We are live on ! Find out more
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
GLBE icon
276
Global E Online
GLBE
$6.75B
$300K 0.02%
8,637
+1,726
+25% +$54.6K
ANDE icon
277
Andersons Inc
ANDE
$2.28B
$298K 0.02%
4,352
-156
-3% -$11.3K
EVC icon
278
Entravision Communication
EVC
$684M
$293K 0.02%
+22,488
New +$159K
ERAS icon
279
Erasca
ERAS
$4.98B
$288K 0.02%
+15,699
New +$225K
NRC icon
280
NRC Health Common Stock
NRC
$433M
$285K 0.02%
13,195
-9,454
-42% -$175K
QTTB icon
281
Q32 Bio
QTTB
$261M
$282K 0.02%
+22,150
New +$185K
SND icon
282
Smart Sand
SND
$222M
$280K 0.02%
+55,912
New +$281K
LTH icon
283
Life Time Group Holdings
LTH
$8.93B
$280K 0.02%
+6,848
New +$217K
LQDA icon
284
Liquidia Corp
LQDA
$6.13B
$278K 0.02%
+3,492
New +$187K
NESR
285
National Energy Services Reunited Corp
NESR
$3.24B
$277K 0.02%
+9,263
New +$229K
ENVA icon
286
Enova International
ENVA
$4.32B
$276K 0.02%
1,147
-285,396
-100% -$49.1M
QTWO icon
287
Q2 Holdings
QTWO
$3.5B
$275K 0.02%
5,712
– –
ALNT icon
288
Allient
ALNT
$1.97B
$269K 0.02%
+2,611
New +$201K
OOMA icon
289
Ooma
OOMA
$601M
$268K 0.02%
13,925
-21,335
-61% -$366K
HSTM icon
290
HealthStream
HSTM
$890M
$267K 0.02%
+9,782
New +$229K
WK icon
291
Workiva
WK
$3.79B
$266K 0.02%
+5,488
New +$283K
ACRS icon
292
Aclaris Therapeutics
ACRS
$758M
$266K 0.02%
+50,291
New +$224K
FSS icon
293
Federal Signal
FSS
$7B
$265K 0.02%
+2,065
New +$237K
ECG
294
Everus Construction Group
ECG
$5.97B
$263K 0.02%
1,582
-561
-26% -$82.2K
WWW icon
295
Wolverine World Wide
WWW
$1.57B
$261K 0.02%
+15,795
New +$267K
CBL
296
CBL Properties
CBL
$1.61B
$260K 0.02%
+4,898
New +$227K
BZ icon
297
Kanzhun
BZ
$6.18B
$260K 0.02%
+20,201
New +$277K
PRLB icon
298
Protolabs
PRLB
$2.3B
$256K 0.02%
+3,136
New +$221K
CTRN icon
299
Citi Trends
CTRN
$409M
$255K 0.02%
4,412
-588
-12% -$28.2K
UFCS icon
300
United Fire Group
UFCS
$1.37B
$255K 0.02%
+4,865
New +$216K
10 11
12
13 14

Similar funds

ACM
Atika Capital Management New York $1.52B AUM 229.41% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.52B AUM 23.15% 1-Year Est. Return
MIM
Marco Investment Management Atlanta, Georgia $1.52B AUM 47.33% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
SC
Styrax Capital New York $1.52B AUM 57.44% 1-Year Est. Return

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.