Nierenberg Investment Management Company, Inc. Top Holdings and 13F Report (2025) About Nierenberg Investment Management Company, Inc.Investment ActivityNierenberg Investment Management Company, Inc. has $188.23 million in total holdings as of June 30, 2025.Nierenberg Investment Management Company, Inc. owns shares of 47 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 6.89% of the portfolio was purchased this quarter.About 18.05% of the portfolio was sold this quarter.This quarter, Nierenberg Investment Management Company, Inc. has purchased 55 new stocks and bought additional shares in 5 stocks.Nierenberg Investment Management Company, Inc. sold shares of 9 stocks and completely divested from 11 stocks this quarter.Largest Holdings Mr. Cooper Group $44,174,217Potbelly $36,511,909EQT $31,299,936Criteo $12,835,420Riverview Bancorp $10,657,763 Largest New Holdings this Quarter 018581108 - Bread Financial $878,506 Holding55087P104 - Lyft $670,667 Holding68554V108 - OraSure Technologies $34,665 Holding Largest Purchases this Quarter Criteo 269,204 shares (about $6.45M)Green Dot 261,555 shares (about $2.82M)Riverview Bancorp 304,741 shares (about $1.68M)Bread Financial 15,380 shares (about $878.51K)Lyft 42,555 shares (about $670.67K) Largest Sales this Quarter Mr. Cooper Group 41,250 shares (about $6.15M)Tutor Perini 22,000 shares (about $1.03M)ADTRAN 92,000 shares (about $825.24K)Concentrix 14,000 shares (about $739.97K)Gulf Island Fabrication 82,000 shares (about $545.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNierenberg Investment Management Company, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOOPMr. Cooper Group$44,174,217$6,154,912 ▼-12.2%296,05423.5%FinancePBPBPotbelly$36,511,9090.0%2,980,56419.4%Retail/WholesaleEQTEQT$31,299,9360.0%536,69316.6%EnergyCRTOCriteo$12,835,420$6,450,128 ▲101.0%535,7026.8%Computer and TechnologyRVSBRiverview Bancorp$10,657,763$1,676,076 ▲18.7%1,937,7755.7%FinanceGE VERNOVA INC$4,868,1800.0%9,2002.6%COMGDOTGreen Dot$3,655,606$2,819,563 ▲337.3%339,1101.9%Business ServicesCHKChesapeake Energy$3,456,162$467,760 ▼-11.9%29,5551.8%EnergyQQQInvesco QQQ$3,365,0040.0%6,1001.8%FinanceADTNADTRAN$3,077,697$825,240 ▼-21.1%343,1101.6%Business ServicesBKDBrookdale Senior Living$2,854,3660.0%410,1101.5%MedicalCNXCConcentrix$2,668,120$739,970 ▼-21.7%50,4801.4%Business ServicesKBRKBR$2,574,8570.0%53,7101.4%ConstructionTPCTutor Perini$2,090,130$1,029,160 ▼-33.0%44,6801.1%ConstructionECVTEcovyst$1,883,1060.0%228,8101.0%Basic MaterialsMTCHMatch Group$1,750,845$16,989 ▼-1.0%56,6800.9%Computer and TechnologyNVDANVIDIA$1,706,2920.0%10,8000.9%Computer and TechnologyCEGConstellation Energy$1,646,0760.0%5,1000.9%EnergyDHCDiversified Healthcare Trust$1,632,8740.0%456,1100.9%FinanceCLFDClearfield$1,498,079$260,460 ▼-14.8%34,5100.8%Computer and TechnologyRRCRange Resources$1,202,0020.0%29,5550.6%EnergyVRTVertiv$1,181,3720.0%9,2000.6%Computer and TechnologyHOPEHope Bancorp$1,068,2250.0%99,5550.6%FinanceAVGOBroadcom$882,0800.0%3,2000.5%Computer and TechnologyBFHBread Financial$878,506$878,506 ▲New Holding15,3800.5%FinanceWNCWabash National$824,410$233,860 ▲39.6%77,5550.4%Auto/Tires/TrucksSEBSeaboard$818,3030.0%2860.4%Consumer StaplesHLXHelix Energy Solutions Group$776,5680.0%124,4500.4%EnergyPLPCPreformed Line Products$727,9350.0%4,5550.4%Computer and TechnologyLYFTLyft$670,667$670,667 ▲New Holding42,5550.4%Computer and TechnologyOSKOshkosh$652,8550.0%5,7500.3%Auto/Tires/TrucksPLABPhotronics$646,434$207,130 ▲47.1%34,3300.3%Computer and TechnologyOISOil States International$597,9350.0%111,5550.3%EnergyARISTA NETWORKS INC$572,9360.0%5,6000.3%COM SHSETNEaton$571,1840.0%1,6000.3%IndustrialsARHSArhaus$514,2180.0%59,3100.3%Retail/WholesaleBRYBerry$458,5870.0%165,5550.2%EnergyFLRFluor$336,0750.0%6,5550.2%ConstructionDXCDXC Technology$207,2560.0%13,5550.1%Computer and TechnologyDHXDHI Group$132,3280.0%44,5550.1%Computer and TechnologyGIFIGulf Island Fabrication$116,741$545,301 ▼-82.4%17,5550.1%EnergySCYXSCYNEXIS$50,9850.0%75,5550.0%MedicalOSUROraSure Technologies$34,665$34,665 ▲New Holding11,5550.0%MedicalCTMXCytomX Therapeutics$28,5000.0%12,5550.0%MedicalNNBRNN$28,466$438,908 ▼-93.9%13,5550.0%IndustrialsWTIW&T Offshore$22,3660.0%13,5550.0%EnergyOLPXOlaplex$17,5770.0%12,5550.0%Consumer DiscretionaryCTLPCantaloupe$0$19,419,493 ▼-100.0%00.0%Business ServicesBREAD FINANCIAL HOLDINGS INC$0$1,386,214 ▼-100.0%00.0%COMFFICFlushing Financial$0$984,949 ▼-100.0%00.0%FinanceSUPSuperior Industries International$0$710,472 ▼-100.0%00.0%Auto/Tires/TrucksMTRXMatrix Service$0$553,819 ▼-100.0%00.0%EnergyARRYArray Technologies$0$95,233 ▼-100.0%00.0%EnergyUFIUnifi$0$84,440 ▼-100.0%00.0%IndustrialsFFWMFirst Foundation$0$80,730 ▼-100.0%00.0%FinanceNIAGEN BIOSCIENCE INC$0$79,730 ▼-100.0%00.0%COMBGFVBig 5 Sporting Goods$0$65,319 ▼-100.0%00.0%Retail/WholesaleENZEnzo Biochem$0$32,765 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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