Enviri Stock Up 120% as $43 Million Buy Makes It a Top Holding in This Portfolio

1 month ago 26

Jonathan Ponciano, The Motley Fool

Sun, February 22, 2026 astatine 3:06 PM CST 4 min read

Newtyn Management reported a bargain of 2,906,420 shares of Enviri Corporation (NYSE:NVRI) successful its February 17, 2026, SEC filing, an estimated $43.31 cardinal transaction based connected mean quarterly pricing.

According to a SEC filing dated February 17, 2026, Newtyn Management accrued its holding successful Enviri Corporation by 2,906,420 shares during the 4th quarter. The estimated transaction worth is $43.31 cardinal based connected the quarter’s mean stock price. The fund’s quarter-end presumption roseate successful worth by $60.94 million, a fig that includes some the stock acquisition and changes successful marketplace price.

Enviri present represents 8.8% of Newtyn’s 13F reportable assets.
Top 5 holdings aft the filing:
- NYSE: AD: $91.15 cardinal (9.7% of AUM)
- NASDAQ: INDV: $90.94 cardinal (9.7% of AUM)
- NASDAQ: QDEL: $86.10 cardinal (9.1% of AUM)
- NYSE: NVRI: $82.42 cardinal (8.8% of AUM)
- NASDAQ: TBPH: $80.45 cardinal (8.5% of AUM)
As of February 17, 2026, Enviri shares were priced astatine $19.00, up 120% implicit the past twelvemonth and good outperforming the S&P 500’s astir 13% summation successful the aforesaid period.

Metric

Value

Price (as of marketplace adjacent 2/17/26)	$19.00
Market Capitalization	$1.53 billion
Revenue (TTM)	$2.24 billion
Net Income (TTM)	($166.56 million)

Enviri Corporation provides biology solutions for concern and specialty discarded streams, including on-site services, concern abrasives, roofing granules, and specialty discarded processing.
The institution generates gross done semipermanent contracts for worldly logistics, assets recovery, and specialty discarded management, arsenic good arsenic the merchantability of value-added downstream products.
It serves iron, steel, and metals manufacturers, arsenic good arsenic customers with hazardous and non-hazardous discarded processing needs successful the United States and internationally.

Enviri Corporation is simply a starring supplier of biology and discarded absorption solutions for concern clients, operating done its Harsco Environmental and Harsco Clean Earth segments. The institution leverages its expertise successful assets betterment and specialty discarded processing to service a wide scope of industries nether semipermanent contracts.

Turnaround stories lone enactment if the underlying concern tin stabilize currency flow, and that mightiness beryllium the existent question here.

Enviri’s third-quarter numbers amusement a institution successful transition. Revenue was fundamentally level twelvemonth implicit twelvemonth astatine $575 million, portion adjusted EBITDA came successful astatine $74 million, down from $85 cardinal a twelvemonth earlier. Clean Earth delivered a grounds 4th with 6% gross maturation and $43 cardinal successful adjusted EBITDA, but Harsco Rail remained pressured, posting a nonaccomplishment astatine the EBITDA line.

Nevertheless, shares person rallied since the steadfast announced, little than 2 weeks aft earnings, that Veolia Environnement would get Clean Energy for $3 cardinal successful cash. Management touted the determination arsenic a "significant measurement successful realizing Enviro's sum-of-the-parts value.”

And that makes this acquisition notable. At 8.8% of reported assets, it is 1 of the fund’s larger positions now, alongside different concentrated healthcare and concern names. All told, the banal is up 120% implicit the past twelvemonth and the acquisition is crushed for bullishness adjacent arsenic the latest fundamentals remained mixed.

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