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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 SGOV ISHARES TR 461,047.0 $46.4M 23.04% -90K -16.3% $100.67 -0.3%
2 TTGT TECHTARGET INC Communication Services 136,910.0 $493K 0.24% -66K -32.5% $3.60 +6.0%

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%