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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
+688.92%
10 Year Est. Return
+13,037.52%
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
XME icon
126
State Street SPDR S&P Metals & Mining ETF
XME
$4.23B
– –
-30,000
Closed -$2.8M
CTRI icon
127
Centuri Holdings
CTRI
$2.26B
– –
-50,000
Closed -$1.06M
INR
128
Infinity Natural Resources
INR
$241M
– –
-50,000
Closed -$656K
TBCH
129
Turtle Beach Corp
TBCH
$259M
– –
-210,000
Closed -$3.34M
TGEN
130
Tecogen Inc
TGEN
$113M
– –
-50,000
Closed -$441K
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.