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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
NMPAR
426
NMP Acquisition Corp Right
NMPAR
$6.37K ﹤0.01%
36,017
– –
ABX
427
Abacus Global Management
ABX
$811M
– –
-29,191
Closed -$230K
AES icon
428
AES
AES
$10.6B
– –
-248,580
Closed -$3.5M
AMBP icon
429
Ardagh Metal Packaging
AMBP
$2.62B
– –
-65,598
Closed -$266K
AMSC icon
430
American Superconductor
AMSC
$1.45B
– –
-8,719
Closed -$295K
AMWD
431
DELISTED
American Woodmark
AMWD
– –
-28,766
Closed -$1.15M
APEI icon
432
American Public Education
APEI
$762M
– –
-4,014
Closed -$228K
AREC icon
433
American Resources Corp
AREC
$203M
– –
-106,270
Closed -$257K
ARWR icon
434
Arrowhead Research
ARWR
$9.31B
– –
-3,797
Closed -$238K
ASA
435
ASA Gold and Precious Metals
ASA
$1.04B
– –
-9,789
Closed -$607K
ASB icon
436
Associated Banc-Corp
ASB
$5.55B
– –
-27,688
Closed -$716K
ASO icon
437
Academy Sports + Outdoors
ASO
$3.03B
– –
-4,168
Closed -$235K
ATHM icon
438
Autohome
ATHM
$2.46B
– –
-10,734
Closed -$186K
AVA icon
439
Avista
AVA
$2.94B
– –
-12,843
Closed -$516K
AVPT icon
440
AvePoint
AVPT
$2.75B
– –
-25,571
Closed -$243K
AX icon
441
Axos Financial
AX
$5.02B
– –
-4,213
Closed -$358K
AXTA icon
442
Axalta
AXTA
$7.04B
– –
-55,533
Closed -$1.54M
BATRK icon
443
Atlanta Braves Holdings Series B
BATRK
$3.48B
– –
-10,228
Closed -$437K
BF.B icon
444
Brown-Forman Class B
BF.B
$12B
– –
-21,285
Closed -$563K
BILI icon
445
Bilibili
BILI
$6.13B
– –
-9,791
Closed -$221K
BIPC icon
446
Brookfield Infrastructure
BIPC
$4.3B
– –
-13,071
Closed -$517K
BKE icon
447
Buckle
BKE
$2.18B
– –
-4,734
Closed -$238K
BLFY
448
DELISTED
Blue Foundry Bancorp
BLFY
– –
-198,659
Closed -$2.63M
BMBL icon
449
Bumble
BMBL
$351M
– –
-90,947
Closed -$296K
BOOT icon
450
Boot Barn
BOOT
$3.73B
– –
-1,465
Closed -$214K
16 17
18
19 20

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MIM
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KCMH
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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.