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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
PBPB
1
DELISTED
Potbelly
PBPB
$50.8M 21.7%
2,980,564
– –
EQT icon
2
EQT Corp
EQT
$33.8B
$29.2M 12.48%
536,693
– –
COOP
3
DELISTED
Mr. Cooper
COOP
$26.6M 11.36%
126,121
-169,933
-57% -$31.3M
LYFT icon
4
Lyft
LYFT
$6.28B
$17.9M 7.65%
813,555
+771,000
+1,812% +$12.9M
SPY icon
5
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$16.7M 7.12%
+25,000
New +$16M
RVSB icon
6
Riverview Bancorp
RVSB
$106M
$10.9M 4.67%
2,032,775
+95,000
+5% +$494K
QQQ icon
7
PUT
Invesco QQQ Trust
QQQ
$481B
$10.3M 4.39%
17,100
+11,000
+180% +$6.3M
CRTO icon
8
Criteo S.A. Ordinary Shares
CRTO
$872M
$9.6M 4.1%
424,959
-110,743
-21% -$2.59M
GEV icon
9
PUT
GE Vernova
GEV
$277B
$6.89M 2.94%
11,200
+2,000
+22% +$1.21M
GDOT icon
10
Green Dot
GDOT
$766M
$4.55M 1.95%
339,110
– –
NVDA icon
11
PUT
NVIDIA
NVDA
$5.43T
$4.25M 1.82%
22,800
+12,000
+111% +$2.09M
BKD icon
12
Brookdale Senior Living
BKD
$3.1B
$3.47M 1.48%
410,110
– –
AVGO icon
13
PUT
Broadcom
AVGO
$1.98T
$3.37M 1.44%
10,200
+7,000
+219% +$2.15M
ADTN icon
14
Adtran
ADTN
$665M
$3.22M 1.38%
343,110
– –
VRT icon
15
PUT
Vertiv
VRT
$111B
$3.2M 1.37%
21,200
+12,000
+130% +$1.6M
ANET icon
16
PUT
Arista Networks
ANET
$265B
$2.71M 1.16%
18,600
+13,000
+232% +$1.67M
KBR icon
17
KBR
KBR
$4.8B
$2.54M 1.09%
53,710
– –
CEG icon
18
PUT
Constellation Energy
CEG
$98.7B
$2.34M 1%
7,100
+2,000
+39% +$645K
CNXC icon
19
Concentrix
CNXC
$1.5B
$2.33M 1%
50,480
– –
DHC
20
Diversified Healthcare Trust
DHC
$2.02B
$2.01M 0.86%
456,110
– –
ECVT icon
21
Ecovyst
ECVT
$1.09B
$2M 0.86%
228,810
– –
MTCH icon
22
Match Group
MTCH
$8.4B
$2M 0.86%
56,680
– –
EXE
23
Expand Energy Corp
EXE
$22.3B
$1.65M 0.71%
15,555
– –
TPC
24
Tutor Perini Cor
TPC
$5.05B
$1.62M 0.69%
24,680
-20,000
-45% -$1.11M
EXE
25
CALL
Expand Energy Corp
EXE
$22.3B
$1.49M 0.64%
14,000
– –
1
2 3

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RCM
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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.