0001941040-24-000249.txt : 20240513 0001941040-24-000249.hdr.sgml : 20240513 20240513133346 ACCESSION NUMBER: 0001941040-24-000249 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nierenberg Investment Management Company, Inc. CENTRAL INDEX KEY: 0001282683 ORGANIZATION NAME: IRS NUMBER: 911677205 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10859 FILM NUMBER: 24938156 BUSINESS ADDRESS: STREET 1: 19605 NE 8TH ST CITY: CAMAS STATE: WA ZIP: 98607 BUSINESS PHONE: 360-604-8600 MAIL ADDRESS: STREET 1: 19605 NE 8TH ST CITY: CAMAS STATE: WA ZIP: 98607 FORMER COMPANY: FORMER CONFORMED NAME: NIERENBERG INVESTMENT MANAGEMENT CO DATE OF NAME CHANGE: 20040304 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001282683 XXXXXXXX 03-31-2024 03-31-2024 false Nierenberg Investment Management Company, Inc.

19605 NE 8th St Camas WA 98607

13F HOLDINGS REPORT 028-10859 000155416 801-74080 N Hanna Kuehl 360-604-8600 Hanna Kuehl Camas WA 05-13-2024 0 44 179548400 INFORMATION TABLE 2 infotable.xml ALLEGIANT TRAVEL CO COM 01748X102 300832 4000 SH Call SOLE 4000 0 0 APPLOVIN CORP COM CL A 03831W108 522957 7555 SH SOLE 7555 0 0 ARHAUS INC COM CL A 04035M102 912781 59310 SH SOLE 0 59310 0 BREAD FINANCIAL HOLDINGS INC COM 018581108 789860 21210 SH SOLE 0 21210 0 BREAD FINANCIAL HOLDINGS INC COM 018581108 968240 26000 SH Call SOLE 26000 0 0 BROOKDALE SR LIVING INC COM 112463104 512639 77555 SH SOLE 77555 0 0 CANTALOUPE INC COM 138103106 16985861 2641658 SH SOLE 0 2641658 0 CLEARFIELD INC COM 18482P103 1773608 57510 SH SOLE 57510 0 0 COMMSCOPE HLDG CO INC COM 20337X109 288200 220000 SH Call SOLE 220000 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 420000 120000 SH Call SOLE 120000 0 0 CONCENTRIX CORP COM 20602D101 1318440 19910 SH SOLE 0 19910 0 DANA INC COM 235825205 271145 21350 SH SOLE 0 21350 0 DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 1149091 467110 SH SOLE 0 467110 0 DZS INC COM 268211109 227773 172555 SH SOLE 172555 0 0 EASTERN BANKSHARES INC COM 27627N105 6147093 446088 SH SOLE 0 446088 0 ECOVYST INC COM 27923Q109 2036102 182610 SH SOLE 0 182610 0 ENZO BIOCHEM INC COM 294100102 14675 11555 SH SOLE 11555 0 0 EQT CORP COM 26884L109 18041710 486693 SH SOLE 0 486693 0 EQT CORP COM 26884L109 4300120 116000 SH Call SOLE 116000 0 0 FIRST HORIZON CORPORATION COM 320517105 963347 62555 SH SOLE 62555 0 0 FIRST HORIZON CORPORATION COM 320517105 770000 50000 SH Call SOLE 50000 0 0 FLOTEK INDS INC DEL COM NEW 343389409 4666162 1247637 SH SOLE 0 1247637 0 FLUOR CORP NEW COM 343412102 18332101 433588 SH SOLE 0 433588 0 GULF IS FABRICATION INC COM 402307102 819929 111555 SH SOLE 111555 0 0 HELEN OF TROY LTD COM G4388N106 1507339 13080 SH SOLE 0 13080 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1328496 122555 SH SOLE 122555 0 0 INTERNATIONAL SEAWAYS INC COM Y41053102 1249136 23480 SH SOLE 0 23480 0 INTERNATIONAL SEAWAYS INC COM Y41053102 909720 17100 SH Call SOLE 17100 0 0 KBR INC COM 48242W106 3228199 50710 SH SOLE 0 50710 0 MATRIX SVC CO COM 576853105 1297202 99555 SH SOLE 99555 0 0 MR COOPER GROUP INC COM 62482R107 42211016 541514 SH SOLE 0 541514 0 ORION GROUP HLDGS INC COM 68628V308 184951 22555 SH SOLE 22555 0 0 POTBELLY CORP COM 73754Y100 34269605 2829860 SH SOLE 0 2829860 0 PREMIER INC CL A 74051N102 1701921 77010 SH SOLE 0 77010 0 PREMIER INC CL A 74051N102 221000 10000 SH Call SOLE 10000 0 0 RANGE RES CORP COM 75281A109 1017579 29555 SH SOLE 29555 0 0 SMART SAND INC COM 83191H107 425080 222555 SH SOLE 222555 0 0 SONOS INC COM 83570H108 1287598 67555 SH SOLE 67555 0 0 SOUTHWESTERN ENERGY CO COM 845467109 1512627 199555 SH SOLE 199555 0 0 SP PLUS CORP COM 78469C103 1961122 37555 SH SOLE 0 37555 0 SUPERIOR INDS INTL INC COM 868168105 861581 297097 SH SOLE 0 297097 0 SUPERIOR INDS INTL INC COM 868168105 321900 111000 SH Call SOLE 111000 0 0 TUTOR PERINI CORP COM 901109108 1483741 102610 SH SOLE 0 102610 0 W & T OFFSHORE INC COM 92922P106 35921 13555 SH SOLE 13555 0 0