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Mangrove Partners Portfolio holdings
AUM
$1.52B
Turnover
63.74%
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
+454.53%
AUM
$1.52B
AUM Growth
+$287M
(+23%)
Cap. Flow
+$202M
Cap. Flow % of AUM
Cap. Flow %
13.28%
Top 10 Holdings %
Top 10 Hldgs %
38.09%
Holding
626
New
199
Increased
41
Reduced
61
Closed
200
Avg Time Held
0.3
years
Top 10 Avg Time Held
0.6
years
Top 20 Avg Time Held
0.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vistance Networks Inc
VISN
|
+$101M |
| 2 |
Aptiv
APTV
|
+$37.5M |
| 3 |
Acadia Healthcare
ACHC
|
+$35.8M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$25.9M |
| 5 |
Bel Fuse Inc Class A
BELFA
|
+$25.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Enova International
ENVA
|
+$49.1M |
| 2 |
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$25.8M |
| 3 |
TripAdvisor
TRIP
|
+$10.3M |
| 4 |
Bitwise Solana Staking ETF
BSOL
|
+$8.47M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
26
Harvard Ave Acquisition Corp
HAVA
| $7.48M | 0.49% |
740,600
| – | – |
2026 Q1
1 quarter
|
|
|
QLEP
27
Quantum Leap Acquisition Corp
QLEP
$301M
| $7.45M | 0.49% |
+750,000
| New | +$7.46M |
2026 Q2
0 quarters
|
|
28
Greif
GEF
$4.15B
| $7.27M | 0.48% |
+97,567
| New | +$6.54M |
2026 Q2
0 quarters
|
|
29
ClearThink 1 Acquisition Corp Units
CTAAU
| $6.1M | 0.4% |
605,000
| – | – |
2026 Q1
1 quarter
|
|
30
ARC Group Acquisition I Corp Unit
ARCLU
| $5.87M | 0.39% |
+575,000
| New | +$5.82M |
2026 Q2
0 quarters
|
|
31
K2 Capital Acquisition Corp
KTWO
$203M
| $5.87M | 0.39% |
590,000
| – | – |
2026 Q1
1 quarter
|
|
|
BREZ
32
Breeze Acquisition Corp II
BREZ
$199M
| $5.7M | 0.37% |
+575,000
| New | +$5.7M |
2026 Q2
0 quarters
|
|
33
CEMIG Preferred Shares
CIG
$5.35B
| $5.51M | 0.36% |
2,625,000
| – | – |
2021 Q2
20 quarters
|
|
34
Vernal Capital Acquisition Corp Units
VECA.U
| $5.25M | 0.34% |
+490,000
| New | +$5.02M |
2026 Q2
0 quarters
|
|
35
Emmis Acquisition Corp
EMIS
$163M
| $5.06M | 0.33% |
500,000
| – | – |
2025 Q4
2 quarters
|
|
|
OTAI.U
36
Starlink AI Acquisition Corp Units
OTAI.U
| $5.05M | 0.33% |
+499,990
| New | +$5.04M |
2026 Q2
0 quarters
|
|
37
LightWave Acquisition Corp
LWAC
$312M
| $4.98M | 0.33% |
486,900
| – | – |
2025 Q3
3 quarters
|
|
38
Axiom Intelligence Acquisition Corp 1
AXIN
$284M
| $4.75M | 0.31% |
459,340
-440,660
| -49% | -$4.52M |
2025 Q3
3 quarters
|
|
39
K&F Growth Acquisition Corp II
KFII
$416M
| $4.75M | 0.31% |
450,000
| – | – |
2025 Q2
4 quarters
|
|
40
Copley Acquisition Corp
COPL
$237M
| $4.69M | 0.31% |
450,000
| – | – |
2025 Q2
4 quarters
|
|
41
Collective Acquisition Corp
CCAQ
| $4.69M | 0.31% |
449,995
| – | – |
2025 Q2
4 quarters
|
|
42
Sizzle Acquisition Corp II
SZZL
$330M
| $4.66M | 0.31% |
450,000
| – | – |
2025 Q2
4 quarters
|
|
43
Thayer Ventures Acquisition Corporation II
TVAI
| $4.64M | 0.31% |
450,000
| – | – |
2025 Q3
3 quarters
|
|
44
Oyster Enterprises II Acquisition Corp
OYSE
$354M
| $4.63M | 0.3% |
450,000
| – | – |
2025 Q3
3 quarters
|
|
45
Silver Pegasus Acquisition Corp
SPEG
$160M
| $4.62M | 0.3% |
450,000
| – | – |
2025 Q3
3 quarters
|
|
46
Indigo Acquisition Corp
INAC
$154M
| $4.61M | 0.3% |
450,000
| – | – |
2025 Q3
3 quarters
|
|
47
Pioneer Acquisition I Corp
PACH
$296M
| $4.6M | 0.3% |
450,000
| – | – |
2025 Q3
3 quarters
|
|
48
AI Infrastructure Acquisition Corp
AIIA
$199M
| $4.6M | 0.3% |
450,000
| – | – |
2025 Q4
2 quarters
|
|
49
RF Acquisition Corp III
RFAM
$139M
| $4.6M | 0.3% |
465,000
| – | – |
2026 Q1
1 quarter
|
|
50
Vendome Acquisition Corp I
VNME
| $4.59M | 0.3% |
450,000
| – | – |
2025 Q3
3 quarters
|
|
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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.