Manatuck Hill Partners Q2 Activity: Strategic Shifts in Technology and Healthcare
Manatuck Hill Partners, a private investment firm focused on growth-oriented companies, saw significant changes in its portfolio holdings during the second quarter of 2026.
As reported by insiderset.com for the period ending June 30th, 2026, Manatuck Hill Partners (manatuck-hill-partners-llc) demonstrated active management of its portfolio through notable purchases and sales. The firm's total holdings increased slightly in allocation percentage, reflecting a dynamic approach to investment adjustments.
The investor's actions this quarter were concentrated across various sectors, with Technology being the most prominent area for both buying activity and strategic selling based on disclosed changes. Significant new positions emerged alongside reductions or exits from existing ones, indicating focused research-driven decisions.
Technology Sector Focus
In the Technology sector, Manatuck Hill Partners made several noteworthy moves. The firm significantly increased its stake in OSIS (OSI SYSTEMS INC), acquiring an additional 18000 shares or a staggering 117.65% increase, boosting the position's allocation to 2.41%. Similarly, substantial purchases were recorded for CHYM (CHIME FINL INC) and LTH, both representing 100% increases in shares held during this period.
Conversely, the investor reduced exposure significantly within Technology. The position in APPS (DIGITAL TURBINE INC), a core holding previously accounting for 4.46% of the portfolio, saw a sharp decline due to selling -309956 shares or approximately -22.9%. This substantial reduction highlights a strategic shift away from this particular stock despite its previous importance.
Healthcare and Consumer Cyclical Changes
The Healthcare sector also witnessed activity, with Manatuck Hill Partners adding a new position in TOI (THE ONCOLOGY INSTITUTE INC), which represents 0.81% of the portfolio now. This was achieved by purchasing all shares held previously, indicating either an initial investment or a complete replacement.
Meanwhile, in Healthcare, there were mixed signals regarding existing positions. The firm maintained its stake in NHC (NATIONAL HEALTHCARE CORP), which slightly decreased (-1.61%) but still holds allocation of 4.16%. However, the position in ANGO (ANGIODYNAMICS INC) saw a significant reduction due to selling -198500 shares or approximately -41.79%, impacting its allocation.
In the Consumer Cyclical space, Manatuck Hill Partners exited FWRG (FIRST WATCH RESTAURANT GROUP) entirely by selling -431800 shares (-93.89%), reducing its allocation to just 0.12%. The position in FNKO (FUNKO INC), which remained unchanged, reflects a stable holding despite the overall active trading environment.
Other Sectors and Stable Holdings
The investor also saw changes in other sectors. In Consumer Defensive, MGNI (MAGNITE INC)'s position allocation increased to 2.83% due to buying activity (+45.16%). However, in the same sector, there was a reduction for UTI (UNIVERSAL TECHNICAL INST INC) (-69.37%), though its current allocation remains small at 0.93%.
In Financial Services, the investor maintained their position in BAC (BANK OF AMER CORP) and ABL, both unchanged this quarter. However, they sold shares in VBI (not listed here but mentioned in indicators) and other stocks like IMAX (IMAX CORP) which saw a large reduction (-68.08%).
In Energy, the position held by PUMP (PROPETRO HLDG CORP) decreased due to selling -175000 shares (-33.33%). Other sectors like Consumer Cyclical and Communication Services also saw reductions, including TBI (TRUEBLUE INC) which was sold entirely.