Nierenberg Investment Management Company, LLC
CIK 1282683 · Holdings on Jun 30, 2026 · First reported Aug 11, 2026
Top ten holdings
Q2 2026- SGOV23.04%
- EQT14.08%
- CRTO9.55%
- LYFT9.40%
- CART6.86%
- KBR6.62%
- RVSB5.48%
- FCN5.47%
- RKT3.36%
- GDOT2.27%
Share classes counted separately86.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FCNWeight increased · +4.61 pp0.86% → 5.47%Shares +64.11K (+655.49%)
- SGOVWeight decreased · -4.56 pp27.60% → 23.04%Shares -89.55K (-16.26%)
- EQTWeight decreased · -2.82 pp16.90% → 14.08%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MTH TREASURY View history and evidence | $46.41M | 23.04% | 461.05K shares | 27.60% → 23.04%-4.56 pp -89.55K (-16.26%) | Reduced | ▾ |
| 02 | EQTEQT CORP View history and evidence | $28.36M | 14.08% | 533.36K shares | 16.90% → 14.08%-2.82 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | CRTOCRITEO SA-SPONSPONS ADS View history and evidence | $19.24M | 9.55% | 1.05M shares | 9.40% → 9.55%+0.15 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | LYFTLYFT INC-ACL A COM View history and evidence | $18.93M | 9.40% | 1.30M shares | 8.58% → 9.40%+0.82 pp 0 (0.00%) | Unchanged | ▾ |
| 05 | CARTMAPLEBEAR INC View history and evidence | $13.82M | 6.86% | 291.89K shares | 5.44% → 6.86%+1.42 pp 0 (0.00%) | Unchanged | ▾ |
| 06 | KBRKBR INC View history and evidence | $13.34M | 6.62% | 386.44K shares | 7.09% → 6.62%-0.47 pp 0 (0.00%) | Unchanged | ▾ |
| 07 | RVSBRIVERVIEW BANCORP INC View history and evidence | $11.04M | 5.48% | 2.03M shares | 5.57% → 5.48%-0.09 pp 0 (0.00%) | Unchanged | ▾ |
| 08 | FCNFTI CONSULTING INC View history and evidence | $11.01M | 5.47% | 73.89K shares | 0.86% → 5.47%+4.61 pp +64.11K (+655.49%) | Added | ▾ |
| 09 | RKTROCKET COS INC-CLASS ACOM CL A View history and evidence | $6.77M | 3.36% | 429.63K shares | 3.05% → 3.36%+0.31 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | GDOTGREEN DOT CORP-CLASS ACL A View history and evidence | $4.58M | 2.27% | 339.11K shares | 1.89% → 2.27%+0.38 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 227483104 CROSS CTRY HEALTHCARE INC | Non-derivative | -144,555 | -$1.36M | SEC filing ↗ | SEC filing ↗ |
| ADTN ADTRAN HOLDINGS INC | Non-derivative | -93,110 | -$1.17M | SEC filing ↗ | SEC filing ↗ |
| OCFC OCEANFIRST FINANCIAL CORP | Non-derivative | -39,555 | -$713.57K | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1282683 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 201445405
}Research all 35 reported holdings.
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