STEEL PARTNERS HOLDINGS L.P.

CIK 1452857 · View on SEC EDGAR ↗

Portfolio value
$78.0M
#8,505 of 9,443 by 13F value · top 90.1%
Positions
9
As of
June 30, 2026

Portfolio value QoQ: -19.1% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
7
Effective number of positions
4.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.55% Est. buys $1,348,287 · sells $18,757,406

New positions
1
Increased
2
Decreased
2
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2025–Q2 2026
-7.0%
S&P 500 total return (same window)
+8.7%
Excess return
-15.7%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.2% · Options excluded: 0.0%

Sector breakdown

Health Care
34.3%
Diversified Consumer Services
26.5%
Utilities
11.3%
Consumer Discretionary
11.0%
Energy
8.2%
Industrials
6.7%
Retail
0.5%
Other/Unmapped
1.4%

Full portfolio 9 positions

Type Streak 8Q trend
INMD InMode Ltd. - Ordinary Shares $26,737,275 34.28% 1,828,815 $2,176,737 Up ×2
MATW Matthews International Corporation - Class A Common Stock $20,699,596 26.54% 768,930 $845,823
SPRU Spruce Power Holding Corporation Class A Common Stock $8,847,800 11.34% 3,429,380 $-4,928,848 Up ×2
RICK RCI Hospitality Holdings, Inc. - Common Stock $8,547,690 10.96% 312,873 $1,411,057
BOOM DMC Global Inc. - Common Stock $6,430,682 8.25% 1,106,830 $207,644 Down ×2
NPK National Presto Industries, Inc. Common Stock $4,558,260 5.84% 36,469 $-3,181,381 Down ×1
ESP $1,119,828 1.44% 16,627 $198,360
NNDM Nano Dimension Ltd. - American Depositary Shares $680,597 0.87% 469,377 Up ×1
PETS PetMed Express, Inc. - Common Stock $371,835 0.48% 193,664 $-69,719

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
NNDM $680,597 469,377 0.87%

Top movers (QoQ)

Security Action Shares Δ Value Δ
SPRU Bought more +69K -$4.9M
NPK Trimmed -20K -$3.2M
INMD Bought more +33K +$2.2M
RICK Price move only +0 +$1.4M
MATW Price move only +0 +$846K
BOOM Trimmed -88K +$208K
ESP Price move only +0 +$198K
PETS Price move only +0 -$70K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
GDOT June 30, 2026 1,230,439 $13,805,526 -1.3%
TRS June 30, 2026 54,064 $1,943,060 -14.1%