Nierenberg Investment Management Company, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$206.0B

Holdings

44

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (44 positions)

StockValue
SGOVISHARES TR
$64.3B
EQTEQT CORP
$28.6B
RKTROCKET COS INC
$25.9B
CRTOCRITEO S A
$18.3B
LYFTLYFT INC
$15.8B
RVSBRIVERVIEW BANCORP INC
$10.2B
GEVGE VERNOVA INC
$5.0B
B7SBROOKDALE SR LIVING INC
$4.4B
GDOTGREEN DOT CORP
$4.3B
CNXCCONCENTRIX CORP
$3.5B
EXEEXPAND ENERGY CORPORATION
$3.3B
K6BKBR INC
$3.0B
ECVTECOVYST INC
$2.2B
DHCDIVERSIFIED HEALTHCARE TR
$2.2B
FCNFTI CONSULTING INC
$1.6B
DXCDXC TECHNOLOGY CO
$1.5B
SEBSEABOARD CORP DEL
$1.3B
BFHBREAD FINANCIAL HOLDINGS INC
$1.1B
VRTVERTIV HOLDINGS CO
$1.1B
TNDMTANDEM DIABETES CARE INC
$979.0M
ADTNADTRAN HOLDINGS INC
$809.0M
GLREGREENLIGHT CAPITAL RE LTD
$809.0M
CTVHELIX ENERGY SOLUTIONS GRP I
$780.0M
OISOIL STS INTL INC
$755.0M
TTGTTECHTARGET INC
$739.0M
OSKOSHKOSH CORP
$722.0M
ACHOWENS & MINOR INC NEW
$497.0M
CLFDCLEARFIELD INC
$481.0M
FLRFLUOR CORP NEW
$259.0M
GIFIGULF IS FABRICATION INC
$210.0M
PLABPHOTRONICS INC
$202.0M
TTECTTEC HLDGS INC
$199.0M
ARHSARHAUS INC
$171.0M
HOPEHOPE BANCORP INC
$137.0M
WNCWABASH NATL CORP
$108.0M
EP3ORASURE TECHNOLOGIES INC
$107.0M
FORRFORRESTER RESH INC
$93.0M
CTMXCYTOMX THERAPEUTICS INC
$53.0M
EBEVENTBRITE INC
$51.0M
SCYXSCYNEXIS INC
$47.0M
TALKTALKSPACE INC
$41.0M
WTIW & T OFFSHORE INC
$22.0M
NNBRNN INC
$17.0M
OLPXOLAPLEX HLDGS INC
$16.0M