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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
+35.28%
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
$244M
AUM Growth
-$28.9M
Cap. Flow
-$63.3M
Cap. Flow %
-25.96%
Top 10 Hldgs %
38.29%
Holding
158
New
38
Increased
21
Reduced
27
Closed
50

Top Buys

Rank Stock Value
1
SHYF
The Shyft Group
SHYF
+$3.54M
2
GME icon
GameStop
GME
+$3.41M
3
SRTA
Strata Critical Medical Inc
SRTA
+$2.28M
4
CTLP
Cantaloupe
CTLP
+$1.92M
5
OUST icon
Ouster
OUST
+$1.85M

Top Sells

Rank Stock Value
1
REAL icon
The RealReal
REAL
+$8.51M
2
TREE icon
LendingTree
TREE
+$7.57M
3
OII icon
Oceaneering
OII
+$5.96M
4
PGY icon
Pagaya Technologies
PGY
+$5.29M
5
MGNI icon
Magnite
MGNI
+$4.41M

Sector Composition

Rank Sector Weight
1 Technology 19.12%
2 Consumer Discretionary 15.4%
3 Financials 12.82%
4 Industrials 12.14%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TREE icon
151
LendingTree
TREE
$475M
– –
-130,500
Closed -$7.57M
TRMD icon
152
TORM
TRMD
$2.93B
– –
-20,000
Closed -$684K
TRNS icon
153
Transcat
TRNS
$877M
– –
-10,000
Closed -$1.21M
TWLO icon
154
Twilio
TWLO
$29.3B
– –
-10,000
Closed -$652K
UEIC icon
155
Universal Electronics
UEIC
$60.1M
– –
-72,200
Closed -$666K
WULF icon
156
TeraWulf
WULF
$8.95B
– –
-141,600
Closed -$663K
BODI icon
157
The Beachbody Company
BODI
$79.2M
– –
-80,000
Closed -$458K
GRDN
158
Guardian Pharmacy Services
GRDN
$2.56B
– –
-23,436
Closed -$394K
3 4 5 6
7

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Manatuck Hill Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Manatuck Hill Partners held 158 positions worth $244M, down 11% from $273M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Manatuck Hill Partners withdrew a net $63.3M in Q4 2024, closing 50 positions and reducing 27 holdings. Its most notable exit was LendingTree, an estimated $7.57M position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 21% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Manatuck Hill Partners opened a new position in GameStop worth $4.16M.

  • Manatuck Hill Partners's largest Q4 2024 buy was GameStop: 132,800 shares worth $4.16M.
  • Manatuck Hill Partners added most to The Shyft Group in Q4 2024, an estimated $3.54M increase.
  • Manatuck Hill Partners's biggest Q4 2024 reduction was The RealReal, cutting an estimated $8.51M.
  • Manatuck Hill Partners fully exited LendingTree in Q4 2024, selling an estimated $7.57M.
  • Manatuck Hill Partners's ten largest holdings make up 38% of its $244M portfolio in Q4 2024.
  • Manatuck Hill Partners opened 38 new positions and closed 50 in Q4 2024.
  • Manatuck Hill Partners's portfolio value fell 11% quarter-over-quarter to $244M.

Based on Manatuck Hill Partners's 13F filing for Q4 2024, filed 14 Feb 2025.