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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
PECEU
376
Peace Acquisition Corp Units
PECEU
$172K 0.01%
+16,519
New +$171K
IRD
377
Opus Genetics
IRD
$396M
$171K 0.01%
41,717
– –
PALO
378
Paloma Acquisition Corp I
PALO
$210M
$165K 0.01%
+16,680
New +$165K
ACI icon
379
Albertsons Companies
ACI
$5.66B
$156K 0.01%
11,555
-8,123
-41% -$130K
SHIP icon
380
Seanergy Maritime Holdings
SHIP
$360M
$155K 0.01%
+11,549
New +$174K
ILPT
381
Industrial Logistics Properties Trust
ILPT
$492M
$153K 0.01%
+17,212
New +$133K
BREZR
382
Breeze Acquisition Corp II Right
BREZR
$150K 0.01%
+575,000
New +$146K
LYFT icon
383
Lyft
LYFT
$5.63B
$147K 0.01%
10,082
-46,666
-82% -$653K
ACEL icon
384
Accel Entertainment
ACEL
$899M
$145K 0.01%
+11,472
New +$139K
MTW icon
385
Manitowoc
MTW
$798M
$140K 0.01%
10,108
– –
KTWOR
386
K2 Capital Acquisition Corp Rights
KTWOR
$130K 0.01%
590,000
– –
BIII
387
Black Spade Acquisition III Co
BIII
$128K 0.01%
+12,876
New +$127K
SUMAR
388
SUMA Acquisition Corp Rights
SUMAR
$126K 0.01%
+450,000
New +$108K
KD icon
389
Kyndryl
KD
$2.53B
$122K 0.01%
+10,789
New +$134K
OPFI icon
390
OppFi
OPFI
$535M
$119K 0.01%
+11,961
New +$104K
ADAM
391
Adamas Trust
ADAM
$732M
$116K 0.01%
+12,345
New +$106K
SNAP icon
392
Snap
SNAP
$9.17B
$102K 0.01%
+23,041
New +$126K
PLUG icon
393
Plug Power
PLUG
$2.77B
$102K 0.01%
+37,735
New +$119K
RWT
394
Redwood Trust
RWT
$467M
$100K 0.01%
+21,141
New +$115K
TLYS icon
395
Tilly's
TLYS
$131M
$99.2K 0.01%
+23,615
New +$107K
AIIA.RT
396
AI Infrastructure Acquisition Corp Rights
AIIA.RT
$94.5K 0.01%
450,000
– –
PONOR
397
Pono Capital Four Inc Rights
PONOR
$94.5K 0.01%
+450,000
New +$99.9K
DMAAR
398
Drugs Made In America Acquisition Corp Rights
DMAAR
$93.5K 0.01%
850,000
– –
DC icon
399
Dakota Gold
DC
$887M
$92.6K 0.01%
+21,739
New +$117K
QSEAR
400
Quartzsea Acquisition Corp Rights
QSEAR
$89.8K 0.01%
408,154
– –
14 15
16
17 18

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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.