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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 S.A. Ordinary Shares
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
SEB icon
51
Seaboard Corp
SEB
$4.06B
– –
-286
Closed -$1.27M
VRT icon
52
Vertiv
VRT
$105B
– –
-7,000
Closed -$1.13M
GEV icon
53
PUT
GE Vernova
GEV
$264B
– –
-7,600
Closed -$4.97M
EXE
54
CALL
Expand Energy Corp
EXE
$21.5B
– –
-14,000
Closed -$1.55M
1 2
3

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NME
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FB
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LWMI
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SG
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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.