Nierenberg Investment Management Company, LLC
Nierenberg Investment Management Company, LLC is an SEC-registered investment adviser that reports managing 3 hedge funds on Form ADV. It reports $235.5 million in regulatory assets under management. Its private funds, of all types, hold $231.0 million in gross assets. Its disclosed U.S. stock holdings returned an estimated -1.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +76.9% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $235.5 millionForm ADV Item 5.F
- Gross assets of private funds
- $231.0 millionAll private fund types, Form ADV
- Hedge funds managed
- 33 private funds in total
- Employees
- 3Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 155416
- Latest Form ADV
- 03/13/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +1.1% | +14.8% |
| Q1 2026 | -2.3% | -4.6% |
| Q4 2025 | +6.1% | +2.4% |
| Q3 2025 | +19.1% | +7.8% |
| Q2 2025 | +16.7% | +10.4% |
| Q1 2025 | +3.1% | -4.5% |
| Q4 2024 | +9.3% | +2.1% |
| Q3 2024 | +7.8% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Ishares 0-3 Month Treasury Bon$46.4 million
- Eqt Corp Com$28.4 million
- Criteo S A$19.2 million
- Lyft Inc CL A Com$18.9 million
- Maplebear Inc$13.8 million
- KBR, Inc. (KBR)$13.3 million
- Riverview Bancorp Inc$11.0 million
- Fti Consulting Inc$11.0 million
- Rocket Companies Inc$6.8 million
- Green Dot Corp$4.6 million
As of 2026-06-30, from 13F filing by Nierenberg Investment Management Company, LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures