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Portfolio (Quarterly) Guide ↗

Nierenberg Investment Management Company, LLC

· CIK 0001282683
13F Portfolio $201M AUM 46 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 11 Added 6 Reduced 8 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADTRAN HOLDINGS INC 93,110.0 $1.2M 0.58% $12.58
22 OSK OSHKOSH CORP Industrials 5,750.0 $846K 0.42% $147.21 -11.7%
23 TTGT TECHTARGET INC Communication Services 202,910.0 $787K 0.39% +66K +48.2% $3.88 +21.0%
24 FORR FORRESTER RESH INC Industrials 131,110.0 $742K 0.37% +120K +1034.7% $5.66 +20.7%
25 OCFC OCEANFIRST FINL CORP Financial Services 39,555.0 $714K 0.35% NEW $18.04 +4.1%
26 HOPE HOPE BANCORP INC Financial Services 63,555.0 $710K 0.35% +51K +406.2% $11.17 +12.0%
27 TTEC TTEC HLDGS INC Technology 255,555.0 $639K 0.32% +200K +360.0% $2.50 +5.6%
28 CNXC CALL CONCENTRIX CORP Technology 20,000.0 $547K 0.27% $27.36 -4.8%
29 CLFD CLEARFIELD INC Technology 16,510.0 $437K 0.22% $26.47 +95.9%
30 FLR FLUOR CORP NEW Industrials 6,555.0 $306K 0.15% $46.65 +1.5%
31 PLAB PHOTRONICS INC Technology 6,330.0 $256K 0.13% $40.41 +33.3%
32 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 3,380.0 $253K 0.13% -12K -78.0% $74.89 +20.7%
33 DHX DHI GROUP INC Industrials 84,555.0 $238K 0.12% NEW $2.81 +29.9%
34 PTLO PORTILLOS INC Consumer Cyclical 33,555.0 $178K 0.09% NEW $5.29 -22.8%
35 OSUR ORASURE TECHNOLOGIES INC Healthcare 55,555.0 $167K 0.08% +11K +24.7% $3.00 +36.2%
36 OIS OIL STS INTL INC Energy 11,555.0 $134K 0.07% -100K -89.6% $11.64 -27.7%
37 ACH CALL ACCENDRA HEALTH INC Healthcare 50,000.0 $114K 0.06% NEW $2.28 +26.1%
38 WNC WABASH NATL CORP Industrials 12,555.0 $108K 0.05% $8.62 -5.9%
39 ARHS ARHAUS INC Consumer Cyclical 12,310.0 $83K 0.04% -3K -19.6% $6.78 -2.1%
40 SCYX SCYNEXIS INC Healthcare 75,555.0 $69K 0.03% $0.92 -23.2%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 24.8%
Financial Services 17.2%
Technology 16.6%
Communication Services 13.8%
Industrials 12.8%
Consumer Cyclical 7.9%
Healthcare 4.8%
Real Estate 2.1%