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Nierenberg Investment Management Company, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001282683

$201.4M

disclosed book value

35

positions

23%

largest position share

Positions, as of 2026-06-30

top 35 of 35 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SGOVISHARES TR461,047$46.4M23%
2EQTEQT CORP533,363$28.4M14.1%
3CRTOEURCRITEO S A1.1M$19.2M9.6%
4LYFTLYFT INC1.3M$18.9M9.4%
5CARTMAPLEBEAR INC291,888$13.8M6.9%
6KBRKBR INC386,443$13.3M6.6%
7RVSBRIVERVIEW BANCORP INC2.0M$11.0M5.5%
8FCNFTI CONSULTING INC73,887$11.0M5.5%
9RKTROCKET COS INC429,631$6.8M3.4%
10GDOTGREEN DOT CORP339,110$4.6M2.3%
11DHCDIVERSIFIED HEALTHCARE TR456,110$4.2M2.1%
12BKDBROOKDALE SR LIVING INC255,110$4.1M2%
13FIVNFIVE9 INC135,810$2.9M1.4%
14TNDMTANDEM DIABETES CARE INC158,910$2.4M1.2%
15HAEHAEMONETICS CORP MASS26,280$2.0M1%
16GREENLIGHT CAP RE LTD102,510$1.7M0.8%
17REIRING ENERGY INC1.4M$1.5M0.8%
18CNXCCONCENTRIX CORP64,480$1.4M0.7%
19EXEEXPAND ENERGY CORPORATION15,555$1.4M0.7%
20FORRFORRESTER RESH INC131,110$1.1M0.5%
21HLXHELIX ENERGY SOLUTIONS GRP I124,450$1.1M0.5%
22DXCDXC TECHNOLOGY CO102,510$907,2140.5%
23OSKOSHKOSH CORP5,750$882,5100.4%
24TTECTTEC HLDGS INC255,555$495,7770.2%
25TTGTTECHTARGET INC136,910$492,8760.2%
26FLRFLUOR CORP6,555$343,4160.2%
27DHXDHI GROUP INC84,555$313,6990.2%
28OSURORASURE TECHNOLOGIES INC55,555$247,7750.1%
29ARHSARHAUS INC12,310$103,6500.1%
30OISOIL STS INTL INC11,555$92,5560%
31TALKSPACE INC11,555$60,0860%
32NNBRNN INC13,555$48,6620%
33CTMXCYTOMX THERAPEUTICS INC.12,555$47,0810%
34WTIW & T OFFSHORE INC13,555$42,6980%
35CNDTCONDUENT INC17,555$25,6300%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.