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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
+21.29%
1 Year Est. Return
+20.14%
3 Year Est. Return
+134.68%
5 Year Est. Return
+239.47%
10 Year Est. Return
–
AUM
$234M
AUM Growth
+$45.8M
Cap. Flow
+$10.2M
Cap. Flow %
4.38%
Top 10 Hldgs %
78.37%
Holding
56
New
7
Increased
11
Reduced
5
Closed
4

Top Buys

Rank Stock Value
1
LYFT icon
Lyft
LYFT
+$12.9M
2
DXC icon
DXC Technology
DXC
+$1.22M
3
TTGT icon
TechTarget
TTGT
+$739K
4
RVSB icon
Riverview Bancorp
RVSB
+$494K
5
ACH
Accendra Health
ACH
+$175K

Top Sells

Rank Stock Value
1
COOP
Mr. Cooper
COOP
+$31.3M
2
CRTO icon
Criteo S.A. Ordinary Shares
CRTO
+$2.59M
3
TPC
Tutor Perini Cor
TPC
+$1.11M
4
HOPE icon
Hope Bancorp
HOPE
+$1.07M
5
WNC icon
Wabash National
WNC
+$694K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 21.98%
2 Financials 18.34%
3 Energy 14.31%
4 Technology 11.12%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WTI icon
51
W&T Offshore
WTI
$555M
$24.7K 0.01%
13,555
– –
OLPX
52
DELISTED
Olaplex Holdings
OLPX
$16.4K 0.01%
12,555
– –
BRY
53
DELISTED
Berry Corp
BRY
– –
-5,555
Closed -$18K
DHX icon
54
DHI Group
DHX
$166M
– –
-44,555
Closed -$132K
HOPE icon
55
Hope Bancorp
HOPE
$1.83B
– –
-99,555
Closed -$1.07M
PLAB icon
56
Photronics
PLAB
$1.97B
– –
-34,330
Closed -$646K
1 2
3

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Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
LWMI
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RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
SG
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MFG
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RM
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FFC
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Nierenberg Investment Management Company's Q3 2025 Portfolio in Review

As of Q3 2025, Nierenberg Investment Management Company held 56 positions worth $234M, up 24% from $188M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Nierenberg Investment Management Company deployed $10.2M of net new capital in Q3 2025, opening 7 new positions and adding to 11 existing holdings. Its largest new stake was TechTarget: 111,555 shares worth $648K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, up from 20% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was Mr. Cooper, an estimated $31.3M trimmed.

  • Nierenberg Investment Management Company's largest Q3 2025 buy was TechTarget: 111,555 shares worth $648K.
  • Nierenberg Investment Management Company added most to Lyft in Q3 2025, an estimated $12.9M increase.
  • Nierenberg Investment Management Company's biggest Q3 2025 reduction was Mr. Cooper, cutting an estimated $31.3M.
  • Nierenberg Investment Management Company fully exited Hope Bancorp in Q3 2025, selling an estimated $1.07M.
  • Nierenberg Investment Management Company's ten largest holdings make up 78% of its $234M portfolio in Q3 2025.
  • Nierenberg Investment Management Company opened 7 new positions and closed 4 in Q3 2025.
  • Nierenberg Investment Management Company's portfolio value rose 24% quarter-over-quarter to $234M.

Based on Nierenberg Investment Management Company's 13F filing for Q3 2025, filed 12 Nov 2025.