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Portfolio (Quarterly) Guide ↗

Nierenberg Investment Management Company, LLC

· CIK 0001282683
13F Portfolio $201M AUM 35 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 2 Added 2 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FCN FTI CONSULTING INC Industrials 73,887.0 $11.0M 5.46% +64K +655.5% $149.01 +1.6%
2 TNDM TANDEM DIABETES CARE INC Healthcare 158,910.0 $2.4M 1.19% +79K +99.9% $15.09 +44.1%

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 20.2%
Industrials 17.6%
Technology 16.1%
Financial Services 15.7%
Communication Services 12.8%
Consumer Cyclical 9.1%
Healthcare 5.7%
Real Estate 2.8%