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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 | |
|---|---|---|---|---|---|---|---|
51
Inflection Point Acquisition Corp. VII Class A Ordinary Shares
IPXG
$321M
| $4.56M | 0.3% |
450,000
| – | – |
2026 Q1
1 quarter
|
|
52
Plutonian Acquisition Corp II Units
PLUN.U
| $4.56M | 0.3% |
+450,000
| New | +$4.54M |
2026 Q2
0 quarters
|
|
53
Galata Acquisition Corp II
LATA
$235M
| $4.55M | 0.3% |
450,000
| – | – |
2025 Q4
2 quarters
|
|
54
Maywood Acquisition Corp 2 Units
MYXXU
$116M
| $4.53M | 0.3% |
+450,000
| New | +$4.54M |
2026 Q2
0 quarters
|
|
55
SC II Acquisition Corp
SCII
$255M
| $4.51M | 0.3% |
450,000
| – | – |
2026 Q1
1 quarter
|
|
56
Iron Horse Acquisitions Corp II
IRHO
$296M
| $4.51M | 0.3% |
450,000
| – | – |
2026 Q1
1 quarter
|
|
|
ATLQU
57
JAB Acquisition Corp I Unit
ATLQU
$156M
| $4.51M | 0.3% |
+450,000
| New | +$4.51M |
2026 Q2
0 quarters
|
|
58
Invest Green Acquisition Corp
IGAC
$242M
| $4.5M | 0.3% |
450,000
| – | – |
2026 Q1
1 quarter
|
|
59
SPACSphere Acquisition Corp
SSAC
$238M
| $4.49M | 0.3% |
450,000
| – | – |
2026 Q1
1 quarter
|
|
60
XFLH Capital Corp
XFLH
$141M
| $4.49M | 0.29% |
+450,000
| New | +$4.47M |
2026 Q2
0 quarters
|
|
61
Pono Capital Four Inc
PONO
$174M
| $4.48M | 0.29% |
+450,000
| New | +$4.46M |
2026 Q2
0 quarters
|
|
62
GigCapital9 Corp
GIX
$367M
| $4.47M | 0.29% |
+450,000
| New | +$4.45M |
2026 Q2
0 quarters
|
|
63
Soren Acquisition Corp
SORN
$349M
| $4.46M | 0.29% |
450,000
| – | – |
2026 Q1
1 quarter
|
|
64
Idea Acquisition Corp
IACO
$438M
| $4.46M | 0.29% |
+450,000
| New | +$4.45M |
2026 Q2
0 quarters
|
|
65
ClearThink 1 Acquisition Corp
CTAA
$171M
| $4.46M | 0.29% |
+450,000
| New | +$4.44M |
2026 Q2
0 quarters
|
|
66
Xsolla SPAC 1
XSLL
$278M
| $4.46M | 0.29% |
450,000
| – | – |
2026 Q1
1 quarter
|
|
67
SUMA Acquisition Corp
SUMA
$234M
| $4.45M | 0.29% |
+450,000
| New | +$4.43M |
2026 Q2
0 quarters
|
|
|
APUR
68
Aperture AC
APUR
$148M
| $4.21M | 0.28% |
+425,000
| New | +$4.21M |
2026 Q2
0 quarters
|
|
69
Future Money Acquisition Corp Units
FMACU
| $4.1M | 0.27% |
405,259
+55,259
| +16% | +$557K |
2026 Q1
1 quarter
|
|
70
Shreya Acquisition Group Units
SAGU.U
| $4.08M | 0.27% |
+400,000
| New | +$4.03M |
2026 Q2
0 quarters
|
|
71
BOXABL Inc
BXBL
$435M
| $4.06M | 0.27% |
392,000
| – | – |
2025 Q1
5 quarters
|
|
72
Ponce Financial Group
PDLB
$537M
| $3.82M | 0.25% |
191,343
| – | – |
2023 Q4
10 quarters
|
|
73
West Enclave Merger Corp Units
WENC.U
| $3.78M | 0.25% |
+375,000
| New | +$3.77M |
2026 Q2
0 quarters
|
|
|
AACB
74
DELISTED
Artius II Acquisition Inc
AACB
| $3.74M | 0.25% |
356,172
| – | – |
2025 Q3
3 quarters
|
|
75
Brighthouse Financial
BHF
$2.54B
| $3.56M | 0.23% |
56,180
+62
| +0.1% | +$3.86K |
2026 Q1
1 quarter
|
|
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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.