Nierenberg Investment Management Company, LLC

13F filer · CIK 0001282683

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$201MU.S. long equity reported on 13F

Positions343 new · 12 closed

Net flow last quarter+$8.01MBuys minus sells

Top 10 positions weight65.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202634 positions
EQTEQT Corp	$28.4M	14.08%	0.09%	Not reported	Q4 2020
CRTOCriteo S.A.	$19.2M	9.55%	2.17%	Not reported	Q4 2024
LYFTLyft, Inc.	$18.9M	9.40%	0.34%	Not reported	Q2 2025
CARTMaplebear Inc.	$13.8M	6.86%	0.13%	Not reported	Q1 2026
KBRKBR, Inc.	$13.3M	6.62%	0.30%	Not reported	Q4 2020
RVSBRiverview Bancorp Inc	$11M	5.48%	10.08%	Not reported	Q2 2024
FCNFti Consulting, Inc	$11M	5.47%	0.27%	+655.5%	Q4 2025
RKTRocket Companies, Inc.	$6.77M	3.36%	Not reported	Not reported	Q4 2025
GDOTGreen Dot Corp	$4.58M	2.27%	0.60%	Not reported	Q1 2025
DHCDiversified Healthcare Trust	$4.24M	2.11%	0.19%	Not reported	Q2 2021
BKDBrookdale Senior Living Inc.	$4.1M	2.04%	0.11%	Not reported	Q4 2023
FIVNFive9, Inc.	$2.9M	1.44%	0.18%	Not reported	Q1 2026
TNDMTandem Diabetes Care Inc	$2.4M	1.19%	0.23%	+99.9%	Q4 2025
HAEHaemonetics Corp	$1.97M	0.98%	0.06%	New	Q2 2026
GLREGreenlight Capital Re, Ltd.	$1.66M	0.82%	0.31%	Not reported	Q4 2025
REIRing Energy, Inc.	$1.51M	0.75%	0.54%	New	Q2 2026
CNXCConcentrix Corp	$1.44M	0.72%	0.11%	Not reported	Q2 2023
EXEEXPAND ENERGY Corp	$1.42M	0.70%	0.01%	Not reported	Q3 2024
FORRForrester Research, Inc.	$1.1M	0.55%	0.68%	Not reported	Q3 2025
HOSHornbeck Offshore Services Inc	$1.09M	0.54%	0.31%	Not reported	Q1 2022
DXCDXC Technology Co	$907K	0.45%	0.06%	Not reported	Q2 2024
OSKOshkosh Corp	$883K	0.44%	0.01%	Not reported	Q3 2024
TTECTTEC Holdings, Inc.	$496K	0.25%	0.52%	Not reported	Q4 2025
TTGTTechTarget, Inc.	$493K	0.24%	0.19%	-32.5%	Q3 2025
FLRFluor Corp	$343K	0.17%	0.00%	Not reported	Q4 2020
DHXDhi Group, Inc.	$314K	0.16%	0.20%	Not reported	Q1 2025
OSUROrasure Technologies Inc	$248K	0.12%	0.08%	Not reported	Q2 2022
ARHSArhaus, Inc.	$104K	0.05%	0.01%	Not reported	Q2 2022
OISOil States International, Inc	$92.6K	0.05%	0.02%	Not reported	Q4 2024
TALKTalkspace, Inc.	$60.1K	0.03%	0.01%	Not reported	Q3 2025
NNBRNN Inc	$48.7K	0.02%	0.03%	Not reported	Q1 2025
CTMXCytomX Therapeutics, Inc.	$47.1K	0.02%	0.01%	Not reported	Q2 2024
WTIW&T Offshore Inc	$42.7K	0.02%	0.01%	Not reported	Q3 2022
CNDTCONDUENT Inc	$25.6K	0.01%	0.01%	New	Q2 2026
Q1 2026Reported May 13, 202643 positions
EQTEQT Corp	$33.9M	16.85%	0.09%	Not reported	Q4 2020
CRTOCriteo S.A.	$18.9M	9.37%	2.10%	+18.4%	Q4 2024
LYFTLyft, Inc.	$17.2M	8.55%	0.33%	+59.3%	Q2 2025
KBRKBR, Inc.	$14.2M	7.07%	0.31%	+424.3%	Q4 2020
RVSBRiverview Bancorp Inc	$11.2M	5.55%	9.88%	Not reported	Q2 2024
CARTMaplebear Inc.	$10.9M	5.43%	0.12%	New	Q1 2026
RKTRocket Companies, Inc.	$6.12M	3.04%	Not reported	-67.9%	Q4 2025
GDOTGreen Dot Corp	$3.8M	1.89%	0.60%	Not reported	Q1 2025
BKDBrookdale Senior Living Inc.	$3.49M	1.73%	0.11%	-37.8%	Q4 2023
DHCDiversified Healthcare Trust	$3.03M	1.50%	0.19%	Not reported	Q2 2021
FIVNFive9, Inc.	$2.06M	1.02%	0.18%	New	Q1 2026
GLREGreenlight Capital Re, Ltd.	$1.77M	0.88%	0.30%	+84.5%	Q4 2025
CNXCConcentrix Corp	$1.76M	0.88%	0.11%	Not reported	Q2 2023
FCNFti Consulting, Inc	$1.73M	0.86%	0.03%	+2.4%	Q4 2025
EXEEXPAND ENERGY Corp	$1.71M	0.85%	0.01%	Not reported	Q3 2024
TNDMTandem Diabetes Care Inc	$1.52M	0.76%	0.12%	+78.5%	Q4 2025
CCRNCross Country Healthcare Inc	$1.36M	0.67%	0.46%	New	Q1 2026
DXCDXC Technology Co	$1.29M	0.64%	0.06%	Not reported	Q2 2024
HOSHornbeck Offshore Services Inc	$1.23M	0.61%	0.31%	Not reported	Q1 2022
ADTNADTRAN Holdings, Inc.	$1.17M	0.58%	0.12%	Not reported	Q3 2024
OSKOshkosh Corp	$846K	0.42%	0.01%	Not reported	Q3 2024
TTGTTechTarget, Inc.	$787K	0.39%	0.28%	+48.2%	Q3 2025
FORRForrester Research, Inc.	$742K	0.37%	0.68%	+1034.7%	Q3 2025
OCFCOceanfirst Financial Corp	$714K	0.35%	0.07%	New	Q1 2026
HOPEHope Bancorp Inc	$710K	0.35%	0.05%	+406.2%	Q4 2020
TTECTTEC Holdings, Inc.	$639K	0.32%	0.53%	+360.0%	Q4 2025
CLFDClearfield, Inc.	$437K	0.22%	0.12%	Not reported	Q3 2023
FLRFluor Corp	$306K	0.15%	0.00%	Not reported	Q4 2020
PLABPhotronics Inc	$256K	0.13%	0.01%	Not reported	Q2 2024
BFHBread Financial Holdings, Inc.	$253K	0.13%	0.01%	-78.0%	Q1 2022
DHXDhi Group, Inc.	$238K	0.12%	0.19%	Not reported	Q1 2025
PTLOPortillo's Inc.	$178K	0.09%	0.05%	New	Q1 2026
OSUROrasure Technologies Inc	$167K	0.08%	0.08%	+24.7%	Q2 2022
OISOil States International, Inc	$135K	0.07%	0.02%	-89.6%	Q4 2024
WNCWABASH NATIONAL Corp	$108K	0.05%	0.03%	Not reported	Q3 2021
ARHSArhaus, Inc.	$83.5K	0.04%	0.01%	-19.6%	Q2 2022
SCYXScynexis Inc	$69.3K	0.03%	0.12%	Not reported	Q2 2024
ACHAccendra Health Inc	$62.8K	0.03%	0.04%	Not reported	Q3 2025
TALKTalkspace, Inc.	$59.8K	0.03%	0.01%	Not reported	Q3 2025
CTMXCytomX Therapeutics, Inc.	$59K	0.03%	0.01%	Not reported	Q2 2024
WTIW&T Offshore Inc	$46.2K	0.02%	0.01%	Not reported	Q3 2022
OLPXOlaplex Holdings, Inc.	$25.5K	0.01%	0.00%	Not reported	Q2 2024
NNBRNN Inc	$19.7K	0.01%	0.03%	Not reported	Q1 2025
Q4 2025Reported Feb 13, 202642 positions
EQTEQT Corp	$28.6M	13.88%	0.09%	-0.6%	Q4 2020
RKTRocket Companies, Inc.	$25.9M	12.56%	Not reported	New	Q4 2025
CRTOCriteo S.A.	$18.3M	8.89%	1.74%	+109.2%	Q4 2024
LYFTLyft, Inc.	$15.8M	7.65%	0.20%	Not reported	Q2 2025
RVSBRiverview Bancorp Inc	$10.2M	4.95%	9.82%	Not reported	Q2 2024
BKDBrookdale Senior Living Inc.	$4.43M	2.15%	0.17%	Not reported	Q4 2023
GDOTGreen Dot Corp	$4.34M	2.11%	0.61%	Not reported	Q1 2025
KBRKBR, Inc.	$2.96M	1.44%	0.06%	+37.2%	Q4 2020
CNXCConcentrix Corp	$2.68M	1.30%	0.10%	+27.7%	Q2 2023
ECVTEcovyst Inc.	$2.23M	1.08%	0.20%	Not reported	Q1 2023
DHCDiversified Healthcare Trust	$2.21M	1.07%	0.19%	Not reported	Q2 2021
EXEEXPAND ENERGY Corp	$1.72M	0.83%	0.01%	Not reported	Q3 2024
FCNFti Consulting, Inc	$1.63M	0.79%	0.03%	New	Q4 2025
DXCDXC Technology Co	$1.5M	0.73%	0.06%	+3.0%	Q2 2024
SEBSeaboard Corp	$1.27M	0.62%	0.03%	Not reported	Q1 2025
BFHBread Financial Holdings, Inc.	$1.14M	0.55%	0.03%	Not reported	Q1 2022
VRTVertiv Holdings Co	$1.13M	0.55%	0.00%	New	Q4 2025
TNDMTandem Diabetes Care Inc	$979K	0.48%	0.07%	New	Q4 2025
GLREGreenlight Capital Re, Ltd.	$810K	0.39%	0.16%	New	Q4 2025
ADTNADTRAN Holdings, Inc.	$809K	0.39%	0.12%	-72.9%	Q3 2024
HOSHornbeck Offshore Services Inc	$780K	0.38%	0.31%	Not reported	Q1 2022
OISOil States International, Inc	$755K	0.37%	0.19%	Not reported	Q4 2024
TTGTTechTarget, Inc.	$739K	0.36%	0.19%	+22.7%	Q3 2025
OSKOshkosh Corp	$722K	0.35%	0.01%	Not reported	Q3 2024
CLFDClearfield, Inc.	$481K	0.23%	0.12%	Not reported	Q3 2023
FLRFluor Corp	$260K	0.13%	0.00%	Not reported	Q4 2020
GIFIGulf Island Fabrication Inc	$210K	0.10%	0.11%	Not reported	Q4 2023
PLABPhotronics Inc	$203K	0.10%	0.01%	Not reported	Q2 2024
TTECTTEC Holdings, Inc.	$200K	0.10%	0.11%	New	Q4 2025
ARHSArhaus, Inc.	$172K	0.08%	0.01%	-74.2%	Q2 2022
HOPEHope Bancorp Inc	$138K	0.07%	0.01%	Not reported	Q4 2020
WNCWABASH NATIONAL Corp	$109K	0.05%	0.03%	Not reported	Q3 2021
OSUROrasure Technologies Inc	$108K	0.05%	0.06%	Not reported	Q2 2022
FORRForrester Research, Inc.	$93.8K	0.05%	0.06%	Not reported	Q3 2025
ACHAccendra Health Inc	$77.2K	0.04%	0.04%	Not reported	Q3 2025
CTMXCytomX Therapeutics, Inc.	$53.5K	0.03%	0.01%	Not reported	Q2 2024
EBEventbrite, Inc.	$51.4K	0.02%	0.01%	Not reported	Q3 2025
SCYXScynexis Inc	$47.8K	0.02%	1.39%	Not reported	Q2 2024
TALKTalkspace, Inc.	$41.9K	0.02%	0.01%	Not reported	Q3 2025
WTIW&T Offshore Inc	$22.1K	0.01%	0.01%	Not reported	Q3 2022
NNBRNN Inc	$17.4K	0.01%	0.03%	Not reported	Q1 2025
OLPXOlaplex Holdings, Inc.	$16.8K	0.01%	0.00%	Not reported	Q2 2024
Q3 2025Reported Nov 12, 202540 positions
PBPBPotbelly Corporation	$50.8M	21.70%	9.85%	Not reported	Q4 2020
EQTEQT Corp	$29.2M	12.48%	0.09%	Not reported	Q4 2020
COOPCooperative Bankshares Inc	$26.6M	11.36%	Not reported	-57.4%	Q4 2020
LYFTLyft, Inc.	$17.9M	7.65%	2.27%	+1811.8%	Q2 2025
RVSBRiverview Bancorp Inc	$10.9M	4.67%	9.71%	+4.9%	Q2 2024
CRTOCriteo S.A.	$9.6M	4.10%	0.81%	-20.7%	Q4 2024
GDOTGreen Dot Corp	$4.55M	1.95%	0.61%	Not reported	Q1 2025
BKDBrookdale Senior Living Inc.	$3.47M	1.48%	0.17%	Not reported	Q4 2023
ADTNADTRAN Holdings, Inc.	$3.22M	1.38%	0.43%	Not reported	Q3 2024
KBRKBR, Inc.	$2.54M	1.09%	0.04%	Not reported	Q4 2020
CNXCConcentrix Corp	$2.33M	1.00%	0.08%	Not reported	Q2 2023
DHCDiversified Healthcare Trust	$2.01M	0.86%	0.19%	Not reported	Q2 2021
ECVTEcovyst Inc.	$2M	0.86%	0.20%	Not reported	Q1 2023
MTCHMatch Group, Inc.	$2M	0.86%	0.02%	Not reported	Q2 2024
EXEEXPAND ENERGY Corp	$1.65M	0.71%	0.01%	Not reported	Q3 2024
TPCTutor Perini Corp	$1.62M	0.69%	0.05%	-44.8%	Q4 2022
DXCDXC Technology Co	$1.36M	0.58%	0.06%	+634.5%	Q2 2024
RRCRange Resources Corp	$1.11M	0.48%	0.01%	Not reported	Q4 2020
SEBSeaboard Corp	$1.04M	0.45%	0.03%	Not reported	Q1 2025
PLPCPreformed Line Products Co	$893K	0.38%	0.09%	Not reported	Q4 2024
BFHBread Financial Holdings, Inc.	$858K	0.37%	0.03%	Not reported	Q1 2022
HOSHornbeck Offshore Services Inc	$816K	0.35%	0.31%	Not reported	Q1 2022
OSKOshkosh Corp	$746K	0.32%	0.01%	Not reported	Q3 2024
OISOil States International, Inc	$676K	0.29%	0.19%	Not reported	Q4 2024
TTGTTechTarget, Inc.	$648K	0.28%	0.15%	New	Q3 2025
ARHSArhaus, Inc.	$630K	0.27%	0.04%	Not reported	Q2 2022
CLFDClearfield, Inc.	$568K	0.24%	0.12%	-52.2%	Q3 2023
FLRFluor Corp	$276K	0.12%	0.00%	Not reported	Q4 2020
OSUROrasure Technologies Inc	$143K	0.06%	0.06%	+285.6%	Q2 2022
ACHAccendra Health Inc	$132K	0.06%	0.04%	New	Q3 2025
WNCWABASH NATIONAL Corp	$124K	0.05%	0.03%	-83.8%	Q3 2021
GIFIGulf Island Fabrication Inc	$123K	0.05%	0.11%	Not reported	Q4 2023
FORRForrester Research, Inc.	$122K	0.05%	0.06%	New	Q3 2025
SCYXScynexis Inc	$58.2K	0.02%	0.18%	Not reported	Q2 2024
CTMXCytomX Therapeutics, Inc.	$40.1K	0.02%	0.01%	Not reported	Q2 2024
TALKTalkspace, Inc.	$31.9K	0.01%	0.01%	New	Q3 2025
EBEventbrite, Inc.	$29.1K	0.01%	0.01%	New	Q3 2025
NNBRNN Inc	$27.9K	0.01%	0.03%	Not reported	Q1 2025
WTIW&T Offshore Inc	$24.7K	0.01%	0.01%	Not reported	Q3 2022
OLPXOlaplex Holdings, Inc.	$16.4K	0.01%	0.00%	Not reported	Q2 2024

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