Manatuck Hill Partners, LLC

CIK

1467902

Location

WESTPORT, CT

Portfolio Value

Small $365,652,999

Diversification

Diversified

Filing Date

Global Rank

#3,085 / 8,603 ▲ 523 · as of Mar 2026

Top Industry

Oil & Gas Equipment & Services 12.5%

3Y Alpha vs SPY

+4.4%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+87.4%

SPY

+76.5%

Annualised alpha

+2.4%

Max drawdown

−24.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

113 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.8%

+13.0 pts

Top 5

28.6%

+8.1 pts

Top 10

40.0%

+3.9 pts

HHI

436

Diversified+212

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	19.1%	$69,879,376	3
Energy	15.2%	$55,721,530	25
Technology	13.6%	$49,769,067	16
Consumer Defensive	10.7%	$39,294,019	7
Financial Services	8.6%	$31,267,233	6
Consumer Cyclical	8.5%	$31,184,690	9
Industrials	7.5%	$27,411,197	17
Healthcare	6.3%	$22,883,024	12
Basic Materials	5.7%	$20,683,545	13
Communication Services	4.4%	$16,070,806	4
Real Estate	0.4%	$1,488,512	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
NOK	Nokia Corp	+700,000	950,000	$7,638,000
LTRX	Lantronix Inc	+440,600	490,600	$2,570,744
OII	Oceaneering International Inc	+150,000	160,600	$5,696,482
OPLN	OPENLANE, Inc.	+102,500	250,000	$7,287,500
AESI	Atlas Energy Solutions Inc.	+72,000	302,000	$3,962,240
IBIT	iShares Bitcoin Trust ETF	+57,800	72,800	$2,796,976
ANGO	Angiodynamics Inc	+50,000	475,000	$5,400,750
APEI	American Public Education Inc	+45,000	171,466	$9,752,986
AVNW	Aviat Networks, Inc.	+35,000	75,800	$1,713,838
FRO	Frontline plc	+30,000	43,300	$1,509,438
PRSU	Pursuit Attractions & Hospitality, Inc.	+20,000	151,400	$5,545,782
LINC	Lincoln Educational Services Corp	+12,298	192,973	$7,850,141
SMP	Standard Motor Products, Inc.	+10,000	135,000	$4,689,900
DVN	Devon Energy Corp/De	+5,800	15,000	$754,800
TISI	Team Inc	+5,349	27,531	$438,844
MGRC	Mcgrath Rentcorp	+5,000	30,300	$3,341,484
ACU	Acme United Corp	+1,082	7,937	$356,450
OSIS	Osi Systems Inc	+1,000	15,300	$4,062,303
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
APPS	Digital Turbine, Inc.	−646,583	1,353,417	$3,897,840
REAL	TheRealReal, Inc.	−602,486	252,769	$2,295,142
OPRX	OptimizeRx Corp	−372,107	50,000	$314,000
HLF	Herbalife Ltd.	−340,000	535,000	$7,875,200
LTH	Life Time Group Holdings, Inc.	−191,600	58,400	$1,573,296
PSLV	Sprott Physical Silver Trust	−168,000	192,200	$4,687,758
ALM	Almonty Industries Inc.	−164,700	35,300	$511,144
FTI	TechnipFMC plc	−100,000	120,000	$8,295,600
GNSS	Genasys Inc.	−81,729	1,261,496	$2,295,922
SBLK	Star Bulk Carriers Corp.	−70,000	133,800	$3,073,386
EZPW	Ezcorp Inc	−60,400	139,600	$3,543,048
FTK	Flotek Industries Inc/Cn/	−60,000	229,000	$3,886,130
ZETA	Zeta Global Holdings Corp.	−55,000	550,000	$8,756,000
PHYS	Sprott Physical Gold Trust	−50,000	200,000	$7,088,000
UTI	Universal Technical Institute Inc	−50,000	214,800	$7,754,280
MGNI	Magnite, Inc.	−40,000	310,000	$3,682,800
SBSW	Sibanye Stillwater Ltd	−39,400	40,600	$500,192
MTUS	Metallus Inc.	−30,980	114,020	$1,863,086
SWAG	Stran & Company, Inc.	−25,200	81,666	$134,748
DHT	DHT Holdings, Inc.	−25,000	150,000	$2,740,500
HSHP	Himalaya Shipping Ltd.	−25,000	100,000	$1,330,000
MRCY	Mercury Systems Inc	−18,600	26,400	$1,924,824
FCX	Freeport-Mcmoran Inc	−17,500	17,500	$1,028,650
SB	Safe Bulkers, Inc.	−15,000	210,000	$1,329,300
TBN	Tamboran Resources Corp	−11,675	20,425	$1,021,045
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	100,000	$65,034,000
FLR	Fluor Corp	200,000	$9,330,000
PUMP	ProPetro Holding Corp.	525,000	$7,565,250
LBRT	Liberty Energy Inc.	180,000	$5,184,000
DOCN	DigitalOcean Holdings, Inc.	55,000	$4,717,900
AKAM	Akamai Technologies Inc	40,000	$4,594,000
ADTN	ADTRAN Holdings, Inc.	250,000	$3,145,000
TEN	Tsakos Energy Navigation Ltd	70,000	$2,762,200
CDE	Coeur Mining, Inc.	123,973	$2,326,973
ETHE	Grayscale Ethereum Staking ETF	120,000	$2,048,400
TNK	Teekay Tankers Ltd.	24,000	$1,759,680
NTGR	Netgear, Inc.	80,000	$1,747,200
SNDA	Sonida Senior Living, Inc.	50,000	$1,612,500
TALK	Talkspace, Inc.	300,000	$1,552,500
ZM	Zoom Communications, Inc.	18,000	$1,447,020
FUN	Six Flags Entertainment Corporation/NEW	80,000	$1,420,000
SPOT	Spotify Technology S.A.	2,600	$1,260,766
KOPN	Kopin Corp	550,000	$1,237,500
BFLY	Butterfly Network, Inc.	300,000	$1,212,000
LYB	LyondellBasell Industries N.V.	15,000	$1,208,400
JPM	Jpmorgan Chase & Co	4,000	$1,176,640
ASTE	Astec Industries Inc	20,000	$1,076,800
VOXR	Vox Royalty Corp.	200,000	$1,048,000
DOW	Dow Inc.	25,000	$1,041,250
ECO	Okeanis Eco Tankers Corp.	20,000	$1,011,800
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TTI	Tetra Technologies Inc	946,087	$8,864,835
FWRG	First Watch Restaurant Group, Inc.	459,900	$6,935,292
EVLV	Evolv Technologies Holdings, Inc.	600,000	$4,296,000
VICR	Vicor Corp	25,600	$2,805,760
RMNI	Rimini Street, Inc.	639,115	$2,479,766
VVX	V2X, Inc.	40,000	$2,182,000
NGD	New Gold Inc. /FI	250,000	$2,177,500
OWLT	Owlet, Inc.	100,000	$1,619,000
PXED	Phoenix Education Partners, Inc.	45,000	$1,363,500
HUBG	Hub Group, Inc.	30,000	$1,278,300
XGN	Exagen Inc.	175,000	$1,064,000
AA	Alcoa Corp	20,000	$1,062,800
AEYE	Audioeye Inc	90,300	$902,097
LSTR	Landstar System Inc	6,000	$862,200
EAT	Brinker International, Inc	6,000	$861,120
APA	APA Corp	30,000	$733,800
III	Information Services Group Inc.	126,800	$732,904
OSS	One Stop Systems, Inc.	100,000	$718,000
STZ	Constellation Brands, Inc.	5,000	$689,800
GRPN	Groupon, Inc.	38,500	$677,985
ONEW	OneWater Marine Inc.	42,700	$462,014
CSX	Csx Corp	12,000	$435,000
GAIA	Gaia, Inc	80,000	$290,400
GWW	W.W. Grainger, Inc.	270	$272,443
ARLO	Arlo Technologies, Inc.	17,000	$237,830
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

113 positions · $365,652,999 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 113 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	NEW	100,000	NEW	$65,034,000	NEW	17.79%
IMAX	Imax Corp Communication Services	Held	289,200	0	$10,992,492	+2.8%	3.01%
APEI	American Public Education Inc Consumer Defensive	Added	171,466	+45,000	$9,752,986	+104.0%	2.67%
NHC	National Healthcare Corp Healthcare	Held	60,400	0	$9,645,880	+16.5%	2.64%
FLR	Fluor Corp Industrials	NEW	200,000	NEW	$9,330,000	NEW	2.55%
HSBC	Hsbc Holdings PLC Financial Services	Held	107,448	0	$8,863,385	+4.9%	2.42%
ZETA	Zeta Global Holdings Corp. Technology	Reduced	550,000	-55,000	$8,756,000	−28.9%	2.39%
FTI	TechnipFMC plc Energy	Reduced	120,000	-100,000	$8,295,600	−15.4%	2.27%
HLF	Herbalife Ltd. Consumer Defensive	Reduced	535,000	-340,000	$7,875,200	−30.2%	2.15%
LINC	Lincoln Educational Services Corp Consumer Defensive	Added	192,973	+12,298	$7,850,141	+79.9%	2.15%
UTI	Universal Technical Institute Inc Consumer Defensive	Reduced	214,800	-50,000	$7,754,280	+12.1%	2.12%
NOK	Nokia Corp Technology	Added	950,000	+700,000	$7,638,000	+372.2%	2.09%
PUMP	ProPetro Holding Corp. Energy	NEW	525,000	NEW	$7,565,250	NEW	2.07%
OPLN	OPENLANE, Inc. Consumer Cyclical	Added	250,000	+102,500	$7,287,500	+65.9%	1.99%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	200,000	-50,000	$7,088,000	−14.1%	1.94%
BAC	Bank Of America Corp /De/ Financial Services	Held	121,198	0	$5,908,402	−11.4%	1.62%
CSV	Carriage Services Inc Consumer Cyclical	Reduced	127,000	-10,000	$5,798,820	+0.1%	1.59%
OII	Oceaneering International Inc Energy	Added	160,600	+150,000	$5,696,482	+2136.4%	1.56%
PRSU	Pursuit Attractions & Hospitality, Inc. Consumer Cyclical	Added	151,400	+20,000	$5,545,782	+25.3%	1.52%
ANGO	Angiodynamics Inc Healthcare	Added	475,000	+50,000	$5,400,750	−1.0%	1.48%
LBRT	Liberty Energy Inc. Energy	NEW	180,000	NEW	$5,184,000	NEW	1.42%
MAMA	Mama's Creations, Inc. Consumer Defensive	Held	335,500	0	$5,146,570	+13.7%	1.41%
DOCN	DigitalOcean Holdings, Inc. Technology	NEW	55,000	NEW	$4,717,900	NEW	1.29%
SMP	Standard Motor Products, Inc. Consumer Cyclical	Added	135,000	+10,000	$4,689,900	+1.8%	1.28%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	192,200	-168,000	$4,687,758	−45.0%	1.28%
AKAM	Akamai Technologies Inc Technology	NEW	40,000	NEW	$4,594,000	NEW	1.26%
OSIS	Osi Systems Inc Technology	Added	15,300	+1,000	$4,062,303	+11.4%	1.11%
AESI	Atlas Energy Solutions Inc. Energy	Added	302,000	+72,000	$3,962,240	+82.9%	1.08%
APPS	Digital Turbine, Inc. Technology	Reduced	1,353,417	-646,583	$3,897,840	−61.0%	1.07%
FTK	Flotek Industries Inc/Cn/ Energy	Reduced	229,000	-60,000	$3,886,130	−22.0%	1.06%
MGNI	Magnite, Inc. Communication Services	Reduced	310,000	-40,000	$3,682,800	−35.2%	1.01%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	18,000	0	$3,653,640	+19.7%	1.00%
EZPW	Ezcorp Inc Financial Services	Reduced	139,600	-60,400	$3,543,048	−8.8%	0.97%
MGRC	Mcgrath Rentcorp Industrials	Added	30,300	+5,000	$3,341,484	+25.9%	0.91%
ADTN	ADTRAN Holdings, Inc. Technology	NEW	250,000	NEW	$3,145,000	NEW	0.86%
AGI	Alamos Gold Inc Basic Materials	Held	70,000	0	$3,110,100	+15.2%	0.85%
SBLK	Star Bulk Carriers Corp. Industrials	Reduced	133,800	-70,000	$3,073,386	−21.5%	0.84%
IBIT	iShares Bitcoin Trust ETF	Added	72,800	+57,800	$2,796,976	+275.6%	0.76%
TEN	Tsakos Energy Navigation Ltd Energy	NEW	70,000	NEW	$2,762,200	NEW	0.76%
DHT	DHT Holdings, Inc. Energy	Reduced	150,000	-25,000	$2,740,500	+28.3%	0.75%
LTRX	Lantronix Inc Technology	Added	490,600	+440,600	$2,570,744	+777.4%	0.70%
CDE	Coeur Mining, Inc. Basic Materials	NEW	123,973	NEW	$2,326,973	NEW	0.64%
GNSS	Genasys Inc. Technology	Reduced	1,261,496	-81,729	$2,295,922	−20.5%	0.63%
REAL	TheRealReal, Inc. Consumer Cyclical	Reduced	252,769	-602,486	$2,295,142	−83.0%	0.63%
EXE	EXPAND ENERGY Corp Energy	Held	20,000	0	$2,195,600	−0.5%	0.60%
ETHE	Grayscale Ethereum Staking ETF	NEW	120,000	NEW	$2,048,400	NEW	0.56%
KGC	Kinross Gold Corp Basic Materials	Held	66,000	0	$2,014,320	+8.4%	0.55%
MRCY	Mercury Systems Inc Industrials	Reduced	26,400	-18,600	$1,924,824	−41.4%	0.53%
MTUS	Metallus Inc. Basic Materials	Reduced	114,020	-30,980	$1,863,086	−25.1%	0.51%
TNK	Teekay Tankers Ltd. Energy	NEW	24,000	NEW	$1,759,680	NEW	0.48%