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MP

Mangrove Partners Portfolio holdings

AUM $1.24B
1-Year Est. Return 41.74%
This Fund
S&P 500
This Quarter Est. Return
+13.41%
1 Year Est. Return
+41.74%
3 Year Est. Return
+169.22%
5 Year Est. Return
+150.23%
10 Year Est. Return
+417.9%
AUM
$1.35B
AUM Growth
+$422M
Cap. Flow
+$150M
Cap. Flow %
11.1%
Top 10 Hldgs %
46.66%
Holding
264
New
111
Increased
36
Reduced
9
Closed
86

Top Buys

Rank Stock Value
1
PCG icon
PG&E
PCG
+$37.9M
2
FLYW icon
Flywire
FLYW
+$35.7M
3
BIO icon
Bio-Rad Laboratories Class A
BIO
+$34.5M
4
ELME
Elme Communities
ELME
+$33.8M
5
BILL icon
BILL Holdings
BILL
+$27.3M

Top Sells

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$52.7M
2
TIGO icon
Millicom
TIGO
+$40.4M
3
AER icon
AerCap
AER
+$39.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$25.5M
5
LAUR icon
Laureate Education
LAUR
+$19.6M

Sector Composition

Rank Sector Weight
1 Healthcare 19.96%
2 Financials 17.37%
3 Materials 9.99%
4 Technology 8.81%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENHA
51
Enhanced Group Inc
ENHA
$356M
$4.45M 0.33%
+450,000
New +$4.45M
QSEA
52
Quartzsea Acquisition Corp
QSEA
$107M
$4.13M 0.31%
408,154
– –
FGMC
53
DELISTED
FG Merger II Corp
FGMC
$3.92M 0.29%
392,000
– –
FIGX
54
FIGX Capital Acquisition Corp
FIGX
$199M
$3.35M 0.25%
+335,237
New +$3.35M
SOUL
55
Soulpower Acquisition Corp
SOUL
$353M
$3.25M 0.24%
321,670
+131,820
+69% +$1.33M
YHNA
56
YHN Acquisition I Ltd
YHNA
$46.8M
$3.22M 0.24%
+307,818
New +$3.21M
ORIQ
57
Origin Investment Corp I
ORIQ
$2.97M 0.22%
+295,911
New +$2.96M
LCCC
58
Lakeshore Acquisition III Corp
LCCC
$93.3M
$2.97M 0.22%
294,882
+128,582
+77% +$1.29M
NOEM
59
CO2 Energy Transition Corp
NOEM
$105M
$2.96M 0.22%
290,000
– –
JACS
60
Jackson Acquisition Co II
JACS
$317M
$2.91M 0.22%
+280,470
New +$2.9M
WTG
61
Wintergreen Acquisition Corp
WTG
$76.5M
$2.91M 0.21%
+288,800
New +$2.9M
BSAA
62
BEST SPAC I Acquisition Corp
BSAA
$89M
$2.72M 0.2%
+270,848
New +$2.71M
WNEB icon
63
Western New England Bancorp
WNEB
$295M
$2.71M 0.2%
225,380
+20,489
+10% +$233K
PDLB icon
64
Ponce Financial Group
PDLB
$496M
$2.64M 0.2%
179,698
+16,336
+10% +$237K
SRBK icon
65
SR Bancorp
SRBK
$146M
$2.62M 0.19%
173,310
+8,492
+5% +$124K
CPBI icon
66
Central Plains Bancshares
CPBI
$82.6M
$2.61M 0.19%
159,854
+2,458
+2% +$37.9K
SSEAU
67
Starry Sea Acquisition Corp Unit
SSEAU
$53.5M
$2.54M 0.19%
+250,000
New +$2.52M
UYSC
68
UY Scuti Acquisition Corp
UYSC
$56.3M
$2.44M 0.18%
240,898
– –
FERA
69
Fifth Era Acquisition Corp I
FERA
$326M
$2.25M 0.17%
+221,057
New +$2.25M
ETHA
70
iShares Ethereum Trust ETF
ETHA
$5.59B
$2.08M 0.15%
+66,009
New +$1.96M
RIBB
71
Ribbon Acquisition Corp
RIBB
$51.9M
$2.08M 0.15%
+203,000
New +$2.07M
NECB icon
72
Northeast Community Bancorp
NECB
$380M
$2.06M 0.15%
99,954
+9,087
+10% +$200K
NBBK icon
73
NB Bancorp
NBBK
$1.01B
$2.01M 0.15%
114,117
+10,374
+10% +$190K
EMISU
74
DELISTED
Emmis Acquisition Corp Units
EMISU
$2M 0.15%
+200,000
New +$2M
FDSB
75
Fifth District Bancorp
FDSB
$93.5M
$1.97M 0.15%
142,330
+2,925
+2% +$39.2K
1 2
3
4 5

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Mangrove Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Mangrove Partners held 264 positions worth $1.35B, up 45% from $931M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Mangrove Partners deployed $150M of net new capital in Q3 2025, opening 111 new positions and adding to 36 existing holdings. Its largest new stake was PG&E: 2,596,895 shares worth $39.2M.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, up from 16% a quarter earlier, followed by Financials and Materials.

On the sell side, the largest reduction was Laureate Education, an estimated $19.6M trimmed.

  • Mangrove Partners's largest Q3 2025 buy was PG&E: 2,596,895 shares worth $39.2M.
  • Mangrove Partners added most to News Corp Class A in Q3 2025, an estimated $19.6M increase.
  • Mangrove Partners's biggest Q3 2025 reduction was Laureate Education, cutting an estimated $19.6M.
  • Mangrove Partners fully exited Western Digital in Q3 2025, selling an estimated $52.7M.
  • Mangrove Partners's ten largest holdings make up 47% of its $1.35B portfolio in Q3 2025.
  • Mangrove Partners opened 111 new positions and closed 86 in Q3 2025.
  • Mangrove Partners's portfolio value rose 45% quarter-over-quarter to $1.35B.

Based on Mangrove Partners's 13F filing for Q3 2025, filed 14 Nov 2025.