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NIMC

Nierenberg Investment Management Company Portfolio holdings

AUM $201M
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
+13.01%
1 Year Est. Return
+20.14%
3 Year Est. Return
+134.68%
5 Year Est. Return
+239.47%
10 Year Est. Return
–
AUM
$180M
AUM Growth
+$3.74M
Cap. Flow
-$15M
Cap. Flow %
-8.35%
Top 10 Hldgs %
82.1%
Holding
58
New
4
Increased
8
Reduced
5
Closed
7

Top Buys

Rank Stock Value
1
CRTO icon
Criteo S.A. Ordinary Shares
CRTO
+$2.69M
2
EXE
Expand Energy Corp
EXE
+$1.78M
3
CNXC icon
Concentrix
CNXC
+$1.34M
4
RVSB icon
Riverview Bancorp
RVSB
+$1.16M
5
PLPC icon
Preformed Line Products
PLPC
+$591K

Top Sells

Rank Stock Value
1
FLR icon
Fluor
FLR
+$16.3M
2
SWN
Southwestern Energy Company
SWN
+$1.42M
3
HELE icon
Helen of Troy
HELE
+$933K
4
PINC
Premier
PINC
+$740K
5
TPC
Tutor Perini Cor
TPC
+$679K

Sector Composition

Rank Sector Weight
1 Financials 31.59%
2 Technology 18.32%
3 Energy 16.23%
4 Consumer Discretionary 16.18%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHC
26
Diversified Healthcare Trust
DHC
$2.02B
$1.05M 0.58%
456,110
– –
APP icon
27
Applovin
APP
$102B
$827K 0.46%
2,555
-2,000
-44% -$506K
BKD icon
28
Brookdale Senior Living
BKD
$3.1B
$805K 0.45%
160,110
– –
CYH icon
29
CALL
Community Health Systems
CYH
$410M
$598K 0.33%
200,100
– –
MTRX icon
30
Matrix Service
MTRX
$330M
$593K 0.33%
49,555
– –
PLPC icon
31
Preformed Line Products
PLPC
$2.29B
$582K 0.32%
+4,555
New +$591K
ARHS icon
32
Arhaus
ARHS
$1.37B
$558K 0.31%
59,310
– –
PLAB icon
33
Photronics
PLAB
$1.97B
$550K 0.31%
23,330
– –
OSK icon
34
Oshkosh
OSK
$9.61B
$547K 0.3%
5,750
+195
+4% +$20.4K
DXC icon
35
DXC Technology
DXC
$1.71B
$271K 0.15%
13,555
– –
SUP
36
DELISTED
Superior Industries International
SUP
$263K 0.15%
128,793
+17,238
+15% +$43.4K
VISN
37
CALL
Vistance Networks Inc
VISN
$2.67B
$261K 0.14%
50,000
– –
PFIE
38
DELISTED
Profire Energy, Inc
PFIE
$184K 0.1%
72,555
– –
BGFV
39
DELISTED
Big 5 Sporting Goods
BGFV
$121K 0.07%
+67,555
New +$124K
OIS icon
40
Oil States International
OIS
$536M
$119K 0.07%
+23,555
New +$117K
ARRY icon
41
Array Technologies
ARRY
$799M
$118K 0.07%
19,555
– –
UFI icon
42
UNIFI
UFI
$127M
$110K 0.06%
17,555
– –
FFWM
43
DELISTED
First Foundation Inc
FFWM
$96.6K 0.05%
15,555
– –
SCYX icon
44
SCYNEXIS
SCYX
$47.9M
$91.4K 0.05%
9,444
– –
ENZ
45
DELISTED
Enzo Biochem, Inc.
ENZ
$63.3K 0.04%
88,555
– –
NAGE
46
Niagen Bioscience
NAGE
$242M
$61.3K 0.03%
11,555
– –
WTI icon
47
W&T Offshore
WTI
$555M
$22.5K 0.01%
13,555
– –
OLPX
48
DELISTED
Olaplex Holdings
OLPX
$21.7K 0.01%
12,555
– –
CYH icon
49
Community Health Systems
CYH
$410M
$16.6K 0.01%
5,555
-150,000
-96% -$630K
VISN
50
Vistance Networks Inc
VISN
$2.67B
$13.3K 0.01%
2,555
– –
1
2
3

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LWMI
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RCM
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SG
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MFG
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FFC
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Nierenberg Investment Management Company's Q4 2024 Portfolio in Review

As of Q4 2024, Nierenberg Investment Management Company held 58 positions worth $180M, up 2.1% from $176M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Nierenberg Investment Management Company withdrew a net $15M in Q4 2024, closing 7 positions and reducing 5 holdings. Its most notable exit was Southwestern Energy Company, an estimated $1.42M position sold in full.

By sector, the portfolio is most concentrated in Financials at 32% of assets, up from 29% a quarter earlier, followed by Technology and Energy.

Against the trend, Nierenberg Investment Management Company opened a new position in Criteo S.A. Ordinary Shares worth $2.67M.

  • Nierenberg Investment Management Company's largest Q4 2024 buy was Criteo S.A. Ordinary Shares: 67,555 shares worth $2.67M.
  • Nierenberg Investment Management Company added most to Expand Energy Corp in Q4 2024, an estimated $1.78M increase.
  • Nierenberg Investment Management Company's biggest Q4 2024 reduction was Fluor, cutting an estimated $16.3M.
  • Nierenberg Investment Management Company fully exited Southwestern Energy Company in Q4 2024, selling an estimated $1.42M.
  • Nierenberg Investment Management Company's ten largest holdings make up 82% of its $180M portfolio in Q4 2024.
  • Nierenberg Investment Management Company opened 4 new positions and closed 7 in Q4 2024.
  • Nierenberg Investment Management Company's portfolio value rose 2.1% quarter-over-quarter to $180M.

Based on Nierenberg Investment Management Company's 13F filing for Q4 2024, filed 13 Feb 2025.