Nierenberg Investment Management Company, Inc. Top Holdings and 13F Report (2025) About Nierenberg Investment Management Company, Inc.Investment ActivityNierenberg Investment Management Company, Inc. has $183.24 million in total holdings as of March 31, 2025.Nierenberg Investment Management Company, Inc. owns shares of 55 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 14.23% of the portfolio was purchased this quarter.About 16.57% of the portfolio was sold this quarter.This quarter, Nierenberg Investment Management Company, Inc. has purchased 46 new stocks and bought additional shares in 6 stocks.Nierenberg Investment Management Company, Inc. sold shares of 8 stocks and completely divested from 6 stocks this quarter.Largest Holdings Mr. Cooper Group $40,341,558EQT $28,675,507Potbelly $28,345,164Cantaloupe $19,419,493Criteo $9,436,694 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $2,860,412 Holding36828A101 - GE VERNOVA INC $2,808,576 Holding018581AN8 - BREAD FINANCIAL HOLDINGS INC $1,386,214 Holding67066G104 - NVIDIA $1,170,504 Holding21037T109 - Constellation Energy $1,028,313 Holding Largest Purchases this Quarter Criteo 198,943 shares (about $7.04M)Invesco QQQ 6,100 shares (about $2.86M)GE VERNOVA INC 9,200 shares (about $2.81M)Riverview Bancorp 346,612 shares (about $1.96M)Brookdale Senior Living 250,000 shares (about $1.57M) Largest Sales this Quarter EQT 116,000 shares (about $6.20M)Fluor 116,000 shares (about $4.16M)Mr. Cooper Group 25,700 shares (about $3.07M)Cantaloupe 174,124 shares (about $1.37M)ADTRAN 108,000 shares (about $941.76K) 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$40,341,558$3,073,720 ▼-7.1%337,30422.0%FinanceEQTEQT$28,675,507$6,197,880 ▼-17.8%536,69315.6%EnergyPBPBPotbelly$28,345,1640.0%2,980,56415.5%Retail/WholesaleCTLPCantaloupe$19,419,493$1,370,356 ▼-6.6%2,467,53410.6%Business ServicesCRTOCriteo$9,436,694$7,044,571 ▲294.5%266,4985.2%Computer and TechnologyRVSBRiverview Bancorp$9,226,642$1,958,358 ▲26.9%1,633,0345.0%FinanceADTNADTRAN$3,794,159$941,760 ▼-19.9%435,1102.1%Business ServicesCHKChesapeake Energy$3,735,3430.0%33,5552.0%EnergyCNXCConcentrix$3,587,6670.0%64,4802.0%Business ServicesQQQInvesco QQQ$2,860,412$2,860,412 ▲New Holding6,1001.6%FinanceGE VERNOVA INC$2,808,576$2,808,576 ▲New Holding9,2001.5%COMKBRKBR$2,675,295$149,430 ▲5.9%53,7101.5%ConstructionBKDBrookdale Senior Living$2,567,289$1,565,000 ▲156.1%410,1101.4%MedicalMTCHMatch Group$1,785,5760.0%57,2301.0%Retail/WholesaleTPCTutor Perini$1,545,6420.0%66,6800.8%ConstructionECVTEcovyst$1,418,6220.0%228,8100.8%Business ServicesBREAD FINANCIAL HOLDINGS INC$1,386,214$1,386,214 ▲New Holding27,6800.8%COMCLFDClearfield$1,203,957$29,720 ▼-2.4%40,5100.7%Computer and TechnologyRRCRange Resources$1,180,1310.0%29,5550.6%EnergyNVDANVIDIA$1,170,504$1,170,504 ▲New Holding10,8000.6%Computer and TechnologyDHCDiversified Healthcare Trust$1,094,6640.0%456,1100.6%FinanceHOPEHope Bancorp$1,042,3410.0%99,5550.6%FinanceHLXHelix Energy Solutions Group$1,034,1800.0%124,4500.6%EnergyCEGConstellation Energy$1,028,313$1,028,313 ▲New Holding5,1000.6%EnergyFFICFlushing Financial$984,9490.0%77,5550.5%FinanceSEBSeaboard$771,376$771,376 ▲New Holding2860.4%Consumer StaplesSUPSuperior Industries International$710,472$436,143 ▲159.0%333,5550.4%Auto/Tires/TrucksVRTVertiv$664,240$664,240 ▲New Holding9,2000.4%Computer and TechnologyGDOTGreen Dot$654,564$654,564 ▲New Holding77,5550.4%Business ServicesGIFIGulf Island Fabrication$643,125$361,760 ▼-36.0%99,5550.4%EnergyPLPCPreformed Line Products$638,1100.0%4,5550.3%Computer and TechnologyWNCWabash National$613,883$613,883 ▲New Holding55,5550.3%Auto/Tires/TrucksOISOil States International$574,508$453,200 ▲373.6%111,5550.3%EnergyMTRXMatrix Service$553,819$62,150 ▼-10.1%44,5550.3%EnergyOSKOshkosh$540,9600.0%5,7500.3%Auto/Tires/TrucksAVGOBroadcom$535,776$535,776 ▲New Holding3,2000.3%Computer and TechnologyBRYBerry$531,432$531,432 ▲New Holding165,5550.3%EnergyARHSArhaus$515,9970.0%59,3100.3%Retail/WholesaleNNBRNN$502,974$502,974 ▲New Holding222,5550.3%IndustrialsPLABPhotronics$484,3310.0%23,3300.3%Computer and TechnologyETNEaton$434,928$434,928 ▲New Holding1,6000.2%IndustrialsARISTA NETWORKS INC$433,888$433,888 ▲New Holding5,6000.2%COMFLRFluor$234,800$4,155,118 ▼-94.7%6,5550.1%ConstructionDXCDXC Technology$231,1130.0%13,5550.1%Computer and TechnologyARRYArray Technologies$95,2330.0%19,5550.1%EnergyUFIUnifi$84,4400.0%17,5550.0%IndustrialsFFWMFirst Foundation$80,7300.0%15,5550.0%FinanceCDXCChromaDex$79,7300.0%11,5550.0%MedicalSCYXSCYNEXIS$71,9360.0%75,5550.0%MedicalBGFVBig 5 Sporting Goods$65,3190.0%67,5550.0%Retail/WholesaleDHXDHI Group$61,931$61,931 ▲New Holding44,5550.0%Computer and TechnologyENZEnzo Biochem$32,7650.0%88,5550.0%MedicalWTIW&T Offshore$21,0100.0%13,5550.0%EnergyOLPXOlaplex$15,9450.0%12,5550.0%Consumer DiscretionaryCTMXCytomX Therapeutics$7,9820.0%12,5550.0%MedicalEBCEastern Bankshares$0$10,575,768 ▼-100.0%00.0%FinanceBFHBread Financial$0$1,690,141 ▼-100.0%00.0%FinanceAPPLOVIN CORP$0$827,386 ▼-100.0%00.0%COM CL ACYHCommunity Health Systems$0$614,908 ▼-100.0%00.0%MedicalCOMMCommScope$0$273,812 ▼-100.0%00.0%Computer and TechnologyPFIEProfire Energy$0$184,290 ▼-100.0%00.0%EnergyShowing 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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