ENVIRI CORP
COM · Common Stock · CUSIP 415864107
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $21.91.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 185 |
| Q4 2022 | 176 |
| Q1 2023 | 175 |
| Q2 2023 | 187 |
| Q3 2023 | 187 |
| Q4 2023 | 184 |
| Q1 2024 | 189 |
| Q2 2024 | 193 |
| Q3 2024 | 210 |
| Q4 2024 | 198 |
| Q1 2025 | 194 |
| Q2 2025 | 197 |
| Q3 2025 | 205 |
| Q4 2025 | 234 |
| Q1 2026 | 222 |
| Q2 2026 | 7 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 96 | 90 |
| Q4 2024 | 75 | 114 |
| Q1 2025 | 70 | 108 |
| Q2 2025 | 89 | 92 |
| Q3 2025 | 86 | 91 |
| Q4 2025 | 109 | 97 |
| Q1 2026 | 114 | 97 |
| Q2 2026 | 0 | 210 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $27.9m | $1.0m | 0.04 |
| Q4 2025 | $30.9m | $15.9m | 0.51 |
| Q1 2026 | $44.6m | $5.0m | 0.11 |
| Q2 2026 | $0 | $0 | — |
Biggest buyers
| None |
Biggest sellers
| BlackRock, Inc. | Sold out | -11.7m |
| NEUBERGER BERMAN GROUP LLC | Sold out | -6.1m |
| Newtyn Management, LLC | Sold out | -5.5m |
| D. E. Shaw & Co., Inc. | Sold out | -5.0m |
| TPG GP A, LLC | Sold out | -3.6m |
| VANGUARD CAPITAL MANAGEMENT LLC | Sold out | -3.3m |
| DIMENSIONAL FUND ADVISORS LP | Sold out | -3.2m |
| STATE STREET CORP | Sold out | -2.9m |
| MASON CAPITAL MANAGEMENT LLC | Reduced | -2.7m |
| Hudson Bay Capital Management LP | Sold out | -2.5m |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Neuberger Berman Group LLC 13G · institution +0.3 pts · filed 2026-06-02 | 7.3% |
| Newtyn Management, LLC 13G · institution new · filed 2026-02-17 | 6.2% |
Fell to 5% or below in the last year: MASON CAPITAL MANAGEMENT LLC (0.0%, 2026-08-14), DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (0.0%, 2026-08-14), BlackRock, Inc. (0.0%, 2026-07-14), D. E. SHAW & CO, L.P. (0.0%, 2026-06-03), Fund 1 Investments, LLC (1.8%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26), DIMENSIONAL FUND ADVISORS LP (4.6%, 2026-01-21), PARADIGM CAPITAL MANAGEMENT INC/NY (4.7%, 2025-11-14), BARROW HANLEY MEWHINNEY & STRAUSS LLC (0.0%, 2025-11-12)
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MASON CAPITAL MANAGEMENT LLC 6.40% of their portfolio | 1.8m $38.9m | Reduced -2.7m |
| Mill Road Capital Management LLC 7.54% of their portfolio | 695.3k $15.3m | Reduced -1.4m |
| Meros Investment Management, LP 2.01% of their portfolio | 288.6k $6.3m | Reduced -337.2k |
| Nuveen, LLC 0.00% of their portfolio | 89.2k $1.9m | Reduced -74.1k |
| Cruiser Capital Advisors, LLC 0.33% of their portfolio | 24.5k $537.4k | Reduced -7.8k |
| IFP Advisors, Inc 0.00% of their portfolio | 22 $456 | Reduced -34 |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $18 | Unchanged |