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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
GASS icon
401
StealthGas
GASS
$335M
$85.4K 0.01%
+10,813
New +$102K
SCIIR
402
SC II Acquisition Corp Rights
SCIIR
$83.8K 0.01%
450,000
– –
PGACR
403
Pantages Capital Acquisition Corp Right
PGACR
$82.4K 0.01%
403,269
– –
XNET
404
Xunlei
XNET
$319M
$81.1K 0.01%
+14,501
New +$83.6K
HTZ icon
405
Hertz
HTZ
$620M
$75.5K 0.01%
+33,333
New +$182K
EMISR
406
Emmis Acquisition Corp Rights
EMISR
$75K ﹤0.01%
500,000
– –
HAVAR
407
Harvard Ave Acquisition Corp Rights
HAVAR
$72K ﹤0.01%
450,000
– –
PRLD icon
408
Prelude Therapeutics
PRLD
$310M
$71.2K ﹤0.01%
+13,352
New +$58.1K
APURR
409
Aperture AC Rights
APURR
$68K ﹤0.01%
+425,000
New +$84.5K
SSACR
410
SPACSphere Acquisition Corp Rights
SSACR
$67.5K ﹤0.01%
450,000
– –
IMPP icon
411
Imperial Petroleum
IMPP
$231M
$60K ﹤0.01%
13,026
-6,412
-33% -$31.2K
RFAMR
412
RF Acquisition Corp III Rights
RFAMR
$51.2K ﹤0.01%
465,000
– –
IRHOR
413
Iron Horse Acquisitions Corp II Rights
IRHOR
$48.4K ﹤0.01%
300,987
-149,013
-33% -$25.4K
BSAAR
414
BEST SPAC I Acquisition Corp Rights
BSAAR
$44.9K ﹤0.01%
270,848
– –
SSEAR
415
Starry Sea Acquisition Corp Rights
SSEAR
$41.2K ﹤0.01%
249,800
– –
NOEMR
416
CO2 Energy Transition Corp Right
NOEMR
$40.8K ﹤0.01%
226,847
-14,760
-6% -$2.39K
XFLH.RT
417
XFLH Capital Corp Rights
XFLH.RT
$40.2K ﹤0.01%
+450,000
New +$49.5K
APACR
418
StoneBridge Acquisition II Corp Rights
APACR
$36K ﹤0.01%
225,000
– –
WSTNR
419
Westin Acquisition Corp Right
WSTNR
$34.4K ﹤0.01%
200,000
– –
UYSCR
420
UY Scuti Acquisition Corp Rights
UYSCR
$33.7K ﹤0.01%
240,898
– –
LCCCR
421
Lakeshore Acquisition III Corp Rights
LCCCR
$32.8K ﹤0.01%
163,800
– –
WTGUR
422
Wintergreen Acquisition Corp Rights
WTGUR
$30.4K ﹤0.01%
200,000
– –
CHARR
423
Charlton Aria Acquisition Corp Rights
CHARR
$29.5K ﹤0.01%
365,000
– –
CHPGR
424
ChampionsGate Acquisition Corp Rights
CHPGR
$13.8K ﹤0.01%
100,893
– –
GTERR
425
Globa Terra Acquisition Corp Rights
GTERR
$11.1K ﹤0.01%
101,200
– –
15 16
17
18 19

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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.