Nierenberg Investment Management Company Inc

·CIK: 0001282683· Camano Island, WA

Latest 13F Snapshot — Q1 2026

  • Portfolio value:201.49M
  • Number of holdings:46
  • Top 10 concentration:87.0%
  • Largest position:ISRG (27.5%)
  • New positions:6
  • Exited positions:6

Top Updates

AI Generated

Nierenberg Investment Management Company Inc reported a $201.487 billion portfolio across 44 positions. The fund increased its KBR Inc stake by 424.3% to represent 7.07% of holdings while reducing its ISRG stake by 14.0%.

  • K6B (7.07%) – Increased holdings by 424.3%.
  • ISRG (27.51%) – Reduced holdings by 14.0%.
  • LYFT (8.55%) – Increased holdings by 59.3%.
  • CRTO (9.37%) – Increased holdings by 18.4%.
  • RKT (3.04%) – Reduced holdings by 67.9%.

Quarterly 13F Filings History

QuarterFiling DatePortfolio ValueSource
2026Q1May 13, 2026$201,487,101SEC
2025Q4Feb 13, 2026$205,958,657SEC