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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
BABA icon
101
Alibaba
BABA
$308B
– –
-8,000
Closed -$1.43M
BBSI icon
102
Barrett Business Services
BBSI
$990M
– –
-85,000
Closed -$3.77M
BC icon
103
Brunswick
BC
$5.47B
– –
-46,000
Closed -$2.91M
BG icon
104
Bunge Global
BG
$20.7B
– –
-15,500
Closed -$1.26M
SRTA
105
Strata Critical Medical Inc
SRTA
$515M
– –
-100,000
Closed -$506K
BLDP
106
Ballard Power Systems
BLDP
$799M
– –
-41,500
Closed -$113K
BLZE icon
107
Backblaze
BLZE
$1.15B
– –
-60,000
Closed -$557K
CCJ icon
108
Cameco
CCJ
$41.3B
– –
-39,800
Closed -$3.34M
DXLG icon
109
Destination XL Group
DXLG
$31.5M
– –
-181,400
Closed -$238K
HCSG icon
110
Healthcare Services Group
HCSG
$1.58B
– –
-200,000
Closed -$3.37M
HLMN icon
111
Hillman Solutions
HLMN
$1.83B
– –
-345,000
Closed -$3.17M
HYG icon
112
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
– –
-100,000
Closed -$8.12M
IIIV icon
113
i3 Verticals
IIIV
$435M
– –
-130,000
Closed -$4.22M
KVHI icon
114
KVH Industries
KVHI
$189M
– –
-79,806
Closed -$447K
KWEB icon
115
KraneShares CSI China Internet ETF
KWEB
$5.65B
– –
-75,000
Closed -$3.15M
NATR icon
116
Nature's Sunshine
NATR
$353M
– –
-102,796
Closed -$1.6M
NCMI icon
117
National CineMedia
NCMI
$384M
– –
-20,600
Closed -$92.9K
NE icon
118
Noble Corp
NE
$6.4B
– –
-25,000
Closed -$707K
PLUG icon
119
Plug Power
PLUG
$2.9B
– –
-2,515,750
Closed -$5.86M
PPLT
120
abrdn Physical Platinum Shares ETF
PPLT
$2B
– –
-250,000
Closed -$3.57M
PUBM icon
121
PubMatic
PUBM
$631M
– –
-200,000
Closed -$1.66M
RAMP icon
122
LiveRamp
RAMP
$2.3B
– –
-20,000
Closed -$543K
SAND
123
DELISTED
Sandstorm Gold
SAND
– –
-83,600
Closed -$1.05M
SSTI icon
124
SoundThinking
SSTI
$101M
– –
-59,160
Closed -$713K
TOI icon
125
The Oncology Institute
TOI
$513M
– –
-629,800
Closed -$2.2M
2 3 4
5
6

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FAFC
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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.