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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
EGAN icon
476
eGain
EGAN
$153M
– –
-14,546
Closed -$115K
ENS icon
477
EnerSys
ENS
$6.45B
– –
-1,219
Closed -$212K
ESE icon
478
ESCO Technologies
ESE
$6.95B
– –
-843
Closed -$237K
ESEA icon
479
Euroseas
ESEA
$492M
– –
-5,782
Closed -$387K
ETSY icon
480
Etsy
ETSY
$6.28B
– –
-12,188
Closed -$609K
EXLS icon
481
EXL Service
EXLS
$5.27B
– –
-6,837
Closed -$208K
EXR icon
482
Extra Space Storage
EXR
$28.2B
– –
-3,613
Closed -$474K
FBK icon
483
FB Financial Corp
FBK
$2.64B
– –
-7,272
Closed -$378K
FCFS icon
484
FirstCash
FCFS
$9.43B
– –
-1,228
Closed -$231K
FFIC
485
DELISTED
Flushing Financial
FFIC
– –
-19,429
Closed -$298K
FIVN icon
486
FIVE9
FIVN
$2.67B
– –
-11,642
Closed -$177K
FLXS icon
487
Flexsteel Industries
FLXS
$366M
– –
-4,953
Closed -$223K
FOSL icon
488
Fossil Group
FOSL
$367M
– –
-84,069
Closed -$362K
FR icon
489
First Industrial Realty Trust
FR
$8.11B
– –
-3,972
Closed -$230K
FWRG icon
490
First Watch Restaurant Group
FWRG
$626M
– –
-45,829
Closed -$480K
G icon
491
Genpact
G
$5.56B
– –
-15,038
Closed -$560K
GCT icon
492
GigaCloud Technology
GCT
$1.93B
– –
-5,438
Closed -$247K
GHM icon
493
Graham Corp
GHM
$1.02B
– –
-2,778
Closed -$219K
GILT icon
494
Gilat Satellite Networks
GILT
$781M
– –
-12,669
Closed -$190K
GOOD
495
Gladstone Commercial Corp
GOOD
$605M
– –
-25,366
Closed -$290K
GSAT icon
496
Globalstar
GSAT
$10.7B
– –
-3,891
Closed -$258K
GSIT icon
497
GSI Technology
GSIT
$216M
– –
-32,627
Closed -$168K
HAE icon
498
Haemonetics
HAE
$4.79B
– –
-21,371
Closed -$1.2M
HBNC icon
499
Horizon Bancorp
HBNC
$990M
– –
-52,556
Closed -$871K
HDSN
500
Hudson Technologies
HDSN
$217M
– –
-10,401
Closed -$61.2K
18 19
20
21 22

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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.