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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 | |
|---|---|---|---|---|---|---|---|
101
ChampionsGate Acquisition Corp
CHPG
$105M
| $2.49M | 0.16% |
239,875
| – | – |
2025 Q2
4 quarters
|
|
102
Winchester Bancorp
WSBK
$124M
| $2.45M | 0.16% |
186,201
| – | – |
2025 Q2
4 quarters
|
|
103
NB Bancorp
NBBK
$958M
| $2.35M | 0.15% |
111,356
| – | – |
2024 Q1
9 quarters
|
|
104
Fifth District Bancorp
FDSB
$92.1M
| $2.3M | 0.15% |
141,766
| – | – |
2024 Q3
7 quarters
|
|
105
TFS Financial
TFSL
$4.57B
| $2.3M | 0.15% |
129,642
| – | – |
2026 Q1
1 quarter
|
|
106
StoneBridge Acquisition II Corp
APAC
| $2.29M | 0.15% |
225,000
| – | – |
2026 Q1
1 quarter
|
|
107
FB Bancorp
FBLA
$244M
| $2.17M | 0.14% |
144,020
| – | – |
2024 Q4
6 quarters
|
|
108
Columbia Financial
CLBK
$3.01B
| $2.14M | 0.14% |
222,004
| – | – |
2026 Q1
1 quarter
|
|
109
Solarius Capital Acquisition Corp
SOCA
| $2.05M | 0.13% |
200,000
| – | – |
2025 Q3
3 quarters
|
|
110
Westin Acquisition Corp
WSTN
$80.9M
| $2.02M | 0.13% |
200,000
| – | – |
2026 Q1
1 quarter
|
|
111
Archimedes Tech SPAC Partners III
ARCI
| $2M | 0.13% |
+200,000
| New | +$1.99M |
2026 Q2
0 quarters
|
|
112
Mid Penn Bancorp
MPB
$894M
| $2M | 0.13% |
57,300
| – | – |
2025 Q2
4 quarters
|
|
113
Hoyne Bancorp
HYNE
$142M
| $1.99M | 0.13% |
119,161
| – | – |
2025 Q4
2 quarters
|
|
114
DELISTED
RE/MAX Holdings
RMAX
| $1.8M | 0.12% |
+182,525
| New | +$1.59M |
2026 Q2
0 quarters
|
|
115
DELISTED
Stellar Bancorp
STEL
| $1.78M | 0.12% |
+45,302
| New | +$1.71M |
2026 Q2
0 quarters
|
|
116
AMN Healthcare
AMN
$1.47B
| $1.73M | 0.11% |
+53,449
| New | +$1.38M |
2026 Q2
0 quarters
|
|
|
SBXD
117
DELISTED
SilverBox Corp IV
SBXD
| $1.69M | 0.11% |
156,622
| – | – |
2025 Q3
3 quarters
|
|
118
Norfolk Southern
NSC
$73.6B
| $1.66M | 0.11% |
+5,285
| New | +$1.63M |
2026 Q2
0 quarters
|
|
119
Essential Utilities
WTRG
$13B
| $1.65M | 0.11% |
42,999
| – | – |
2026 Q1
1 quarter
|
|
120
NorthWestern Energy
NWE
$5.22B
| $1.57M | 0.1% |
21,859
-4,711
| -18% | -$334K |
2026 Q1
1 quarter
|
|
121
Omnicell
OMCL
$1.61B
| $1.41M | 0.09% |
+33,895
| New | +$1.37M |
2026 Q2
0 quarters
|
|
122
Avantor
AVTR
$10.5B
| $1.38M | 0.09% |
139,111
-1,402
| -1% | -$12.1K |
2026 Q1
1 quarter
|
|
123
Mirum Pharmaceuticals
MIRM
$6.14B
| $1.16M | 0.08% |
9,916
| – | – |
2026 Q1
1 quarter
|
|
124
Dyne Therapeutics
DYN
$3.22B
| $1.06M | 0.07% |
47,927
| – | – |
2026 Q1
1 quarter
|
|
125
Universal Health Services
UHS
$11.2B
| $1.06M | 0.07% |
+7,115
| New | +$1.16M |
2026 Q2
0 quarters
|
|
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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.