Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Inmode LtdCUSIP M5425M103 | $26.7M | 34.3% | +1.9% |
| MATWMatthews Intl Corp | $20.7M | 26.5% | |
| SPRUSpruce Power Holding Corp | $8.8M | 11.3% | +2.1% |
| RICKRci Hospitality Hldgs Inc | $8.5M | 11.0% | |
| BOOMDmc Global Inc | $6.4M | 8.2% | −7.3% |
| NPKNational Presto Inds Inc | $4.6M | 5.8% | −35.4% |
| ESPEspey Mfg & Electrs Corp | $1.1M | 1.4% | |
| NNDMNano Dimension Ltd | $681K | 0.9% | New |
| PETSPetmed Express Inc | $372K | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ESPEspey Mfg & Electrs Corp | December 31, 2025 | +42.9% | $1.1M |
| NPKNational Presto Inds Inc | December 31, 2025 | +17.1% | $4.6M |
| RICKRci Hospitality Hldgs Inc | December 31, 2025 | +14.6% | $8.5M |
| MATWMatthews Intl Corp | December 31, 2025 | +3.1% | $20.7M |
| Inmode LtdCUSIP M5425M103 | December 31, 2025 | −0.5% | $26.7M |
| BOOMDmc Global Inc | December 31, 2025 | −13.2% | $6.4M |
| PETSPetmed Express Inc | December 31, 2025 | −40.0% | $372K |
| SPRUSpruce Power Holding Corp | December 31, 2025 | −49.3% | $8.8M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.4% | +14.8% |
| March 31, 2026 | −9.3% | −4.6% |
| December 31, 2024 | −2.4% | +2.1% |
| September 30, 2024 | −11.6% | +5.4% |
| June 30, 2024 | +12.9% | +4.0% |
| March 31, 2024 | +12.5% | +10.0% |
| December 31, 2023 | −5.2% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +0.6% | +7.0% |
| December 31, 2022 | +15.1% | +7.1% |
| September 30, 2022 | −1.1% | −5.3% |
| June 30, 2022 | +1.9% | −16.5% |
| March 31, 2022 | −7.3% | −4.9% |
| December 31, 2021 | +21.7% | +10.7% |
| September 30, 2021 | −5.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Steel Partners Holdings L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1452857&type=13F-HR&dateb=&owner=include&count=40CIK 1452857
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1452857/000092189526001996/Filed August 7, 2026 · accession 0000921895-26-001996