Nierenberg Investment Management Company, LLC
Camas WA · SEC CIK 0001282683
$2.01亿2026Q2 申报市值
35持仓数
86.1%前十大占比 · 第一大 23.0%
3 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FCN 加仓+$955.26万
HAE 新建仓+$197.10万
REI 新建仓+$151.15万
TNDM 加仓+$119.81万
CNDT 新建仓+$2.56万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$901.50万
CROSS CTRY HEALT 清仓-$135.88万
ADTN 清仓-$117.13万
OCFC 清仓-$71.36万
HOPE 清仓-$70.99万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $4,641.36万 | 23.04% | 461,047 | -89,550 | -16.3% | -$901.50万 | 减仓 |
| EQT | EQT CORP | $2,835.89万 | 14.08% | 533,363 | 0 | 0.0% | — | 不变 |
| CRTO | CRITEO S A | $1,924.49万 | 9.55% | 1,052,787 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $1,892.91万 | 9.40% | 1,295,623 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $1,382.09万 | 6.86% | 291,888 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $1,334.39万 | 6.62% | 386,443 | 0 | 0.0% | — | 不变 |
| — | RIVERVIEW BANCORP INC | $1,103.80万 | 5.48% | 2,032,775 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $1,100.99万 | 5.47% | 73,887 | 64,107 | 655.5% | $955.26万 | 加仓 |
| RKT | ROCKET COS INC | $676.67万 | 3.36% | 429,631 | 0 | 0.0% | — | 不变 |
| GDOT | GREEN DOT CORP | $458.14万 | 2.27% | 339,110 | 0 | 0.0% | — | 不变 |
| DHC | DIVERSIFIED HEALTHCARE TR | $424.18万 | 2.11% | 456,110 | 0 | 0.0% | — | 不变 |
| BKD | BROOKDALE SR LIVING INC | $410.47万 | 2.04% | 255,110 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $289.55万 | 1.44% | 135,810 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC | $239.80万 | 1.19% | 158,910 | 79,400 | 99.9% | $119.81万 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $197.10万 | 0.98% | 26,280 | 26,280 | — | $197.10万 | 新建仓 |
| GLRE | GREENLIGHT CAP RE LTD | $165.86万 | 0.82% | 102,510 | 0 | 0.0% | — | 不变 |
| REI | RING ENERGY INC | $151.15万 | 0.75% | 1,399,555 | 1,399,555 | — | $151.15万 | 新建仓 |
| CNXC | CONCENTRIX CORP | $144.47万 | 0.72% | 64,480 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $141.85万 | 0.70% | 15,555 | 0 | 0.0% | — | 不变 |
| — | FORRESTER RESH INC | $110.26万 | 0.55% | 131,110 | 0 | 0.0% | — | 不变 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $108.77万 | 0.54% | 124,450 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $90.72万 | 0.45% | 102,510 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $88.25万 | 0.44% | 5,750 | 0 | 0.0% | — | 不变 |
| — | TTEC HLDGS INC | $49.58万 | 0.25% | 255,555 | 0 | 0.0% | — | 不变 |
| — | TECHTARGET INC | $49.29万 | 0.24% | 136,910 | -66,000 | -32.5% | -$23.76万 | 减仓 |
| FLR | FLUOR CORP | $34.34万 | 0.17% | 6,555 | 0 | 0.0% | — | 不变 |
| — | DHI GROUP INC | $31.37万 | 0.16% | 84,555 | 0 | 0.0% | — | 不变 |
| OSUR | ORASURE TECHNOLOGIES INC | $24.78万 | 0.12% | 55,555 | 0 | 0.0% | — | 不变 |
| ARHS | ARHAUS INC | $10.37万 | 0.05% | 12,310 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC | $9.26万 | 0.05% | 11,555 | 0 | 0.0% | — | 不变 |
| — | TALKSPACE INC | $6.01万 | 0.03% | 11,555 | 0 | 0.0% | — | 不变 |
| — | NN INC | $4.87万 | 0.02% | 13,555 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. | $4.71万 | 0.02% | 12,555 | 0 | 0.0% | — | 不变 |
| WTI | W & T OFFSHORE INC | $4.27万 | 0.02% | 13,555 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $2.56万 | 0.01% | 17,555 | 17,555 | — | $2.56万 | 新建仓 |
| — | CROSS CTRY HEALTHCARE INC | $0 | 0.00% | 0 | -144,555 | -100.0% | -$135.88万 | 清仓 |
| ADTN | ADTRAN HOLDINGS INC | $0 | 0.00% | 0 | -93,110 | -100.0% | -$117.13万 | 清仓 |
| OCFC | OCEANFIRST FINL CORP | $0 | 0.00% | 0 | -39,555 | -100.0% | -$71.36万 | 清仓 |
| HOPE | HOPE BANCORP INC | $0 | 0.00% | 0 | -63,555 | -100.0% | -$70.99万 | 清仓 |
| CNXC | CONCENTRIX CORP 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$54.72万 | 清仓 |
| CLFD | CLEARFIELD INC | $0 | 0.00% | 0 | -16,510 | -100.0% | -$43.70万 | 清仓 |
| PLAB | PHOTRONICS INC | $0 | 0.00% | 0 | -6,330 | -100.0% | -$25.58万 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $0 | 0.00% | 0 | -3,380 | -100.0% | -$25.31万 | 清仓 |
| PTLO | PORTILLOS INC | $0 | 0.00% | 0 | -33,555 | -100.0% | -$17.75万 | 清仓 |
| ACH | ACCENDRA HEALTH INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$11.40万 | 清仓 |
| WNC | WABASH NATL CORP | $0 | 0.00% | 0 | -12,555 | -100.0% | -$10.82万 | 清仓 |
| — | SCYNEXIS INC | $0 | 0.00% | 0 | -75,555 | -100.0% | -$6.93万 | 清仓 |
| ACH | ACCENDRA HEALTH INC | $0 | 0.00% | 0 | -27,555 | -100.0% | -$6.28万 | 清仓 |
| — | OLAPLEX HLDGS INC | $0 | 0.00% | 0 | -12,555 | -100.0% | -$2.55万 | 清仓 |