Manatuck Hill Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Manatuck Hill Partners, LLC reported 98 stock positions worth $285.8 million. Its top holding was Realreal (REAL) at 4.7% of the portfolio, followed by Zeta Global Class A (ZETA, 4.3%) and Herbalife (HLF, 3.9%). Compared with Q3 2025, it opened 28 new positions, sold out of 31, added to 18 and reduced 31. The biggest buy was Digital Turbine (APPS, shares +233%) and the biggest sale an exit from Plug Power (PLUG).

Most Recent 13F
Q2 2026
Location
WESTPORT, CT
CIK
0001467902
Portfolio Value
$285.8M (Q4 2025)
SEC Filing
0001467902-26-000001 ↗ filed Feb 17, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $227.4M Q1 2024 Q2 2024: $226.8M Q2 2024 Q3 2024: $264.0M Q3 2024 Q4 2024: $244.0M Q4 2024 Q1 2025: $217.0M Q1 2025 Q2 2025: $265.7M Q2 2025 Q3 2025: $294.2M Q3 2025 Q4 2025: $285.8M $285.8M Q4 2025 Q1 2026: $305.3M Q1 2026 Q2 2026: $301.6M Q2 2026

Holdings 98 stocks · $285.8M

REAL The Realreal Inc. filed as THE REALREAL INC 4.72% 855,255 $13.5M Reduce -33.1%
ZETA Zeta Global Holdings Corp. Class A 4.31% 605,000 $12.3M Reduce -14.2%
HLF Herbalife Ltd. 3.95% 875,000 $11.3M Reduce -12.5%
IMAX Imax Corp. 3.74% 289,200 $10.7M Reduce -14.7%
APPS Digital Turbine Inc. 3.50% 2,000,000 $10.0M Add +233.3%
FTI Technipfmc PLC 3.43% 220,000 $9.8M Add +15.8%
TTI Tetra Technologies Inc. 3.10% 946,087 $8.9M Reduce -9.6%
PSLV Sprott Physical Silver Trust 2.98% 360,200 $8.5M Reduce -4.0%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 2.96% 107,448 $8.5M No change
NHC National Healthcare Corp. 2.90% 60,400 $8.3M No change
PHYS Sprott Physical Gold Trust 2.89% 250,000 $8.3M No change
FWRG First Watch Restaurant Group 2.43% 459,900 $6.9M Add +55.9%
UTI Universal Technical Institut 2.42% 264,800 $6.9M Add +342.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.33% 121,198 $6.7M No change
LTH Life Time Group Holdings Inc. 2.33% 250,000 $6.6M Add +25.0%
CSV Carriage Services Inc. 2.03% 137,000 $5.8M Reduce -9.9%
MGNI Magnite Inc. 1.99% 350,000 $5.7M Add +0.2%
ANGO Angiodynamics Inc. 1.91% 425,000 $5.5M Add +6.3%
OPRX Optimizerx Corp. 1.81% 422,107 $5.2M Reduce -10.6%
FTK Flotek Industries Inc. 1.74% 289,000 $5.0M Add +9.5%
APEI American Public Education 1.67% 126,466 $4.8M Reduce -7.3%
SMP Standard Motor Prods 1.61% 125,000 $4.6M No change
MAMA Mama's Creations Inc. 1.58% 335,500 $4.5M No change
PRSU Pursuit Attractions and Hosp 1.55% 131,400 $4.4M Add +113.0%
OPLN Openlane Inc. 1.54% 147,500 $4.4M Add +51.3%
LINC Lincoln Educational Services 1.53% 180,675 $4.4M Add +63.3%
EVLV Evolv Technologies Holdings 1.50% 600,000 $4.3M New
SBLK Star Bulk Carriers Corp. 1.37% 203,800 $3.9M Add +117.3%
EZPW Ezcorp Inc. Class A 1.36% 200,000 $3.9M Reduce -13.0%
OSIS Osi Systems Inc. 1.28% 14,300 $3.6M No change
MRCY Mercury Systems Inc. 1.15% 45,000 $3.3M New
AEM Agnico Eagle Mines Ltd. 1.07% 18,000 $3.1M No change
GNSS Genasys Inc. 1.01% 1,343,225 $2.9M Reduce -12.1%
VICR Vicor Corp. 0.98% 25,600 $2.8M Reduce -12.0%
AGI Alamos Gold Inc. Class A 0.94% 70,000 $2.7M Reduce -22.2%
MGRC McGrath Rentcorp 0.93% 25,300 $2.7M No change
BELFB Bel Fuse Inc. Class B 0.89% 15,000 $2.5M No change
MTUS Metallus Inc. 0.87% 145,000 $2.5M Reduce -3.3%
RMNI Rimini Street Inc. 0.87% 639,115 $2.5M Add +5.7%
EXE Expand Energy Corp. 0.77% 20,000 $2.2M Reduce -20.0%
VVX V2X Inc. 0.76% 40,000 $2.2M No change
NGD New Gold Inc. 0.76% 250,000 $2.2M Reduce -16.7%
AESI Atlas Energy Solutions Inc. 0.76% 230,000 $2.2M New
DHT DHT Holdings Inc. 0.75% 175,000 $2.1M New
KGC Kinross Gold Corp. 0.65% 66,000 $1.9M Reduce -34.0%
FCX Freeport-McMoran Inc. 0.62% 35,000 $1.8M New
ALM Almonty Industries Inc. 0.62% 200,000 $1.8M New
OWLT Owlet Inc. 0.57% 100,000 $1.6M New
NOK Nokia Corp.-Spon ADR 0.57% 250,000 $1.6M New
PXED Phoenix Education Partners I 0.48% 45,000 $1.4M New
KRUS Kura Sushi USA Inc. Class A 0.46% 25,000 $1.3M New
PSTL Postal Realty Trust Inc. Class A 0.45% 80,200 $1.3M Add +33.7%
HUBG Hub Group Inc. Class A 0.45% 30,000 $1.3M New
BSX Boston Scientific Corp. 0.42% 12,738 $1.2M No change
RGLD Royal Gold Inc. 0.41% 5,225 $1.2M New
SBSW Sibanye-Stillwater Ltd.-ADR 0.40% 80,000 $1.1M Reduce -20.0%
HSHP Himalaya Shipping Ltd. 0.40% 125,000 $1.1M No change
SB Safe Bulkers Inc. 0.38% 225,000 $1.1M No change
INDA iShares MSCI India ETF 0.38% 20,000 $1.1M New
XGN Exagen Inc. 0.37% 175,000 $1.1M No change
AA Alcoa Corp. 0.37% 20,000 $1.1M New
RRC Range Resources Corp. 0.37% 30,000 $1.1M Reduce -40.0%
INSW International Seaways Inc. 0.34% 20,000 $971K New
WPM Wheaton Precious Metals Corp. 0.33% 8,000 $940K Reduce -46.7%
AEYE Audioeye Inc. 0.32% 90,300 $902K Reduce -40.4%
TBN Tamboran Resources Corp. 0.31% 32,100 $874K New
AVNW Aviat Networks Inc. 0.31% 40,800 $872K Reduce -54.8%
LSTR Landstar System Inc. 0.30% 6,000 $862K New
EAT Brinker International Inc. 0.30% 6,000 $861K New
PALL Abrdn Physical Palladium SHS 0.30% 5,900 $858K Reduce -88.2%
WFRD Weatherford International PL 0.27% 10,000 $783K No change
IBIT iShares Bitcoin Trust ETF 0.26% 15,000 $745K New
CNX CNX Resources Corp. 0.26% 20,000 $735K No change
APA Apa Corp. 0.26% 30,000 $734K Add +20.0%
III Information Services Group 0.26% 126,800 $733K Reduce -27.8%
OSS One Stop Systems Inc. 0.25% 100,000 $718K Add +100.0%
STZ Constellation Brands Inc. Class A 0.24% 5,000 $690K New
GRPN Groupon Inc. 0.24% 38,500 $678K New
EOG EOG Resources Inc. 0.22% 6,000 $630K Add +20.0%
ONEW Onewater Marine Inc. Class A 0.16% 42,700 $462K New
LGCY Legacy Education Inc. 0.16% 44,600 $454K No change
CSX CSX Corp. 0.15% 12,000 $435K New
CTRA Coterra Energy Inc. 0.14% 15,000 $395K No change
STRR Star Equity Holdings Inc. 0.13% 31,800 $358K Reduce -25.4%
DVN Devon Energy Corp. 0.12% 9,200 $337K Reduce -69.3%
TISI Team Inc. 0.11% 22,182 $313K Reduce -69.2%
LTRX Lantronix Inc. 0.10% 50,000 $293K Reduce -80.0%
GAIA Gaia Inc. 0.10% 80,000 $290K New
FRO Frontline PLC 0.10% 13,300 $290K New
ACU Acme United Corp. filed as ACME UTD CORP 0.10% 6,855 $276K No change
GWW WW Grainger Inc. 0.10% 270 $272K New
OII Oceaneering Intl Inc. 0.09% 10,600 $255K Reduce -73.5%
ARLO Arlo Technologies Inc. 0.08% 17,000 $238K New
AR Antero Resources Corp. 0.07% 6,200 $214K Reduce -69.0%
TDW Tidewater Inc. 0.07% 4,100 $207K Add +5.1%
SWAG Stran & Co. Inc. 0.06% 106,866 $177K Reduce -48.8%
PRE Prenetics Global Ltd. Class A 0.06% 10,800 $170K New
OSUR Orasure Technologies Inc. 0.03% 30,000 $73K No change

Portfolio Sells Q3 2025 → Q4 2025

PLUG Plug Power Inc. Sold out 0.00% −1.99
PALL Abrdn Physical Palladium SHS Reduce -88.2% 0.30% −1.64
OPRX Optimizerx Corp. Reduce -10.6% 1.81% −1.48
IIIV I3 Verticals Inc. Class A Sold out 0.00% −1.43
BBSI Barrett Business SVCS Inc. Sold out 0.00% −1.28
PPLT Abrdn Physical Platinum SHRS Sold out 0.00% −1.21
HCSG Healthcare Services Group Sold out 0.00% −1.14
TBCH Turtle Beach Corp. Sold out 0.00% −1.14
CCJ Cameco Corp. Sold out 0.00% −1.13
HLMN Hillman Solutions Corp. Sold out 0.00% −1.08
KWEB Kranesh Csi China Internet Sold out 0.00% −1.07
BC Brunswick Corp. Sold out 0.00% −0.99
XME SS SPDR S&P Metals Mining Sold out 0.00% −0.95
STLN Starling Oncology Inc. Sold out 0.00% −0.75
PUBM Pubmatic Inc. Class A Sold out 0.00% −0.56
NATR Natures Sunshine Prods Inc. Sold out 0.00% −0.54
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.49
ADTN Adtran Holdings Inc. Sold out 0.00% −0.45
ZETA Zeta Global Holdings Corp. Class A Reduce -14.2% 4.31% −0.45
BG Bunge Global SA Sold out 0.00% −0.43
AEYE Audioeye Inc. Reduce -40.4% 0.32% −0.40
AVNW Aviat Networks Inc. Reduce -54.8% 0.31% −0.40
CTRI Centuri Holdings Inc. Sold out 0.00% −0.36
SAND Sandstorm Gold Ltd. Sold out 0.00% −0.36
TISI Team Inc. Reduce -69.2% 0.11% −0.30
LTRX Lantronix Inc. Reduce -80.0% 0.10% −0.29
CSV Carriage Services Inc. Reduce -9.9% 2.03% −0.27
RRC Range Resources Corp. Reduce -40.0% 0.37% −0.27
GNSS Genasys Inc. Reduce -12.1% 1.01% −0.26
OII Oceaneering Intl Inc. Reduce -73.5% 0.09% −0.25
SSTI Soundthinking Inc. Sold out 0.00% −0.24
WPM Wheaton Precious Metals Corp. Reduce -46.7% 0.33% −0.24
NE Noble Corp. PLC Sold out 0.00% −0.24
DVN Devon Energy Corp. Reduce -69.3% 0.12% −0.24
INR Infinity Natural Resour Class A Sold out 0.00% −0.22
KGC Kinross Gold Corp. Reduce -34.0% 0.65% −0.19
BLZE Backblaze Inc. Class A Sold out 0.00% −0.19
RAMP Liveramp Holdings Inc. Sold out 0.00% −0.18
SRTA Strata Critical Medical Inc. Sold out 0.00% −0.17
APEI American Public Education Reduce -7.3% 1.67% −0.16
AR Antero Resources Corp. Reduce -69.0% 0.07% −0.15
KVHI KVH Industries Inc. Sold out 0.00% −0.15
TGEN Tecogen Inc./Waltham Ma Sold out 0.00% −0.15
EXE Expand Energy Corp. Reduce -20.0% 0.77% −0.13
EZPW Ezcorp Inc. Class A Reduce -13.0% 1.36% −0.13
AGI Alamos Gold Inc. Class A Reduce -22.2% 0.94% −0.12
III Information Services Group Reduce -27.8% 0.26% −0.09
DXLG Destination XL Group Inc. Sold out 0.00% −0.08
AENT Alliance Entertainment Holdi Sold out 0.00% −0.06
SWAG Stran & Co. Inc. Reduce -48.8% 0.06% −0.06

Portfolio Buys Q3 2025 → Q4 2025

APPS Digital Turbine Inc. Add +233.3% 3.50% +2.19
UTI Universal Technical Institut Add +342.8% 2.42% +1.76
EVLV Evolv Technologies Holdings New 1.50% +1.50
MRCY Mercury Systems Inc. New 1.15% +1.15
FTI Technipfmc PLC Add +15.8% 3.43% +0.88
FWRG First Watch Restaurant Group Add +55.9% 2.43% +0.86
PRSU Pursuit Attractions and Hosp Add +113.0% 1.55% +0.79
SBLK Star Bulk Carriers Corp. Add +117.3% 1.37% +0.78
AESI Atlas Energy Solutions Inc. New 0.76% +0.76
DHT DHT Holdings Inc. New 0.75% +0.75
LINC Lincoln Educational Services Add +63.3% 1.53% +0.64
FCX Freeport-McMoran Inc. New 0.62% +0.62
ALM Almonty Industries Inc. New 0.62% +0.62
OPLN Openlane Inc. Add +51.3% 1.54% +0.58
OWLT Owlet Inc. New 0.57% +0.57
NOK Nokia Corp.-Spon ADR New 0.57% +0.57
PXED Phoenix Education Partners I New 0.48% +0.48
KRUS Kura Sushi USA Inc. Class A New 0.46% +0.46
LTH Life Time Group Holdings Inc. Add +25.0% 2.33% +0.45
HUBG Hub Group Inc. Class A New 0.45% +0.45
FTK Flotek Industries Inc. Add +9.5% 1.74% +0.43
RGLD Royal Gold Inc. New 0.41% +0.41
ANGO Angiodynamics Inc. Add +6.3% 1.91% +0.39
INDA iShares MSCI India ETF New 0.38% +0.38
AA Alcoa Corp. New 0.37% +0.37
INSW International Seaways Inc. New 0.34% +0.34
TBN Tamboran Resources Corp. New 0.31% +0.31
LSTR Landstar System Inc. New 0.30% +0.30
EAT Brinker International Inc. New 0.30% +0.30
IBIT iShares Bitcoin Trust ETF New 0.26% +0.26
STZ Constellation Brands Inc. Class A New 0.24% +0.24
GRPN Groupon Inc. New 0.24% +0.24
ONEW Onewater Marine Inc. Class A New 0.16% +0.16
OSS One Stop Systems Inc. Add +100.0% 0.25% +0.16
CSX CSX Corp. New 0.15% +0.15
PSTL Postal Realty Trust Inc. Class A Add +33.7% 0.45% +0.13
GAIA Gaia Inc. New 0.10% +0.10
FRO Frontline PLC New 0.10% +0.10
GWW WW Grainger Inc. New 0.10% +0.10
ARLO Arlo Technologies Inc. New 0.08% +0.08
PRE Prenetics Global Ltd. Class A New 0.06% +0.06
APA Apa Corp. Add +20.0% 0.26% +0.05
EOG EOG Resources Inc. Add +20.0% 0.22% +0.03
TDW Tidewater Inc. Add +5.1% 0.07% +0.00
RMNI Rimini Street Inc. Add +5.7% 0.87% −0.09
MGNI Magnite Inc. Add +0.2% 1.99% −0.60

Options Activity Q3 2025 → Q4 2025

HYG Ishr Ibx Usd Hiyld CB ETF-Ui put Sold out 100,000 $8.1Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 128$301.6MAPPS, ZETA, NHC, OPLN, HSBC
Q1 2026 115$305.3MIMAX, APEI, NHC, FLR, HSBC
Q4 2025 98$285.8MREAL, ZETA, HLF, IMAX, APPS
Q3 2025 101$294.2MZETA, REAL, IMAX, OPRX, HLF
Q2 2025 115$265.7MFTI, REAL, BV, MGNI, IMAX
Q1 2025 95$217.0MPHYS, PSLV, REAL, FTI, XLF
Q4 2024 107$244.0MREAL, ML, GLD, KD, ZETA
Q3 2024 117$264.0MZETA, GLD, REAL, NCMI, COMP
Q2 2024 104$226.8MZETA, ML, CECO, REAL, GLD
Q1 2024 118$227.4MREAL, ML, CECO, ZETA, FTI