Mangrove Partners Portfolio Holdings

Mangrove Partners

  • $691 Million
  • Q2 2025

Mangrove Partners has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $691 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rio Tinto PLC with a value of $58.3M, Western Digital Corp with a value of $52.7M, Enova International, Inc. with a value of $46.3M, Laureate Education, Inc. with a value of $45.1M, and Millicom International Cellular Sa with a value of $40.4M.

Examining the 13F form we can see an increase of $53.5M in the current position value, from $637M to 691M.

Mangrove Partners is based out at New York, NY

Below you can find more details about Mangrove Partners portfolio as well as his latest detailed transactions.

Portfolio value $691 Million
Technology: $104 Million
Financial Services: $99.6 Million
Healthcare: $99.3 Million
Basic Materials: $97 Million
Communication Services: $71.3 Million
Consumer Defensive: $70.7 Million
Industrials: $61.3 Million
Consumer Cyclical: $35.5 Million
Other: $52.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$58.3 Million 8.43% of portfolio
998,661
Q1 2025 Added 300.28%
$24.1B
$52.7 Million 7.64% of portfolio
824,256
Q2 2025 New
$3.49B
$46.3 Million 6.7% of portfolio
415,160
Q4 2024 Reduced 9.07%
$4.38B
$45.1 Million 6.54% of portfolio
1,930,871
Q4 2024 Reduced 3.52%
$7.44B
$40.4 Million 5.86% of portfolio
1,079,249
Q1 2025 Added 294.66%
$28B
$39.9 Million 5.78% of portfolio
340,904
Q4 2024 Reduced 10.0%
$1.19B
$37.4 Million 5.41% of portfolio
4,538,410
Q1 2025 New
$18.4B
$32.4 Million 4.69% of portfolio
1,932,427
Q4 2024 Reduced 10.0%
$7.85B
$32.2 Million 4.66% of portfolio
1,102,346
Q2 2025 New
$9.92B
$27.4 Million 3.97% of portfolio
475,963
Q2 2025 Added 2.61%
$207M
$23.4 Million 3.39% of portfolio
8,636,485
Q4 2024 Reduced 1.07%
$2.68B
$21.9 Million 3.16% of portfolio
395,383
Q4 2024 Reduced 10.0%
$126B
$17.8 Million 2.58% of portfolio
527,637
Q4 2024 Reduced 20.0%
$11B
$15.7 Million 2.28% of portfolio
529,204
Q1 2025 New
$496M
$15.6 Million 2.25% of portfolio
2,478,276
Q2 2025 New
$1.27B
$15.4 Million 2.23% of portfolio
493,056
Q3 2024 Added 55.2%
$2.84B
$12.6 Million 1.83% of portfolio
338,643
Q4 2023 Added 34.15%
$241M
$10.2 Million 1.48% of portfolio
2,297,489
Q2 2025 New
$2.53B
$9.5 Million 1.38% of portfolio
669,758
Q2 2025 Added 406.37%
$4.38B
$9.02 Million 1.31% of portfolio
4,600,000
Q3 2024 Reduced 9.62%
$0
$8.78 Million 1.27% of portfolio
1,231,838
Q1 2024 Added 4.65%
$1.74B
$7.52 Million 1.09% of portfolio
99,259
Q4 2023 Reduced 88.4%
$1.26B
$6.58 Million 0.95% of portfolio
619,000
Q1 2025 Added 869.73%
$0
$4.48 Million 0.65% of portfolio
340,115
Q2 2025 Reduced 50.06%
$61M
$3.64 Million 0.53% of portfolio
2,525,252
Q4 2024 New
$0
$2.74 Million 0.4% of portfolio
439,494
Q2 2025 Reduced 19.94%
$160M
$2.23 Million 0.32% of portfolio
770,233
Q4 2024 Reduced 10.0%
$355M
$2.11 Million 0.31% of portfolio
90,867
Q4 2024 Reduced 10.0%
$1.55B
$1.95 Million 0.28% of portfolio
3,681,956
Q2 2025 Added 705.15%
$261M
$1.89 Million 0.27% of portfolio
204,891
Q4 2024 Reduced 4.09%
$255M
$1.76 Million 0.25% of portfolio
184,063
Q4 2024 Reduced 5.05%
$1.65B
$1.58 Million 0.23% of portfolio
107,605
Q2 2025 New
$452M
$1.43 Million 0.21% of portfolio
50,809
Q2 2025 New
$1.33B
$1.1 Million 0.16% of portfolio
17,942
Q2 2025 New
$1.8B
$1.06 Million 0.15% of portfolio
57,045
Q1 2025 New
$79.9B
$874,000 0.13% of portfolio
2,792
Q2 2025 New
$6.61B
$901,000 0.13% of portfolio
853
Q2 2025 Reduced 39.16%
$892M
$873,000 0.13% of portfolio
586,172
Q2 2025 New
$94.6B
$870,000 0.13% of portfolio
3,530
Q2 2025 New
$2.3B
$903,000 0.13% of portfolio
93,327
Q2 2025 New
$5.63B
$815,000 0.12% of portfolio
15,664
Q1 2025 New
$15.3B
$813,000 0.12% of portfolio
8,528
Q2 2025 New
$1.77B
$846,000 0.12% of portfolio
465,275
Q1 2025 New
$1.12B
$826,000 0.12% of portfolio
94,834
Q2 2025 New
$33B
$857,000 0.12% of portfolio
30,489
Q2 2025 New
$29.2B
$801,000 0.12% of portfolio
2,378
Q2 2025 New
$54.9B
$805,000 0.12% of portfolio
973
Q2 2025 New
$17B
$817,000 0.12% of portfolio
2,009
Q2 2025 New
$15.7B
$855,000 0.12% of portfolio
24,827
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $691 Million
  • Prior Value $637 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 87 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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