Mangrove Partners at a glance
Mangrove Partners reported 403 positions worth $1.5 billion in its 13F-HR for Q2 2026, filed August 14, 2026. Its largest holdings were Indivior Pharmaceuticals Inc (INDV) at 7.2%, Vistance Networks Inc (VISN) at 6.0% and Atmus Filtration Technologie (ATMU) at 4.1%.
- Versus Q1 2026, it opened 188 new positions, added to 40, trimmed 58 and sold out of 193. Reported portfolio value went from $1.2 billion to $1.5 billion.
- The 10 largest positions made up 38.1% of the reported portfolio.
- Largest estimated buys in Q2 2026: Vistance Networks Inc (VISN) (added, about $91.3 million), Acadia Healthcare Company In (ACHC) (new position, about $41.2 million) and Aptiv PLC (APTV) (added, about $35.8 million).
Source: 13F-HR filings on SEC EDGAR.
- 13F portfolio · Q2 2026
- $1.5B
- +23.2% vs prior quarter
- Positions
- 403
- 188 new · 193 sold out
- Top 10 weight
- 38.1%
- Concentration of the 13F book
- Turnover
- 24%
- Quarter-over-quarter
Mangrove Partners top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Aug 14, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Indivior Pharmaceuticals IncINDV | 7.21% | $109.8M | 2,676,730 | Held |
| 2 | Vistance Networks IncVISN | 6.01% | $91.5M | 7,158,439 | Added |
| 3 | Atmus Filtration TechnologieATMU | 4.06% | $61.8M | 1,211,236 | Trimmed |
| 4 | Flywire CorporationFLYW | 3.44% | $52.4M | 2,984,076 | Held |
| 5 | Millicom Intl Cellular S ATIGO | 3.32% | $50.5M | 556,485 | Held |
| 6 | Rex American Res CorpREX | 3.01% | $45.8M | 1,015,234 | Held |
| 7 | Keurig Dr Pepper IncKDP | 2.93% | $44.7M | 1,364,682 | Held |
| 8 | Millrose Pptys IncMRP | 2.73% | $41.5M | 1,380,992 | Held |
| 9 | Acadia Healthcare Company InACHC | 2.71% | $41.2M | 1,396,059 | New |
| 10 | PG&E CorpPCG | 2.67% | $40.6M | 2,413,615 | Held |
| 11 | Union Pac CorpUNP | 2.65% | $40.3M | 148,098 | Held |
| 12 | Oneok Inc NewOKE | 2.64% | $40.1M | 461,743 | Held |
| 13 | Compass DiversifiedCODI | 2.58% | $39.3M | 3,684,800 | Held |
| 14 | Aptiv PLCAPTV | 2.47% | $37.6M | 613,392 | Added |
| 15 | Genuine Parts CoGPC | 2.46% | $37.4M | 316,771 | Held |
| 16 | Bio Rad Labs IncBIO | 2.45% | $37.3M | 127,191 | Held |
| 17 | Open Text CorpOTEX | 2.38% | $36.3M | 1,637,946 | Added |
| 18 | Grayscale Ethereum Staking | 2.21% | $33.6M | 2,232,656 | Trimmed |
| 19 | Bel Fuse IncBELFB | 2.00% | $30.5M | 104,706 | Added |
| 20 | Bill Holdings IncBILL | 1.99% | $30.3M | 838,994 | Held |
Source: Mangrove Partners 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
Mangrove Partners biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Vistance Networks IncVISN | Added | +$91.3M | 7,158,439 | 6.01% |
| Enova Intl IncENVA | Trimmed | −$68.7M | 1,147 | 0.02% |
| Acadia Healthcare Company InACHC | New | +$41.2M | 1,396,059 | 2.71% |
| Aptiv PLCAPTV | Added | +$35.8M | 613,392 | 2.47% |
| Bel Fuse IncBELFB | Added | +$30.1M | 104,706 | 2.00% |
| Ishares Tr | New | +$27.7M | 92,192 | 1.82% |
| Grayscale Ethereum Staking | Trimmed | −$19.8M | 2,232,656 | 2.21% |
| Open Text CorpOTEX | Added | +$14.3M | 1,637,946 | 2.38% |
| Apartment Invt & Mgmt CoAIV | New | +$13.2M | 4,459,396 | 0.87% |
| Tripadvisor IncTRIP | Sold out | −$10.3M | 0 | - |
| Bitwise Solana Staking ETF | Sold out | −$8.5M | 0 | - |
| Disciplined Growth | New | +$7.5M | 749,995 | 0.49% |
Estimated flow = change in share count × quarter-end price (188 new, 40 added, 58 trimmed, 193 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
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Mangrove Partners 13F holdings: frequently asked questions
What stocks does Mangrove Partners own?
In its 13F-HR for Q2 2026 (filed August 14, 2026), Mangrove Partners reported 403 positions worth $1.5 billion. The largest were Indivior Pharmaceuticals Inc (INDV), 7.2%; Vistance Networks Inc (VISN), 6.0%; Atmus Filtration Technologie (ATMU), 4.1%; Flywire Corporation (FLYW), 3.4%; Millicom Intl Cellular S A (TIGO), 3.3%. The top 10 positions were 38.1% of the portfolio.
What did Mangrove Partners buy in Q2 2026?
Compared with Q1 2026, Mangrove Partners's largest estimated purchases were Vistance Networks Inc (VISN) (added, about $91.3 million), Acadia Healthcare Company In (ACHC) (new position, about $41.2 million), Aptiv PLC (APTV) (added, about $35.8 million), Bel Fuse Inc (BELFB) (added, about $30.1 million) and Ishares Tr (new position, about $27.7 million). In total it opened 188 new positions and added to 40. Amounts are estimated from share-count changes at quarter-end prices.
What did Mangrove Partners sell in Q2 2026?
Compared with Q1 2026, Mangrove Partners's largest estimated sales were Enova Intl Inc (ENVA) (trimmed, about $68.7 million), Grayscale Ethereum Staking (trimmed, about $19.8 million), Tripadvisor Inc (TRIP) (sold out, about $10.3 million), Bitwise Solana Staking ETF (sold out, about $8.5 million) and Voyager Acquisition Corp (sold out, about $5.4 million). In total it sold out of 193 positions and trimmed 58.
When does Mangrove Partners file 13F reports?
Mangrove Partners's latest 13F-HR was filed August 14, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
What is Mangrove Partners's SEC CIK number?
Mangrove Partners's SEC Central Index Key (CIK) is 1535392. EDGAR lists every Mangrove Partners filing under that number.
Ask anything about Mangrove Partners
The research agent reads Mangrove Partners's filings, financials, insider trades and 13F holders, then answers with sources.