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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
HAVA
26
Harvard Ave Acquisition Corp
HAVA
$211M
$7.48M 0.49%
740,600
– –
QLEP
27
Quantum Leap Acquisition Corp
QLEP
$300M
$7.45M 0.49%
+750,000
New +$7.46M
GEF icon
28
Greif
GEF
$4.81B
$7.27M 0.48%
+97,567
New +$6.54M
CTAAU
29
ClearThink 1 Acquisition Corp Units
CTAAU
$155M
$6.1M 0.4%
605,000
– –
ARCLU
30
ARC Group Acquisition I Corp Unit
ARCLU
$155M
$5.87M 0.39%
+575,000
New +$5.82M
KTWO
31
K2 Capital Acquisition Corp
KTWO
$202M
$5.87M 0.39%
590,000
– –
BREZ
32
Breeze Acquisition Corp II
BREZ
$5.7M 0.37%
+575,000
New +$5.7M
CIG icon
33
CEMIG Preferred Shares
CIG
$6.41B
$5.51M 0.36%
2,625,000
– –
VECA.U
34
Vernal Capital Acquisition Corp Units
VECA.U
$5.25M 0.34%
+490,000
New +$5.02M
EMIS
35
Emmis Acquisition Corp
EMIS
$162M
$5.05M 0.33%
500,000
– –
OTAI.U
36
Starlink AI Acquisition Corp Units
OTAI.U
$5.05M 0.33%
+499,990
New +$5.04M
LWAC
37
LightWave Acquisition Corp
LWAC
$310M
$4.98M 0.33%
486,900
– –
AXIN
38
Axiom Intelligence Acquisition Corp 1
AXIN
$282M
$4.75M 0.31%
459,340
-440,660
-49% -$4.52M
KFII
39
K&F Growth Acquisition Corp II
KFII
$418M
$4.75M 0.31%
450,000
– –
COPL
40
Copley Acquisition Corp
COPL
$233M
$4.69M 0.31%
450,000
– –
CCAQ
41
Collective Acquisition Corp
CCAQ
$213M
$4.69M 0.31%
449,995
– –
SZZL
42
Sizzle Acquisition Corp II
SZZL
$327M
$4.66M 0.31%
450,000
– –
TVAI
43
Thayer Ventures Acquisition Corporation II
TVAI
$282M
$4.64M 0.31%
450,000
– –
OYSE
44
Oyster Enterprises II Acquisition Corp
OYSE
$352M
$4.63M 0.3%
450,000
– –
SPEG
45
Silver Pegasus Acquisition Corp
SPEG
$159M
$4.62M 0.3%
450,000
– –
INAC
46
Indigo Acquisition Corp
INAC
$4.61M 0.3%
450,000
– –
PACH
47
Pioneer Acquisition I Corp
PACH
$294M
$4.6M 0.3%
450,000
– –
AIIA
48
AI Infrastructure Acquisition Corp
AIIA
$197M
$4.6M 0.3%
450,000
– –
RFAM
49
RF Acquisition Corp III
RFAM
$139M
$4.6M 0.3%
465,000
– –
VNME
50
Vendome Acquisition Corp I
VNME
$4.59M 0.3%
450,000
– –
1
2
3 4 5

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MIM
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KCMH
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WFA
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SC
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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.