Steel Partners Holdings L.P.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Steel Partners Holdings L.P. reported 10 stock positions worth $44.5 million. Its top holding was Steel Connect (STCN) at 43.1% of the portfolio, followed by Whole Earth Brands (FREE, 17.1%) and DMC Global (BOOM, 12.2%). Compared with Q4 2023, it opened 5 new positions and reduced 1. The biggest buy was a new position in DMC Global (BOOM) and the biggest sale Palladyne AI (PDYN, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001452857
- Portfolio Value
- $44.5M (Q1 2024)
- SEC Filing
- 0000921895-24-001218 ↗ filed May 15, 2024
Holdings Value
Holdings 10 stocks · $44.5M
| STCN Steel Connect Inc. | 43.07% | 2,017,689 | $19.1M | No change |
| FREE Whole Earth Brands Inc. | 17.07% | 1,571,125 | $7.6M | No change |
| BOOM DMC Global Inc. | 12.17% | 277,703 | $5.4M | New |
| SCX Starrett (l.s.) Co. Class A | 9.89% | 276,844 | $4.4M | No change |
| LXFR Luxfer Holdings PLC | 6.82% | 292,432 | $3.0M | New |
| MRCY Mercury Systems Inc. | 4.42% | 66,543 | $2.0M | New |
| 23ANDME HOLDING CO | 2.51% | 2,095,493 | $1.1M | New |
| NPK National Presto Inds Inc. | 2.37% | 12,563 | $1.1M | No change |
| CONTEXTLOGIC INC - A | 0.95% | 73,924 | $421K | New |
| PDYN Palladyne AI Corp. | 0.73% | 180,504 | $327K | Reduce -71.2% |
Portfolio Sells Q4 2023 → Q1 2024
| PDYN Palladyne AI Corp. | Reduce -71.2% | 0.73% | −0.79 |
Portfolio Buys Q4 2023 → Q1 2024
| BOOM DMC Global Inc. | New | 12.17% | +12.17 |
| LXFR Luxfer Holdings PLC | New | 6.82% | +6.82 |
| MRCY Mercury Systems Inc. | New | 4.42% | +4.42 |
| 23ANDME HOLDING CO | New | 2.51% | +2.51 |
| CONTEXTLOGIC INC - A | New | 0.95% | +0.95 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $78.0M | INMD, MATW, SPRU, RICK, BOOM |
| Q1 2026 | 10 | $96.4M | INMD, MATW, GDOT, SPRU, NPK |
| Q4 2025 | 10 | $125.1M | GDOT, MATW, SPRU, BOOM, INMD |
| Q3 2024 | 9 | $81.2M | STCN, BOOM, CONTEXTLOGIC INC - A, TRS, LXFR |
| Q2 2024 | 7 | $79.0M | STCN, BOOM, CONTEXTLOGIC INC - A, LXFR, MRCY |
| Q1 2024 | 10 | $44.5M | STCN, FREE, BOOM, SCX, LXFR |