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MP

Mangrove Partners Portfolio holdings

AUM $1.24B
1-Year Est. Return 41.74%
This Fund
S&P 500
This Quarter Est. Return
-0.51%
1 Year Est. Return
+41.74%
3 Year Est. Return
+169.22%
5 Year Est. Return
+150.23%
10 Year Est. Return
+417.9%
AUM
$1.24B
AUM Growth
+$8.47M
Cap. Flow
+$84.3M
Cap. Flow %
6.82%
Top 10 Hldgs %
41.63%
Holding
631
New
260
Increased
49
Reduced
40
Closed
204

Top Buys

Rank Stock Value
1
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$80.5M
2
GPC icon
Genuine Parts
GPC
+$39.2M
3
KDP icon
Keurig Dr Pepper
KDP
+$38.3M
4
OKE icon
Oneok
OKE
+$38M
5
UNP icon
Union Pacific
UNP
+$36.3M

Top Sells

Rank Stock Value
1
RIO icon
Rio Tinto
RIO
+$79.9M
2
TEVA icon
Teva Pharmaceuticals
TEVA
+$67.4M
3
ECVT icon
Ecovyst
ECVT
+$53M
4
BDX icon
Becton Dickinson
BDX
+$48M
5
TFX icon
Teleflex
TFX
+$31.3M

Sector Composition

Rank Sector Weight
1 Financials 22.91%
2 Technology 11.8%
3 Healthcare 11.74%
4 Consumer Discretionary 10.63%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PZG icon
401
Paramount Gold Nevada
PZG
$94.4M
$87.8K 0.01%
+52,881
New +$100K
IMPP icon
402
Imperial Petroleum
IMPP
$215M
$83.2K 0.01%
+19,438
New +$77.6K
SSACR
403
SPACSphere Acquisition Corp Rights
SSACR
$81K 0.01%
+450,000
New +$81.7K
PGACR
404
Pantages Capital Acquisition Corp Right
PGACR
$80.7K 0.01%
403,269
– –
EMISR
405
Emmis Acquisition Corp Rights
EMISR
$70K 0.01%
500,000
– –
QSEAR
406
Quartzsea Acquisition Corp Rights
QSEAR
$65.3K 0.01%
408,154
– –
IRHOR
407
Iron Horse Acquisitions Corp II Rights
IRHOR
$63.9K 0.01%
+450,000
New +$63.5K
HDSN
408
Hudson Technologies
HDSN
$267M
$61.2K ﹤0.01%
10,401
-3,657
-26% -$25.1K
OVID icon
409
Ovid Therapeutics
OVID
$435M
$60.6K ﹤0.01%
+27,294
New +$48.8K
HAVAR
410
Harvard Ave Acquisition Corp Rights
HAVAR
$54K ﹤0.01%
+450,000
New +$61.4K
DMAAR
411
Drugs Made In America Acquisition Corp Rights
DMAAR
$51.3K ﹤0.01%
850,000
– –
CHARR
412
Charlton Aria Acquisition Corp Rights
CHARR
$51.2K ﹤0.01%
365,000
– –
IHRT icon
413
iHeartMedia
IHRT
$535M
$50.4K ﹤0.01%
17,258
+688
+4% +$2.28K
SSEAR
414
Starry Sea Acquisition Corp Rights
SSEAR
$47.5K ﹤0.01%
249,800
– –
RFAMR
415
RF Acquisition Corp III Rights
RFAMR
$46.5K ﹤0.01%
+465,000
New +$52K
BSAAR
416
BEST SPAC I Acquisition Corp Rights
BSAAR
$43.2K ﹤0.01%
270,848
– –
WSTNR
417
Westin Acquisition Corp Right
WSTNR
$42K ﹤0.01%
+200,000
New +$39.5K
NOEMR
418
CO2 Energy Transition Corp Right
NOEMR
$41.1K ﹤0.01%
241,607
– –
UYSCR
419
UY Scuti Acquisition Corp Rights
UYSCR
$38.5K ﹤0.01%
240,898
– –
PEPG icon
420
PepGen
PEPG
$133M
$35K ﹤0.01%
+19,774
New +$111K
WTGUR
421
Wintergreen Acquisition Corp Rights
WTGUR
$30K ﹤0.01%
200,000
– –
LCCCR
422
Lakeshore Acquisition III Corp Rights
LCCCR
$29.5K ﹤0.01%
163,800
– –
APACR
423
StoneBridge Acquisition II Corp Rights
APACR
$27.1K ﹤0.01%
+225,000
New +$35.7K
CHPGR
424
ChampionsGate Acquisition Corp Rights
CHPGR
$14.1K ﹤0.01%
100,893
– –
GTERR
425
Globa Terra Acquisition Corp Rights
GTERR
$12.8K ﹤0.01%
101,200
– –
15 16
17
18 19

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Mangrove Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mangrove Partners held 631 positions worth $1.24B, up 0.69% from $1.23B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Mangrove Partners deployed $84.3M of net new capital in Q1 2026, opening 260 new positions and adding to 49 existing holdings. Its largest new stake was Grayscale Ethereum Staking Mini ETF Shares: 3,552,685 shares worth $70.6M.

By sector, the portfolio is most concentrated in Financials at 23% of assets, up from 19% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was CO2 Energy Transition Corp, an estimated $2.59M trimmed.

  • Mangrove Partners's largest Q1 2026 buy was Grayscale Ethereum Staking Mini ETF Shares: 3,552,685 shares worth $70.6M.
  • Mangrove Partners added most to Millicom in Q1 2026, an estimated $36M increase.
  • Mangrove Partners's biggest Q1 2026 reduction was CO2 Energy Transition Corp, cutting an estimated $2.59M.
  • Mangrove Partners fully exited Rio Tinto in Q1 2026, selling an estimated $79.9M.
  • Mangrove Partners's ten largest holdings make up 42% of its $1.24B portfolio in Q1 2026.
  • Mangrove Partners opened 260 new positions and closed 204 in Q1 2026.
  • Mangrove Partners's portfolio value rose 0.69% quarter-over-quarter to $1.24B.

Based on Mangrove Partners's 13F filing for Q1 2026, filed 15 May 2026.