Warren Lichtenstein
Steel Partners Holdings L.P.
- Portfolio value
- $77,993,563
- Stocks
- 9
- Period
- Q2 2026
- Filed
- 7 Aug 2026
Activist value holding company; takes controlling stakes and engages management to unlock value.
✦
Cut Dmc Global Inc. 7.3%, added 2% to Spruce Power Holding Corp and opened 1 new position, the largest NNDM at 0.9%. Unknown is still the biggest weight in the book at 91.8%. The top five names are 91% of it.
Sector exposure
Unknown
91.8%
Industrials
8.2%
Concentration
34.3%Largest, INMD
91%Top 5
100%Top 10
6Positions over 5%
2Under 1%, 1% of the book
Portfolio return
Time-weighted · held at window start
By position
By sector
| Stock | % Portfolio | Recent Activity | Shares | Reported Price | Value | |
|---|---|---|---|---|---|---|
| INMD — Inmode Ltd. | 34.28% | Add 1.86% | 1,828,815 | $14.62 | $26,737,275 | ↗ ◎ |
| MATW — Matthews International Corp | 26.54% | 768,930 | $26.92 | $20,699,596 | ↗ ◎ | |
| SPRU — Spruce Power Holding Corp | 11.34% | Add 2.06% | 3,429,380 | $2.58 | $8,847,800 | ↗ ◎ |
| RCI HOSPITALITY HLDGS INC | 10.96% | 312,873 | $27.32 | $8,547,690 | ||
| BOOM — Dmc Global Inc. | 8.24% | Reduce 7.33% | 1,106,830 | $5.81 | $6,430,682 | ↗ ◎ |
| NATIONAL PRESTO INDS INC | 5.84% | 36,469 | $124.99 | $4,558,260 | ||
| ESP — Espey Mfg & Electronics Corp | 1.44% | 16,627 | $67.35 | $1,119,828 | ↗ ◎ | |
| NNDM — Nano Dimension Ltd - Adr | 0.87% | New | 469,377 | $1.45 | $680,597 | ↗ ◎ |
| PETS — Petmed Express Inc | 0.48% | 193,664 | $1.92 | $371,835 | ↗ ◎ |