Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Nierenberg Investment Management Company, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Nierenberg Investment Management Company, Inc. (CIK 1282683) reported $201.4M across 35 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SGOV ($46.4M, 23.04%), EQT ($28.4M, 14.08%), CRTO ($19.2M, 9.55%), LYFT ($18.9M, 9.40%), CART ($13.8M, 6.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SGOVISHARES TR$46.4M23.04%461,047Trimmed
2EQTEQT CORP$28.4M14.08%533,363Hold
3CRTOCRITEO S A$19.2M9.55%1.1MHold
4LYFTLYFT INC$18.9M9.40%1.3MHold
5CARTMAPLEBEAR INC$13.8M6.86%291,888Hold
6KBRKBR INC$13.3M6.62%386,443Hold
7RVSBRIVERVIEW BANCORP INC$11.0M5.48%2.0MHold
8FCNFTI CONSULTING INC$11.0M5.47%73,887Added
9RKTROCKET COS INC$6.8M3.36%429,631Hold
10GDOTGREEN DOT CORP$4.6M2.27%339,110Hold
11DHCDIVERSIFIED HEALTHCARE TR$4.2M2.11%456,110Hold
12BKDBROOKDALE SR LIVING INC$4.1M2.04%255,110Hold
13FIVNFIVE9 INC$2.9M1.44%135,810Hold
14TNDMTANDEM DIABETES CARE INC$2.4M1.19%158,910Added
15HAEHAEMONETICS CORP MASS$2.0M0.98%26,280New
16GLREGREENLIGHT CAP RE LTD$1.7M0.82%102,510Hold
17REIRING ENERGY INC$1.5M0.75%1.4MNew
18CNXCCONCENTRIX CORP$1.4M0.72%64,480Trimmed
19EXEEXPAND ENERGY CORPORATION$1.4M0.70%15,555Hold
20FORRFORRESTER RESH INC$1.1M0.55%131,110Hold
21HLXHELIX ENERGY SOLUTIONS GRP I$1.1M0.54%124,450Hold
22DXCDXC TECHNOLOGY CO$907,2140.45%102,510Hold
23OSKOSHKOSH CORP$882,5100.44%5,750Hold
24TTECTTEC HLDGS INC$495,7770.25%255,555Hold
25TTGTTECHTARGET INC$492,8760.24%136,910Trimmed

Source: SEC Form 13F filings · as of 2026-06-30