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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
GTLS
76
DELISTED
Chart Industries
GTLS
$3.53M 0.23%
16,902
– –
ZIM icon
77
ZIM Integrated Shipping Services
ZIM
$3.52B
$3.51M 0.23%
135,031
– –
FIGX
78
FIGX Capital Acquisition Corp
FIGX
$3.43M 0.23%
335,237
– –
SRBK icon
79
SR Bancorp
SRBK
$140M
$3.35M 0.22%
170,402
– –
SOUL
80
Soulpower Acquisition Corp
SOUL
$355M
$3.3M 0.22%
318,929
– –
AAUC
81
Allied Gold Corp
AAUC
$3.11B
$3.3M 0.22%
+138,757
New +$3.92M
WNEB icon
82
Western New England Bancorp
WNEB
$280M
$3.14M 0.21%
219,927
– –
FULT icon
83
Fulton Financial
FULT
$4.43B
$3.12M 0.21%
+129,128
New +$2.83M
CZR icon
84
Caesars Entertainment
CZR
$6.03B
$3.07M 0.2%
+101,729
New +$2.87M
LCCC
85
Lakeshore Acquisition III Corp
LCCC
$3.07M 0.2%
294,882
– –
ORIQ
86
Origin Investment Corp I
ORIQ
$3.05M 0.2%
295,911
– –
SKYT
87
DELISTED
SkyWater Technology
SKYT
$3.04M 0.2%
87,187
– –
ELME
88
Elme Communities
ELME
$154M
$3.03M 0.2%
2,045,358
– –
JHG
89
DELISTED
Janus Henderson
JHG
$3.01M 0.2%
+58,016
New +$3M
CPBI icon
90
Central Plains Bancshares
CPBI
$77M
$3.01M 0.2%
158,097
– –
WTG
91
Wintergreen Acquisition Corp
WTG
$77.6M
$3.01M 0.2%
288,800
– –
MCAHU
92
Mountain Crest Acquisition 6 Corp Units
MCAHU
$3M 0.2%
+294,882
New +$2.97M
JACS
93
Jackson Acquisition Co II
JACS
$320M
$2.98M 0.2%
280,470
– –
IMXI icon
94
International Money Express
IMXI
$340M
$2.84M 0.19%
+196,206
New +$3.01M
NECB icon
95
Northeast Community Bancorp
NECB
$369M
$2.81M 0.18%
101,303
– –
YCY
96
AA Mission Acquisition Corp II
YCY
$152M
$2.71M 0.18%
267,147
– –
LSBK icon
97
Lake Shore Bancorp
LSBK
$140M
$2.68M 0.18%
150,585
– –
SSEA
98
Starry Sea Acquisition Corp
SSEA
$79M
$2.56M 0.17%
250,000
– –
OCAC.U
99
Ocean Capital Acquisition Corp Units
OCAC.U
$2.56M 0.17%
+250,000
New +$2.55M
QRVO icon
100
Qorvo
QRVO
$10.4B
$2.49M 0.16%
26,703
– –
2 3
4
5 6

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MIM
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KCMH
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RW
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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.