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MP

Mangrove Partners Portfolio holdings

AUM $1.52B
1-Year Est. Return 36.54%
This Fund
S&P 500
This Quarter Est. Return
+8.88%
1 Year Est. Return
+36.54%
3 Year Est. Return
+184.84%
5 Year Est. Return
+166.78%
10 Year Est. Return
+454.52%
AUM
$1.52B
AUM Growth
+$287M
Cap. Flow
+$202M
Cap. Flow %
13.28%
Top 10 Hldgs %
38.09%
Holding
626
New
199
Increased
41
Reduced
61
Closed
200

Top Buys

Rank Stock Value
1
VISN
Vistance Networks Inc
VISN
+$101M
2
APTV icon
Aptiv
APTV
+$37.5M
3
ACHC icon
Acadia Healthcare
ACHC
+$35.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.9M
5
BELFA icon
Bel Fuse Inc Class A
BELFA
+$25.1M

Top Sells

Rank Stock Value
1
ENVA icon
Enova International
ENVA
+$49.1M
2
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$25.8M
3
TRIP icon
TripAdvisor
TRIP
+$10.3M
4
BSOL
Bitwise Solana Staking ETF
BSOL
+$8.47M
5
ATMU icon
Atmus Filtration Technologies
ATMU
+$5.65M

Sector Composition

Rank Sector Weight
1 Technology 19.15%
2 Financials 18.28%
3 Healthcare 14.14%
4 Consumer Discretionary 10.53%
5 Miscellaneous 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRTO icon
251
Criteo S.A.
CRTO
$798M
$380K 0.03%
20,813
+5,804
+39% +$104K
NMP
252
NMP Acquisition Corp
NMP
$166M
$370K 0.02%
36,017
– –
YALA
253
Yalla Group
YALA
$832M
$365K 0.02%
+66,540
New +$412K
QUAD icon
254
Quad
QUAD
$485M
$365K 0.02%
+43,310
New +$326K
TWFG
255
TWFG Inc
TWFG
$311M
$363K 0.02%
15,091
-7,407
-33% -$146K
MGNI icon
256
Magnite
MGNI
$3.44B
$362K 0.02%
+19,086
New +$273K
NTST
257
NETSTREIT Corp
NTST
$1.85B
$360K 0.02%
+17,053
New +$346K
DAVE icon
258
Dave Inc
DAVE
$4.14B
$354K 0.02%
950
-2,266
-70% -$589K
INSW icon
259
International Seaways
INSW
$5.23B
$352K 0.02%
+4,600
New +$373K
CGNT icon
260
Cognyte Software
CGNT
$629M
$344K 0.02%
+39,158
New +$371K
PSTL
261
Postal Realty Trust
PSTL
$715M
$342K 0.02%
13,860
-16,704
-55% -$373K
SDGR icon
262
Schrodinger
SDGR
$2.16B
$329K 0.02%
+20,222
New +$271K
FRO icon
263
Frontline
FRO
$10.6B
$328K 0.02%
+9,440
New +$347K
NEXT icon
264
NextDecade
NEXT
$1.75B
$328K 0.02%
43,464
– –
HAPN
265
Happen Inc
HAPN
$1.73B
$328K 0.02%
+15,800
New +$269K
MEI icon
266
Methode Electronics
MEI
$517M
$322K 0.02%
16,985
-9,713
-36% -$100K
FA icon
267
First Advantage
FA
$3.37B
$320K 0.02%
+17,737
New +$257K
MYRG icon
268
MYR Group
MYRG
$4.56B
$310K 0.02%
619
-174
-22% -$71.5K
DAC icon
269
Danaos Corp
DAC
$2.81B
$309K 0.02%
2,528
-2,400
-49% -$300K
NJR icon
270
New Jersey Resources
NJR
$5.14B
$309K 0.02%
+5,513
New +$308K
EXTR icon
271
Extreme Networks
EXTR
$2.84B
$308K 0.02%
+9,518
New +$229K
HLIO icon
272
Helios Technologies
HLIO
$2.26B
$308K 0.02%
+3,450
New +$265K
FROG icon
273
JFrog
FROG
$11B
$304K 0.02%
+3,350
New +$218K
MANU icon
274
Manchester United
MANU
$3.52B
$303K 0.02%
+13,226
New +$262K
GLUE icon
275
Monte Rosa Therapeutics
GLUE
$1B
$303K 0.02%
12,517
-1,191
-9% -$22.5K
9 10
11
12 13

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WFA
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SC
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Mangrove Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mangrove Partners held 626 positions worth $1.52B, up 23% from $1.24B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Mangrove Partners deployed $202M of net new capital in Q2 2026, opening 199 new positions and adding to 41 existing holdings. Its largest new stake was Aptiv: 613,392 shares worth $37.7M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 12% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Enova International, an estimated $49.1M trimmed.

  • Mangrove Partners's largest Q2 2026 buy was Aptiv: 613,392 shares worth $37.7M.
  • Mangrove Partners added most to Vistance Networks Inc in Q2 2026, an estimated $101M increase.
  • Mangrove Partners's biggest Q2 2026 reduction was Enova International, cutting an estimated $49.1M.
  • Mangrove Partners fully exited TripAdvisor in Q2 2026, selling an estimated $10.3M.
  • Mangrove Partners's ten largest holdings make up 38% of its $1.52B portfolio in Q2 2026.
  • Mangrove Partners opened 199 new positions and closed 200 in Q2 2026.
  • Mangrove Partners's portfolio value rose 23% quarter-over-quarter to $1.52B.

Based on Mangrove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.