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NIMC

Nierenberg Investment Management Company Portfolio holdings

AUM $201M
1-Year Est. Return 36.3%
This Fund
S&P 500
This Quarter Est. Return
-1.45%
1 Year Est. Return
+36.3%
3 Year Est. Return
+167.07%
5 Year Est. Return
+244.32%
10 Year Est. Return
–
AUM
$201M
AUM Growth
-$4.47M
Cap. Flow
+$1.64M
Cap. Flow %
0.81%
Top 10 Hldgs %
86.98%
Holding
54
New
7
Increased
11
Reduced
6
Closed
8

Top Buys

Rank Stock Value
1
KBR icon
KBR
KBR
+$12.8M
2
CART icon
Maplebear
CART
+$11.1M
3
LYFT icon
Lyft
LYFT
+$7.46M
4
CRTO icon
Criteo
CRTO
+$3.08M
5
FIVN icon
FIVE9
FIVN
+$2.36M

Top Sells

Rank Stock Value
1
RKT icon
Rocket Companies
RKT
+$16.5M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$9.05M
3
ECVT icon
Ecovyst
ECVT
+$2.23M
4
BKD icon
Brookdale Senior Living
BKD
+$2.17M
5
SEB icon
Seaboard Corp
SEB
+$1.27M

Sector Composition

Rank Sector Weight
1 Energy 18.39%
2 Technology 12.84%
3 Financials 12.19%
4 Communication Services 9.37%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
1
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$55.4M 27.51%
550,597
-90,000
-14% -$9.05M
EQT icon
2
EQT Corp
EQT
$33.2B
$33.9M 16.85%
533,363
– –
CRTO icon
3
Criteo
CRTO
$1.03B
$18.9M 9.37%
1,052,787
+163,899
+18% +$3.08M
LYFT icon
4
Lyft
LYFT
$5.39B
$17.2M 8.55%
1,295,623
+482,068
+59% +$7.46M
KBR icon
5
KBR
KBR
$4.68B
$14.2M 7.07%
386,443
+312,733
+424% +$12.8M
RVSB icon
6
Riverview Bancorp
RVSB
$107M
$11.2M 5.55%
2,032,775
– –
CART icon
7
Maplebear
CART
$9.92B
$10.9M 5.43%
+291,888
New +$11.1M
RKT icon
8
Rocket Companies
RKT
$36.9B
$6.12M 3.04%
429,631
-907,000
-68% -$16.5M
GDOT icon
9
Green Dot
GDOT
$753M
$3.8M 1.89%
339,110
– –
BKD icon
10
Brookdale Senior Living
BKD
$3.62B
$3.49M 1.73%
255,110
-155,000
-38% -$2.17M
DHC
11
Diversified Healthcare Trust
DHC
$2.26B
$3.03M 1.5%
456,110
– –
FIVN icon
12
FIVE9
FIVN
$1.77B
$2.06M 1.02%
+135,810
New +$2.36M
GLRE icon
13
Greenlight Captial
GLRE
$563M
$1.77M 0.88%
102,510
+46,955
+85% +$684K
CNXC icon
14
Concentrix
CNXC
$1.36B
$1.76M 0.88%
64,480
– –
FCN icon
15
FTI Consulting
FCN
$4.82B
$1.73M 0.86%
9,780
+225
+2% +$38.4K
EXE
16
Expand Energy Corp
EXE
$21.9B
$1.71M 0.85%
15,555
– –
TNDM icon
17
Tandem Diabetes Care
TNDM
$1.17B
$1.52M 0.76%
79,510
+34,955
+78% +$760K
CCRN
18
DELISTED
Cross Country Healthcare
CCRN
$1.36M 0.67%
+144,555
New +$1.29M
DXC icon
19
DXC Technology
DXC
$1.63B
$1.29M 0.64%
102,510
– –
HLX icon
20
Helix Energy Solutions
HLX
$1.46B
$1.23M 0.61%
124,450
– –
ADTN icon
21
Adtran
ADTN
$798M
$1.17M 0.58%
93,110
– –
OSK icon
22
Oshkosh
OSK
$9.67B
$846K 0.42%
5,750
– –
TTGT icon
23
TechTarget
TTGT
$246M
$787K 0.39%
202,910
+66,000
+48% +$304K
FORR icon
24
Forrester Research
FORR
$172M
$742K 0.37%
131,110
+119,555
+1,035% +$817K
OCFC icon
25
OceanFirst Financial
OCFC
$1.7B
$714K 0.35%
+39,555
New +$728K
1
2 3

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BFA
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MPM
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Nierenberg Investment Management Company's Q1 2026 Portfolio in Review

As of Q1 2026, Nierenberg Investment Management Company held 54 positions worth $201M, down 2.2% from $206M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Nierenberg Investment Management Company's Q1 2026 filing shows 7 new, 11 increased, 6 reduced and 8 closed positions. Its largest new stake was Maplebear: 291,888 shares worth $10.9M. The largest sale was Rocket Companies, an estimated $16.5M.

By sector, the portfolio is most concentrated in Energy at 18% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

  • Nierenberg Investment Management Company's largest Q1 2026 buy was Maplebear: 291,888 shares worth $10.9M.
  • Nierenberg Investment Management Company added most to KBR in Q1 2026, an estimated $12.8M increase.
  • Nierenberg Investment Management Company's biggest Q1 2026 reduction was Rocket Companies, cutting an estimated $16.5M.
  • Nierenberg Investment Management Company fully exited Ecovyst in Q1 2026, selling an estimated $2.23M.
  • Nierenberg Investment Management Company's ten largest holdings make up 87% of its $201M portfolio in Q1 2026.
  • Nierenberg Investment Management Company opened 7 new positions and closed 8 in Q1 2026.
  • Nierenberg Investment Management Company's portfolio value fell 2.2% quarter-over-quarter to $201M.

Based on Nierenberg Investment Management Company's 13F filing for Q1 2026, filed 13 May 2026.