Mangrove Partners IM

Greenwich, CTfiles as MANGROVE PARTNERS IM, LLC

$1.5bn in 426 US stocks at the end of 30 June 2026. The top 10 are 38.1% of the money. It changed about 30.4% of the portfolio this quarter.

Value

$1.5bn

Stocks

426

Top 10 share

38.1%

Turnover

30.4%

What changed this quarter

New

Bought for the first time this quarter.

Acadia Healthcare CompanyACHC
2.7% of the fund
AptivAPTV
2.5% of the fund
Ishares TRIWM
1.8% of the fund
Apartment Investment & ManagementAIV
0.9% of the fund
Disciplined GrowthDGAC-U
0.5% of the fund
Quantum Leap AcquisitionQLEP
0.5% of the fund
GreifGEF
0.5% of the fund
ARC Group Acquisition IARCLU
0.4% of the fund
Breeze Acquisition Corp. IIBREZ
0.4% of the fund
Vernal CAP AcquisitionVECA-U
0.3% of the fund
Starlink AI AcquisitionOTAI-U
0.3% of the fund
Plutonian Acquisition Corp IPLUN-U
0.3% of the fund
Maywood Acquisition Corp 2MYXXU
0.3% of the fund
JAB Acquisition Corp IATLQU
0.3% of the fund
XFLH CapitalXFLH
0.3% of the fund
Pono Capital FourPONO
0.3% of the fund
GigCapital9GIX
0.3% of the fund
Clearthink 1 AcquisitionCTAA
0.3% of the fund
Idea AcquisitionIACO
0.3% of the fund
SUMA AcquisitionSUMA
0.3% of the fund
Aperture ACAPUR
0.3% of the fund
Shreya Acquisition GroupSAGU-U
0.3% of the fund
West Enclave MergerWENC-U
0.2% of the fund
Allied GoldAAUC
0.2% of the fund
Fulton FinancialFULT
0.2% of the fund

Added

Bought more of a stock they already held.

Vistance NetworksVISN
6.0% of the fund
+59843%
Open TextOTEX
2.4% of the fund
+65%
BEL FuseBELFA
2.0% of the fund
+8106%
Future Money Acquisition CORFMACU
0.3% of the fund
+16%
Neostellar CapitalNSLR
<0.1% of the fund
+57%
Nabors IndustriesNBR
<0.1% of the fund
+20%
EzcorpEZPW
<0.1% of the fund
+3%
Ardent HealthARDT
<0.1% of the fund
+180%
ChemedCHE
<0.1% of the fund
+5%
Burke & Herbert Financial ServicesBHRB
<0.1% of the fund
+199%
Akebia TherapeuticsAKBA
<0.1% of the fund
+77%
TrimasTRS
<0.1% of the fund
+7%
Forte Biosciences
<0.1% of the fund
+30%
ADTADT
<0.1% of the fund
+219%
Constellium SECSTM
<0.1% of the fund
+73%
Pennantpark InvestmentPNNT
<0.1% of the fund
+52%
CarGurusCARG
<0.1% of the fund
+71%
Vitesse EnergyVTS
<0.1% of the fund
+79%
ArvinasARVN
<0.1% of the fund
+10%
Bankwell Financial GroupBWFG
<0.1% of the fund
+9%
Acadian Asset ManagementAAMI
<0.1% of the fund
+23%
YextYEXT
<0.1% of the fund
+32%
Allegiant TravelALGT
<0.1% of the fund
+28%
Koppers HoldingsKOP
<0.1% of the fund
+117%
Encompass HealthEHC
<0.1% of the fund
+21%

Cut

Sold some of their stake.

Indivior PharmaceuticalsINDV
7.2% of the fund
-2%
Atmus Filtration TechnologiesATMU
4.1% of the fund
-8%
Grayscale Ethereum StakingETH
2.2% of the fund
-37%
Axiom Intelligence Acquisition Corp 1AXIN
0.3% of the fund
-49%
NorthWestern Energy GroupNWE
0.1% of the fund
-18%
Viemed HealthcareVMD
<0.1% of the fund
-8%
AdaptHealthAHCO
<0.1% of the fund
-56%
ANI PharmaceuticalsANIP
<0.1% of the fund
-29%
Core ScientificCORZ
<0.1% of the fund
-34%
LifeStance Health GroupLFST
<0.1% of the fund
-65%
ScansourceSCSC
<0.1% of the fund
-31%
HealthequityHQY
<0.1% of the fund
-16%
Northern TrustNTRS
<0.1% of the fund
-51%
Planet Labs PBCPL
<0.1% of the fund
-5%
Tenable HoldingsTENB
<0.1% of the fund
-54%
SanminaSANM
<0.1% of the fund
-50%
Korn FerryKFY
<0.1% of the fund
-6%
SouthState BankSSB
<0.1% of the fund
-64%
ImmersionIMMR
<0.1% of the fund
-3%
Aveanna Healthcare HoldingsAVAH
<0.1% of the fund
-57%
TwfgTWFG
<0.1% of the fund
-33%
DaveDAVE
<0.1% of the fund
-70%
Postal Realty TrustPSTL
<0.1% of the fund
-55%
Methode ElectronicsMEI
<0.1% of the fund
-36%
MYR GroupMYRG
<0.1% of the fund
-22%

Sold out

Sold their entire stake.

TripAdvisorTRIP
-100%
Bitwise Solana Staking ETFBSOL
-100%
Voyager Acquisition
-100%
FACT II AcquisitionFACT
-100%
Enhanced GroupENHA
-100%
Gigcapital9GIXXU
-100%
Suma AcquisitionSUMAU
-100%
Pono CAP FourPONOU
-100%
Xflh CAPXFLH-U
-100%
Quartzsea AcquisitionQSEA
-100%
AESAES
-100%
Txnm EnergyTXNM
-100%
Blue Foundry BancorpBLFY
-100%
Spacsphere AcquisitionSSACW
-100%
Clearwater Analytics Hldgs I
-100%
Bank OZKOZK
-100%
Veeco InstrumentsVECO
-100%
Coterra EnergyCTRA
-100%
AptivAPTV-W
-100%
Axalta Coating SystemsAXTA
-100%
HaemoneticsHAE
-100%
American Woodmark Corporatio
-100%
Dycom IndustriesDY
-100%
Phibro Animal HealthPAHC
-100%
Horizon BancorpHBNC
-100%

Holdings

Indivior PharmaceuticalsINDV
Share
7.2%
Value
$110m
Shares
2,676,730
-2%
Vistance NetworksVISN
Share
6.0%
Value
$91m
Shares
7,158,439
+59843%
Atmus Filtration TechnologiesATMU
Share
4.1%
Value
$62m
Shares
1,211,236
-8%
FlywireFLYW
Share
3.4%
Value
$52m
Shares
2,984,076
Held
Millicom International Cellular SATIGO
Share
3.3%
Value
$51m
Shares
556,485
Held
REX American ResourcesREX
Share
3.0%
Value
$46m
Shares
1,015,234
Held
Keurig Dr PepperKDP
Share
2.9%
Value
$45m
Shares
1,364,682
Held
Millrose PropertiesMRP
Share
2.7%
Value
$41m
Shares
1,380,992
Held
Acadia Healthcare CompanyACHC
Share
2.7%
Value
$41m
Shares
1,396,059
New
Pg&ePCG
Share
2.7%
Value
$41m
Shares
2,413,615
Held
Union PacificUNP
Share
2.6%
Value
$40m
Shares
148,098
Held
OneokOKE
Share
2.6%
Value
$40m
Shares
461,743
Held
Compass Diversified HoldingsCODI
Share
2.6%
Value
$39m
Shares
3,684,800
Held
AptivAPTV
Share
2.5%
Value
$38m
Shares
613,392
New
Genuine PartsGPC
Share
2.5%
Value
$37m
Shares
316,771
Held
Bio-Rad LaboratoriesBIO
Share
2.5%
Value
$37m
Shares
127,191
Held
Open TextOTEX
Share
2.4%
Value
$36m
Shares
1,637,946
+65%
Grayscale Ethereum StakingETH
Share
2.2%
Value
$34m
Shares
2,232,656
-37%
BEL FuseBELFA
Share
2.0%
Value
$30m
Shares
104,706
+8106%
BILL HoldingsBILL
Share
2.0%
Value
$30m
Shares
838,994
Held
NewsNWSA
Share
1.9%
Value
$30m
Shares
1,191,858
Held
Ishares TRIWM
Share
1.8%
Value
$28m
Shares
92,192
New
Fidelity National Information ServicesFIS
Share
1.7%
Value
$26m
Shares
657,673
Held
Apartment Investment & ManagementAIV
Share
0.9%
Value
$13m
Shares
4,459,396
New
Disciplined GrowthDGAC-U
Share
0.5%
Value
$8m
Shares
749,995
New
Harvard Ave AcquisitionHAVA
Share
0.5%
Value
$7m
Shares
740,600
Held
Quantum Leap AcquisitionQLEP
Share
0.5%
Value
$7m
Shares
750,000
New
GreifGEF
Share
0.5%
Value
$7m
Shares
97,567
New
Clearthink 1 Acquisition CORCTAAU
Share
0.4%
Value
$6m
Shares
605,000
Held
ARC Group Acquisition IARCLU
Share
0.4%
Value
$6m
Shares
575,000
New
K2 Capital AcquisitionKTWO
Share
0.4%
Value
$6m
Shares
590,000
Held
Breeze Acquisition Corp. IIBREZ
Share
0.4%
Value
$6m
Shares
575,000
New
CIA Energetica de Minas GeraCIG
Share
0.4%
Value
$6m
Shares
2,625,000
Held
Vernal CAP AcquisitionVECA-U
Share
0.3%
Value
$5m
Shares
490,000
New
Emmis AcquisitionEMIS
Share
0.3%
Value
$5m
Shares
500,000
Held
Starlink AI AcquisitionOTAI-U
Share
0.3%
Value
$5m
Shares
499,990
New
LightWave AcquisitionLWAC
Share
0.3%
Value
$5m
Shares
486,900
Held
Axiom Intelligence Acquisition Corp 1AXIN
Share
0.3%
Value
$5m
Shares
459,340
-49%
K&F Growth Acquisition Corp. IIKFII
Share
0.3%
Value
$5m
Shares
450,000
Held
Copley AcquisitionCOPL
Share
0.3%
Value
$5m
Shares
450,000
Held
Collective AcquisitionCCAQ
Share
0.3%
Value
$5m
Shares
449,995
Held
Sizzle Acquisition Corp. IISZZL
Share
0.3%
Value
$5m
Shares
450,000
Held
Thayer Ventures Acquisition Corp IITVAI
Share
0.3%
Value
$5m
Shares
450,000
Held
Oyster Enterprises II AcquisitionOYSE
Share
0.3%
Value
$5m
Shares
450,000
Held
Silver Pegasus AcquisitionSPEG
Share
0.3%
Value
$5m
Shares
450,000
Held
Indigo AcquisitionINAC
Share
0.3%
Value
$5m
Shares
450,000
Held
Pioneer Acquisition IPACH
Share
0.3%
Value
$5m
Shares
450,000
Held
AI Infrastructure AcquisitionAIIA
Share
0.3%
Value
$5m
Shares
450,000
Held
RF Acquisition Corp IIIRFAM
Share
0.3%
Value
$5m
Shares
465,000
Held
Vendome Acquisition Corp IVNME
Share
0.3%
Value
$5m
Shares
450,000
Held
Inflection Point Acquisition Corp. VIIIPXG
Share
0.3%
Value
$5m
Shares
450,000
Held
Plutonian Acquisition Corp IPLUN-U
Share
0.3%
Value
$5m
Shares
450,000
New
Galata Acquisition Corp. IILATA
Share
0.3%
Value
$5m
Shares
450,000
Held
Maywood Acquisition Corp 2MYXXU
Share
0.3%
Value
$5m
Shares
450,000
New
Iron Horse Acquisition IIIRHO
Share
0.3%
Value
$5m
Shares
450,000
Held
SC II AcquisitionSCII
Share
0.3%
Value
$5m
Shares
450,000
Held
JAB Acquisition Corp IATLQU
Share
0.3%
Value
$5m
Shares
450,000
New
Invest Green AcquisitionIGAC
Share
0.3%
Value
$5m
Shares
450,000
Held
SPACSphere AcquisitionSSAC
Share
0.3%
Value
$4m
Shares
450,000
Held
XFLH CapitalXFLH
Share
0.3%
Value
$4m
Shares
450,000
New
Pono Capital FourPONO
Share
0.3%
Value
$4m
Shares
450,000
New
GigCapital9GIX
Share
0.3%
Value
$4m
Shares
450,000
New
Soren AcquisitionSORN
Share
0.3%
Value
$4m
Shares
450,000
Held
Clearthink 1 AcquisitionCTAA
Share
0.3%
Value
$4m
Shares
450,000
New
Idea AcquisitionIACO
Share
0.3%
Value
$4m
Shares
450,000
New
Xsolla SPAC 1XSLL
Share
0.3%
Value
$4m
Shares
450,000
Held
SUMA AcquisitionSUMA
Share
0.3%
Value
$4m
Shares
450,000
New
Aperture ACAPUR
Share
0.3%
Value
$4m
Shares
425,000
New
Future Money Acquisition CORFMACU
Share
0.3%
Value
$4m
Shares
405,259
+16%
Shreya Acquisition GroupSAGU-U
Share
0.3%
Value
$4m
Shares
400,000
New
FG Merger II
Share
0.3%
Value
$4m
Shares
392,000
Held
Ponce Financial GroupPDLB
Share
0.3%
Value
$4m
Shares
191,343
Held
West Enclave MergerWENC-U
Share
0.2%
Value
$4m
Shares
375,000
New
Artius II Acquisition
Share
0.2%
Value
$4m
Shares
356,172
Held
Brighthouse FinancialBHF
Share
0.2%
Value
$4m
Shares
56,180
Held
Chart Inds
Share
0.2%
Value
$4m
Shares
16,902
Held
ZIM Integrated Shipping ServicesZIM
Share
0.2%
Value
$4m
Shares
135,031
Held
FIGX Capital AcquisitionFIGX
Share
0.2%
Value
$3m
Shares
335,237
Held
SR BancorpSRBK
Share
0.2%
Value
$3m
Shares
170,402
Held
Soulpower AcquisitionSOUL
Share
0.2%
Value
$3m
Shares
318,929
Held
Allied GoldAAUC
Share
0.2%
Value
$3m
Shares
138,757
New
Western New England BancorpWNEB
Share
0.2%
Value
$3m
Shares
219,927
Held
Fulton FinancialFULT
Share
0.2%
Value
$3m
Shares
129,128
New
Caesars EntertainmentCZR
Share
0.2%
Value
$3m
Shares
101,729
New
Lakeshore Acquisition IIILCCC
Share
0.2%
Value
$3m
Shares
294,882
Held
Origin Investment Corp IORIQ
Share
0.2%
Value
$3m
Shares
295,911
Held
SkyWater TechnologySKYT
Share
0.2%
Value
$3m
Shares
87,187
Held
Elme CommunitiesELME
Share
0.2%
Value
$3m
Shares
2,045,358
Held
Janus Henderson Group
Share
0.2%
Value
$3m
Shares
58,016
New
Central Plains BancsharesCPBI
Share
0.2%
Value
$3m
Shares
158,097
Held
Wintergreen AcquisitionWTG
Share
0.2%
Value
$3m
Shares
288,800
Held
Mountain Crest Acquisition 6MCAHU
Share
0.2%
Value
$3m
Shares
294,882
New
Jackson Acquisition Co IIJACS
Share
0.2%
Value
$3m
Shares
280,470
Held
International Money ExpressIMXI
Share
0.2%
Value
$3m
Shares
196,206
New
NorthEast Community BancorpNECB
Share
0.2%
Value
$3m
Shares
101,303
Held
AA Mission Acquisition Corp. IIYCY
Share
0.2%
Value
$3m
Shares
267,147
Held
Lake Shore BancorpLSBK
Share
0.2%
Value
$3m
Shares
150,585
Held
Starry Sea AcquisitionSSEA
Share
0.2%
Value
$3m
Shares
250,000
Held
Ocean CAP AcquisitionOCAC-U
Share
0.2%
Value
$3m
Shares
250,000
New
QorvoQRVO
Share
0.2%
Value
$2m
Shares
26,703
Held

Company	Share of fund	Value	Shares	Change
Indivior PharmaceuticalsINDV	7.2%	$110m	2,676,730	-2%
Vistance NetworksVISN	6.0%	$91m	7,158,439	+59843%
Atmus Filtration TechnologiesATMU	4.1%	$62m	1,211,236	-8%
FlywireFLYW	3.4%	$52m	2,984,076	Held
Millicom International Cellular SATIGO	3.3%	$51m	556,485	Held
REX American ResourcesREX	3.0%	$46m	1,015,234	Held
Keurig Dr PepperKDP	2.9%	$45m	1,364,682	Held
Millrose PropertiesMRP	2.7%	$41m	1,380,992	Held
Acadia Healthcare CompanyACHC	2.7%	$41m	1,396,059	New
Pg&ePCG	2.7%	$41m	2,413,615	Held
Union PacificUNP	2.6%	$40m	148,098	Held
OneokOKE	2.6%	$40m	461,743	Held
Compass Diversified HoldingsCODI	2.6%	$39m	3,684,800	Held
AptivAPTV	2.5%	$38m	613,392	New
Genuine PartsGPC	2.5%	$37m	316,771	Held
Bio-Rad LaboratoriesBIO	2.5%	$37m	127,191	Held
Open TextOTEX	2.4%	$36m	1,637,946	+65%
Grayscale Ethereum StakingETH	2.2%	$34m	2,232,656	-37%
BEL FuseBELFA	2.0%	$30m	104,706	+8106%
BILL HoldingsBILL	2.0%	$30m	838,994	Held
NewsNWSA	1.9%	$30m	1,191,858	Held
Ishares TRIWM	1.8%	$28m	92,192	New
Fidelity National Information ServicesFIS	1.7%	$26m	657,673	Held
Apartment Investment & ManagementAIV	0.9%	$13m	4,459,396	New
Disciplined GrowthDGAC-U	0.5%	$8m	749,995	New
Harvard Ave AcquisitionHAVA	0.5%	$7m	740,600	Held
Quantum Leap AcquisitionQLEP	0.5%	$7m	750,000	New
GreifGEF	0.5%	$7m	97,567	New
Clearthink 1 Acquisition CORCTAAU	0.4%	$6m	605,000	Held
ARC Group Acquisition IARCLU	0.4%	$6m	575,000	New
K2 Capital AcquisitionKTWO	0.4%	$6m	590,000	Held
Breeze Acquisition Corp. IIBREZ	0.4%	$6m	575,000	New
CIA Energetica de Minas GeraCIG	0.4%	$6m	2,625,000	Held
Vernal CAP AcquisitionVECA-U	0.3%	$5m	490,000	New
Emmis AcquisitionEMIS	0.3%	$5m	500,000	Held
Starlink AI AcquisitionOTAI-U	0.3%	$5m	499,990	New
LightWave AcquisitionLWAC	0.3%	$5m	486,900	Held
Axiom Intelligence Acquisition Corp 1AXIN	0.3%	$5m	459,340	-49%
K&F Growth Acquisition Corp. IIKFII	0.3%	$5m	450,000	Held
Copley AcquisitionCOPL	0.3%	$5m	450,000	Held
Collective AcquisitionCCAQ	0.3%	$5m	449,995	Held
Sizzle Acquisition Corp. IISZZL	0.3%	$5m	450,000	Held
Thayer Ventures Acquisition Corp IITVAI	0.3%	$5m	450,000	Held
Oyster Enterprises II AcquisitionOYSE	0.3%	$5m	450,000	Held
Silver Pegasus AcquisitionSPEG	0.3%	$5m	450,000	Held
Indigo AcquisitionINAC	0.3%	$5m	450,000	Held
Pioneer Acquisition IPACH	0.3%	$5m	450,000	Held
AI Infrastructure AcquisitionAIIA	0.3%	$5m	450,000	Held
RF Acquisition Corp IIIRFAM	0.3%	$5m	465,000	Held
Vendome Acquisition Corp IVNME	0.3%	$5m	450,000	Held
Inflection Point Acquisition Corp. VIIIPXG	0.3%	$5m	450,000	Held
Plutonian Acquisition Corp IPLUN-U	0.3%	$5m	450,000	New
Galata Acquisition Corp. IILATA	0.3%	$5m	450,000	Held
Maywood Acquisition Corp 2MYXXU	0.3%	$5m	450,000	New
Iron Horse Acquisition IIIRHO	0.3%	$5m	450,000	Held
SC II AcquisitionSCII	0.3%	$5m	450,000	Held
JAB Acquisition Corp IATLQU	0.3%	$5m	450,000	New
Invest Green AcquisitionIGAC	0.3%	$5m	450,000	Held
SPACSphere AcquisitionSSAC	0.3%	$4m	450,000	Held
XFLH CapitalXFLH	0.3%	$4m	450,000	New
Pono Capital FourPONO	0.3%	$4m	450,000	New
GigCapital9GIX	0.3%	$4m	450,000	New
Soren AcquisitionSORN	0.3%	$4m	450,000	Held
Clearthink 1 AcquisitionCTAA	0.3%	$4m	450,000	New
Idea AcquisitionIACO	0.3%	$4m	450,000	New
Xsolla SPAC 1XSLL	0.3%	$4m	450,000	Held
SUMA AcquisitionSUMA	0.3%	$4m	450,000	New
Aperture ACAPUR	0.3%	$4m	425,000	New
Future Money Acquisition CORFMACU	0.3%	$4m	405,259	+16%
Shreya Acquisition GroupSAGU-U	0.3%	$4m	400,000	New
FG Merger II	0.3%	$4m	392,000	Held
Ponce Financial GroupPDLB	0.3%	$4m	191,343	Held
West Enclave MergerWENC-U	0.2%	$4m	375,000	New
Artius II Acquisition	0.2%	$4m	356,172	Held
Brighthouse FinancialBHF	0.2%	$4m	56,180	Held
Chart Inds	0.2%	$4m	16,902	Held
ZIM Integrated Shipping ServicesZIM	0.2%	$4m	135,031	Held
FIGX Capital AcquisitionFIGX	0.2%	$3m	335,237	Held
SR BancorpSRBK	0.2%	$3m	170,402	Held
Soulpower AcquisitionSOUL	0.2%	$3m	318,929	Held
Allied GoldAAUC	0.2%	$3m	138,757	New
Western New England BancorpWNEB	0.2%	$3m	219,927	Held
Fulton FinancialFULT	0.2%	$3m	129,128	New
Caesars EntertainmentCZR	0.2%	$3m	101,729	New
Lakeshore Acquisition IIILCCC	0.2%	$3m	294,882	Held
Origin Investment Corp IORIQ	0.2%	$3m	295,911	Held
SkyWater TechnologySKYT	0.2%	$3m	87,187	Held
Elme CommunitiesELME	0.2%	$3m	2,045,358	Held
Janus Henderson Group	0.2%	$3m	58,016	New
Central Plains BancsharesCPBI	0.2%	$3m	158,097	Held
Wintergreen AcquisitionWTG	0.2%	$3m	288,800	Held
Mountain Crest Acquisition 6MCAHU	0.2%	$3m	294,882	New
Jackson Acquisition Co IIJACS	0.2%	$3m	280,470	Held
International Money ExpressIMXI	0.2%	$3m	196,206	New
NorthEast Community BancorpNECB	0.2%	$3m	101,303	Held
AA Mission Acquisition Corp. IIYCY	0.2%	$3m	267,147	Held
Lake Shore BancorpLSBK	0.2%	$3m	150,585	Held
Starry Sea AcquisitionSSEA	0.2%	$3m	250,000	Held
Ocean CAP AcquisitionOCAC-U	0.2%	$3m	250,000	New
QorvoQRVO	0.2%	$2m	26,703	Held

Showing the largest 100 of 426.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 66.2% since 30 June 2025.

Where the money is

Technology18.9%

Financial services18.0%

Health care14.0%

Retail & consumer12.5%

Media & telecom5.4%

Real estate4.1%

Materials4.1%

Industrials4.0%

Everyday goods3.0%

Utilities3.0%

Energy2.9%

Other10.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.