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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
CHPG
101
ChampionsGate Acquisition Corp
CHPG
$105M
$2.49M 0.16%
239,875
– –
WSBK
102
Winchester Bancorp
WSBK
$116M
$2.45M 0.16%
186,201
– –
NBBK icon
103
NB Bancorp
NBBK
$1.01B
$2.35M 0.15%
111,356
– –
FDSB
104
Fifth District Bancorp
FDSB
$96.2M
$2.3M 0.15%
141,766
– –
TFSL icon
105
TFS Financial
TFSL
$4.88B
$2.3M 0.15%
129,642
– –
APAC
106
StoneBridge Acquisition II Corp
APAC
$82.4M
$2.29M 0.15%
225,000
– –
FBLA
107
FB Bancorp
FBLA
$232M
$2.17M 0.14%
144,020
– –
CLBK icon
108
Columbia Financial
CLBK
$1.21B
$2.14M 0.14%
100,911
– –
SOCA
109
Solarius Capital Acquisition Corp
SOCA
$243M
$2.05M 0.13%
200,000
– –
WSTN
110
Westin Acquisition Corp
WSTN
$82M
$2.02M 0.13%
200,000
– –
ARCI
111
Archimedes Tech SPAC Partners III
ARCI
$356M
$2M 0.13%
+200,000
New +$1.99M
MPB icon
112
Mid Penn Bancorp
MPB
$935M
$2M 0.13%
57,300
– –
HYNE
113
Hoyne Bancorp
HYNE
$134M
$1.99M 0.13%
119,161
– –
RMAX
114
DELISTED
RE/MAX Holdings
RMAX
$1.8M 0.12%
+182,525
New +$1.59M
STEL
115
DELISTED
Stellar Bancorp
STEL
$1.78M 0.12%
+45,302
New +$1.71M
AMN icon
116
AMN Healthcare
AMN
$1.31B
$1.73M 0.11%
+53,449
New +$1.38M
SBXD
117
SilverBox Corp IV
SBXD
$276M
$1.69M 0.11%
156,622
– –
NSC icon
118
Norfolk Southern
NSC
$73.7B
$1.66M 0.11%
+5,285
New +$1.63M
WTRG icon
119
Essential Utilities
WTRG
$11.9B
$1.65M 0.11%
42,999
– –
NWE icon
120
NorthWestern Energy
NWE
$4.42B
$1.57M 0.1%
21,859
-4,711
-18% -$334K
OMCL icon
121
Omnicell
OMCL
$1.55B
$1.41M 0.09%
+33,895
New +$1.37M
AVTR icon
122
Avantor
AVTR
$10.3B
$1.38M 0.09%
139,111
-1,402
-1% -$12.1K
MIRM icon
123
Mirum Pharmaceuticals
MIRM
$6.07B
$1.16M 0.08%
9,916
– –
DYN icon
124
Dyne Therapeutics
DYN
$3.79B
$1.06M 0.07%
47,927
– –
UHS icon
125
Universal Health Services
UHS
$10.1B
$1.06M 0.07%
+7,115
New +$1.16M
3 4
5
6 7

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MIM
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KCMH
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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.