Herbalife
HLF
|
+$3.34M |
| 4 |
American Public Education
APEI
|
+$3.04M |
| 5 |
OptimizeRx
OPRX
|
+$2.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$7.47M |
| 2 |
Sprott Physical Gold
PHYS
|
+$3.77M |
| 3 |
Andersons Inc
ANDE
|
+$3.57M |
| 4 |
iShares US Transportation ETF
IYT
|
+$3.2M |
| 5 |
AIOT
PowerFleet Inc
AIOT
|
+$3.09M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.27% |
| 2 | Consumer Discretionary | 15.96% |
| 3 | Communication Services | 11.92% |
| 4 | Healthcare | 10.41% |
| 5 | Consumer Staples | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
AirSculpt Technologies
AIRS
$346M
| $483K | 0.18% |
+100,000
| New | +$340K |
|
102
Rimini Street
RMNI
$451M
| $455K | 0.17% |
+120,600
| New | +$403K |
|
103
Shoals Technologies Group
SHLS
$1.57B
| $425K | 0.16% |
+100,000
| New | +$435K |
|
|
OLPX
104
DELISTED
Olaplex Holdings
OLPX
| $408K | 0.15% |
291,698
-931,106
| -76% | -$1.21M |
|
105
SoundThinking
SSTI
$101M
| $402K | 0.15% |
+30,800
| New | +$480K |
|
106
Crawford & Co Class A
CRD.A
$543M
| $321K | 0.12% |
+30,300
| New | +$322K |
|
107
Lantronix
LTRX
$250M
| $302K | 0.11% |
+105,200
| New | +$239K |
|
108
Acme United Corp
ACU
$218M
| $284K | 0.11% |
6,855
-13,200
| -66% | -$519K |
|
109
Cinemark Holdings
CNK
$4.38B
| $278K | 0.1% |
+9,200
| New | +$278K |
|
110
Fennec Pharmaceuticals
FENC
$331M
| $251K | 0.09% |
+30,200
| New | +$207K |
|
111
Neuraxis
NRXS
$81.9M
| $122K | 0.05% |
+50,416
| New | +$118K |
|
112
OraSure Technologies
OSUR
$286M
| $90K | 0.03% |
30,000
| – | – |
|
113
Marchex
MCHX
$80.6M
| $87.6K | 0.03% |
+40,000
| New | +$65.8K |
|
|
BLDP
114
Ballard Power Systems
BLDP
$805M
| $66K | 0.02% |
41,500
| – | – |
|
115
Plug Power
PLUG
$2.87B
| $23.5K | 0.01% |
15,750
| – | – |
|
|
116
Andersons Inc
ANDE
$2.4B
| – | – |
-83,248
| Closed | -$3.57M |
|
|
BELFB
117
Bel Fuse Inc Class B
BELFB
$3.78B
| – | – |
-7,000
| Closed | -$524K |
|
118
Brookdale Senior Living
BKD
$3.49B
| – | – |
-100,000
| Closed | -$626K |
|
119
Compañía de Minas Buenaventura
BVN
$7.68B
| – | – |
-86,200
| Closed | -$1.35M |
|
120
Ceco Environmental
CECO
$3.94B
| – | – |
-73,300
| Closed | -$1.67M |
|
121
Crexendo
CXDO
$232M
| – | – |
-100,000
| Closed | -$487K |
|
122
Dave Inc
DAVE
$5.1B
| – | – |
-9,500
| Closed | -$785K |
|
|
123
iShares US Transportation ETF
IYT
$2.25B
| – | – |
-50,000
| Closed | -$3.2M |
|
124
Kyndryl
KD
$3.09B
| – | – |
-35,000
| Closed | -$1.1M |
|
125
Kopin
KOPN
$691M
| – | – |
-533,100
| Closed | -$497K |
|
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Manatuck Hill Partners's Q2 2025 Portfolio in Review
As of Q2 2025, Manatuck Hill Partners held 142 positions worth $266M, up 22% from $217M the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Manatuck Hill Partners deployed $21M of net new capital in Q2 2025, opening 47 new positions and adding to 22 existing holdings. Its largest new stake was abrdn Physical Palladium Shares ETF: 325,000 shares worth $6.54M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was Sprott Physical Gold, an estimated $3.77M trimmed.
- Manatuck Hill Partners's largest Q2 2025 buy was abrdn Physical Palladium Shares ETF: 325,000 shares worth $6.54M.
- Manatuck Hill Partners added most to OptimizeRx in Q2 2025, an estimated $2.9M increase.
- Manatuck Hill Partners's biggest Q2 2025 reduction was Sprott Physical Gold, cutting an estimated $3.77M.
- Manatuck Hill Partners fully exited State Street Financial Select Sector SPDR ETF in Q2 2025, selling an estimated $7.47M.
- Manatuck Hill Partners's ten largest holdings make up 27% of its $266M portfolio in Q2 2025.
- Manatuck Hill Partners opened 47 new positions and closed 27 in Q2 2025.
- Manatuck Hill Partners's portfolio value rose 22% quarter-over-quarter to $266M.
Based on Manatuck Hill Partners's 13F filing for Q2 2025, filed 14 Aug 2025.