🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Mittleman Investment Management, LLC 13F Filings, Portfolio & Analysis

CIK: 0001456827
Melville 188 Birch Hill Road
Zip Code: 11560
Latest Portfolio Value
$17.38 M
-27.10%
Total Holdings
4
1
Latest Report Date
Q2 2022
Top 10 Concentration
100.00%

Mittleman Investment Management, LLC — Portfolio Overview & Company Profile

Mittleman Investment Management, LLC (CIK: 0001456827) is a financial institution headquartered at 188 Birch Hill Road, , Melville, New York 11560. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2022-06-30), the institution manages a portfolio valued at $17.38 M, comprising 4 distinct securities. Over its filing history, it has submitted 38 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2022 — Top-10 concentration: 100.0%. Quarterly turnover: 12.3%. ▲ 1 new, +0 added, −3 reduced, ×0 exited.

Portfolio Summary (Q2 2022)

Top Buys

Q2 2022
1. Heritage Crystal Clean
+$2.53 M

Top Sells

Q2 2022
1. Revlon
−$2.01 M
−$91,888.23

Asset Allocation

Stocks/ETFs
-27.10%
$17.38 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2022)

Name Shares Market Value Weight Change Activity
394,838 $7.33 M 42.16% ▼ 30,932 Reduce -7.3%
Revlon
N/A
997,830 $5.41 M 31.11% ▼ 370,351 Reduce -27.1%
Heritage Crystal Clean
N/A
93,827 $2.53 M 14.56% ▲ 93,827 New Buy
201,975 $2.12 M 12.17% ▼ 8,775 Reduce -4.2%

Historical Portfolio Charts