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Mangrove Partners Top Holdings and 13F Report (2025)

About Mangrove Partners

Investment Activity

  • Mangrove Partners has $924.88 million in total holdings as of March 31, 2025.
  • Mangrove Partners owns shares of 156 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 27.20% of the portfolio was purchased this quarter.
  • About 22.24% of the portfolio was sold this quarter.
  • This quarter, Mangrove Partners has purchased 154 new stocks and bought additional shares in 9 stocks.
  • Mangrove Partners sold shares of 5 stocks and completely divested from 81 stocks this quarter.

Largest Holdings

Rio Tinto Group
$59,999,553
Liberty Broadband
$47,571,782
LIBERTY MEDIA CORP DEL
$43,345,421

Largest New Holdings this Quarter

601137102 - MILLROSE PPTYS INC
$31,590,880 Holding
27923Q109 - Ecovyst
$28,138,142 Holding
65249B109 - News
$14,404,933 Holding
G4766E116 - Indivior
$6,792,965 Holding
G3106N109 - EQV VENTURES ACQUISITION COR
$4,554,000 Holding

Largest Purchases this Quarter

Rio Tinto Group
749,171 shares (about $45.01M)
MILLROSE PPTYS INC
1,191,659 shares (about $31.59M)
Ecovyst
4,538,410 shares (about $28.14M)
Millicom International Cellular
805,786 shares (about $24.39M)
News
529,204 shares (about $14.40M)

Largest Sales this Quarter

Lantheus
90,296 shares (about $8.81M)
Virtus Global Dividend & Income Fund
826,685 shares (about $4.94M)
CLOUGH GLOBAL OPPORTUNITIES
760,446 shares (about $3.72M)
REDDIT INC
2,706 shares (about $283.86K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMangrove Partners

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$59,999,553$45,010,194 300.3%998,6616.5%Basic Materials
Liberty Broadband Co. stock logo
LBRDK
Liberty Broadband
$47,571,782$4,470,483 10.4%559,3395.1%Consumer Discretionary
LIBERTY MEDIA CORP DEL
$43,345,4210.0%636,1234.7%COM LBTY LIV S C
Atmus Filtration Technologies Inc. stock logo
ATMU
Atmus Filtration Technologies
$40,389,4470.0%1,099,6314.4%Industrials
Enova International, Inc. stock logo
ENVA
Enova International
$40,087,8500.0%415,1604.3%Finance
Laureate Education, Inc. stock logo
LAUR
Laureate Education
$39,486,3120.0%1,930,8714.3%Consumer Discretionary
AerCap Holdings stock logo
AER
AerCap
$34,830,1620.0%340,9043.8%Transportation
Millicom International Cellular S.A. stock logo
TIGO
Millicom International Cellular
$32,668,867$24,391,142 294.7%1,079,2493.5%Computer and Technology
MILLROSE PPTYS INC
$31,590,880$31,590,880 New Holding1,191,6593.4%COM CL A
Teva Pharmaceutical Industries Limited stock logo
TEVA
Teva Pharmaceutical Industries
$29,701,4030.0%1,932,4273.2%Medical
MasterBrand, Inc. stock logo
MBC
MasterBrand
$28,333,9310.0%2,169,5203.1%Consumer Discretionary
Ecovyst Inc. stock logo
ECVT
Ecovyst
$28,138,142$28,138,142 New Holding4,538,4103.0%Business Services
Tempur Sealy International, Inc. stock logo
TPX
Tempur Sealy International
$27,776,835$10,597,802 61.7%463,8753.0%Retail/Wholesale
WORTHINGTON STL INC
$23,988,751$2,606,584 12.2%947,0492.6%COM SHS
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$23,350,4810.0%223,3002.5%ETF
Mereo BioPharma Group plc stock logo
MREO
Mereo BioPharma Group
$19,432,0910.0%8,636,4852.1%Medical
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$19,120,7220.0%395,3832.1%Medical
Aurora Innovation, Inc. stock logo
AUR
Aurora Innovation
$18,931,1170.0%2,815,0362.0%Business Services
UBS Group AG stock logo
UBS
UBS Group
$16,161,5210.0%527,6371.7%Finance
Central Garden & Pet stock logo
CENTA
Central Garden & Pet
$16,137,7230.0%493,0561.7%Consumer Discretionary
IAC Inc. stock logo
IAC
IAC
$15,557,2590.0%338,6431.7%Multi-Sector Conglomerates
Valaris Limited stock logo
VAL
Valaris
$15,501,536$664,829 4.5%394,8431.7%Energy
EVENTBRITE INC
$15,491,1790.0%17,000,0001.7%NOTE 0.750% 9/1
Bausch + Lomb Co. stock logo
BLCO
Bausch + Lomb
$15,357,4290.0%1,059,1331.7%Medical
News Co. stock logo
NWSA
News
$14,404,933$14,404,933 New Holding529,2041.6%Consumer Discretionary
MSSAW
Metal Sky Star Acquisition
$9,827,6120.0%793,1891.1%Financial Services
John Hancock Premium Dividend Fund stock logo
PDT
John Hancock Premium Dividend Fund
$8,907,8850.0%681,0311.0%Finance
Lantheus Holdings, Inc. stock logo
LNTH
Lantheus
$8,290,144$8,812,890 -51.5%84,9400.9%Medical
CEMIG stock logo
CIG
CEMIG
$8,096,0000.0%4,600,0000.9%Utilities
Calamos Global Dynamic Income Fund stock logo
CHW
Calamos Global Dynamic Income Fund
$7,871,4450.0%1,231,8380.9%Financial Services
CLRCW
ClimateRock
$7,806,5000.0%650,0000.8%Financial Services
EMCGW
Embrace Change Acquisition
$7,481,2500.0%625,0000.8%Financial Services
CNH INDL N V
$7,462,2860.0%607,6780.8%SHS
Indivior PLC stock logo
INDV
Indivior
$6,792,965$6,792,965 New Holding712,7980.7%Medical
Hawaiian Electric Industries, Inc. stock logo
HE
Hawaiian Electric Industries
$6,778,050$6,079,090 869.7%619,0000.7%Utilities
AIMAW
Aimfinity Investment Corp. I
$6,732,8500.0%500,0260.7%Financial Services
DISTW
Distoken Acquisition
$5,988,6510.0%525,0900.6%Financial Services
Turning Point Brands, Inc. stock logo
TPB
Turning Point Brands
$5,899,9550.0%99,2590.6%Consumer Staples
Silicon Motion Technology Co. stock logo
SIMO
Silicon Motion Technology
$4,803,2000.0%95,0000.5%Computer and Technology
IB ACQUISITION CORP
$4,630,5000.0%450,0000.5%COM SHS
EQV VENTURES ACQUISITION COR
$4,554,000$4,554,000 New Holding450,0000.5%CL A ORD SHS
DYNAMIX CORP
$4,476,195$4,476,195 New Holding450,0000.5%SHS CL A
HENNESSY CAP INVT CORP VII
$4,446,000$4,446,000 New Holding450,0000.5%ORD SHS CL A
QUARTZSEA ACQUISITION CORP
$4,122,355$4,122,355 New Holding408,1540.4%UNIT 02/18/2030
MAYWOOD ACQUISITION CORP
$3,761,049$3,761,049 New Holding379,1380.4%ORD SHS CL A
FG MERGER II CORP
$3,759,280$3,759,280 New Holding392,0000.4%COM
DRUGS MADE IN AMER ACQUTN CO
$3,507,000$3,507,000 New Holding350,0000.4%ORD SHS
Ur-Energy Inc. stock logo
URG
Ur-Energy
$3,385,8470.0%5,022,7660.4%Basic Materials
Anebulo Pharmaceuticals, Inc. stock logo
ANEB
Anebulo Pharmaceuticals
$3,282,8280.0%2,525,2520.4%Medical
Virtus Global Dividend & Income Fund Inc. stock logo
ZTR
Virtus Global Dividend & Income Fund
$3,277,440$4,935,309 -60.1%548,9850.4%Finance
CO2 ENERGY TRANSITION CORP
$2,876,800$2,876,800 New Holding290,0000.3%COM
CLOUGH GLOBAL OPPORTUNITIES
$2,785,564$3,718,581 -57.2%569,6450.3%SH BEN INT
CENTRAL PLAINS BANCSHARES IN
$2,348,3480.0%157,3960.3%COM
Northeast Community Bancorp, Inc. stock logo
NECB
Northeast Community Bancorp
$2,129,9220.0%90,8670.2%Finance
Ponce Financial Group, Inc. stock logo
PDLB
Ponce Financial Group
$2,069,7970.0%163,3620.2%Finance
CHENGHE ACQUISITION II CO
$2,042,992$18,991 0.9%199,1220.2%CL A ORD SHS
SR BANCORP INC
$1,966,2790.0%164,8180.2%COM
Western New England Bancorp, Inc. stock logo
WNEB
Western New England Bancorp
$1,905,4860.0%204,8910.2%Finance
NB BANCORP INC
$1,874,6360.0%103,7430.2%COM
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$1,857,636$1,857,636 New Holding1,4020.2%Energy
FIFTH DIST BANCORP INC
$1,700,7410.0%139,4050.2%COM
Blue Foundry Bancorp stock logo
BLFY
Blue Foundry Bancorp
$1,693,3800.0%184,0630.2%Finance
Larimar Therapeutics, Inc. stock logo
LRMR
Larimar Therapeutics
$1,656,0010.0%770,2330.2%Medical
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
$1,596,4510.0%132,2660.2%Finance
Tandem Diabetes Care, Inc. stock logo
TNDM
Tandem Diabetes Care
$1,579,320$645,443 69.1%82,4280.2%Medical
WillScot Mobile Mini Holdings Corp. stock logo
WSC
WillScot Mobile Mini
$1,400,508$1,400,508 New Holding50,3780.2%Finance
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$1,399,976$1,399,976 New Holding17,3910.2%Computer and Technology
FB BANCORP INC
$1,326,6870.0%117,8230.1%COM
William Penn Bancorporation stock logo
WMPN
William Penn Bancorporation
$1,302,4720.0%119,2740.1%Finance
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$1,293,820$1,293,820 New Holding2,7060.1%Construction
Sonoco Products stock logo
SON
Sonoco Products
$1,185,582$1,185,582 New Holding25,0970.1%Industrials
Victoria's Secret & Co. stock logo
VSCO
Victoria's Secret & Co.
$1,059,896$1,059,896 New Holding57,0450.1%Retail/Wholesale
Grocery Outlet Holding Corp. stock logo
GO
Grocery Outlet
$1,046,263$1,046,263 New Holding74,8400.1%Consumer Staples
FACT II ACQUISITION CORP
$1,002,010$1,002,010 New Holding100,0000.1%ORD SHS CL A
California Resources Co. stock logo
CRC
California Resources
$984,137$984,137 New Holding22,3820.1%Energy
VEREN INC
$950,440$950,440 New Holding143,5710.1%COM NEW
DFP
Flaherty & Crumrine Dynamic Preferred and Income Fund
$892,361$4,940,481 -84.7%44,0890.1%Financial Services
BLACK SPADE ACQUISITION II C
$873,615$873,615 New Holding86,4110.1%CL A
UY SCUTI ACQUISITION CORP.
$854,675$854,675 New Holding85,0000.1%UNIT 99/99/9999
S&P Global Inc. stock logo
SPGI
S&P Global
$824,1380.0%1,6220.1%Business Services
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$821,630$821,630 New Holding11,6230.1%Medical
TechnipFMC plc stock logo
FTI
TechnipFMC
$786,768$786,768 New Holding24,8270.1%Energy
Range Resources Co. stock logo
RRC
Range Resources
$778,316$778,316 New Holding19,4920.1%Energy
Enbridge Inc. stock logo
ENB
Enbridge
$775,425$775,425 New Holding17,5000.1%Energy
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$770,770$770,770 New Holding25,0250.1%Energy
StoneCo Ltd. stock logo
STNE
StoneCo
$758,322$758,322 New Holding72,3590.1%Computer and Technology
Full Truck Alliance Co. Ltd. stock logo
YMM
Full Truck Alliance
$757,900$757,900 New Holding59,3500.1%Business Services
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$748,380$748,380 New Holding3,6110.1%Consumer Discretionary
NVR, Inc. stock logo
NVR
NVR
$738,928$738,928 New Holding1020.1%Construction
Suncor Energy Inc. stock logo
SU
Suncor Energy
$737,732$737,732 New Holding19,0530.1%Energy
PERMIAN RESOURCES CORP
$736,723$736,723 New Holding53,1930.1%CLASS A COM
Ovintiv Inc. stock logo
OVV
Ovintiv
$731,024$731,024 New Holding17,0800.1%Energy
Phillips 66 stock logo
PSX
Phillips 66
$726,927$726,927 New Holding5,8870.1%Energy
APA Co. stock logo
APA
APA
$684,684$684,684 New Holding32,5730.1%Energy
Matador Resources stock logo
MTDR
Matador Resources
$673,366$673,366 New Holding13,1800.1%Energy
Gulfport Energy Co. stock logo
GPOR
Gulfport Energy
$669,901$669,901 New Holding3,6380.1%Energy
Magnolia Oil & Gas Co. stock logo
MGY
Magnolia Oil & Gas
$669,567$669,567 New Holding26,5070.1%Energy
Guardant Health, Inc. stock logo
GH
Guardant Health
$667,286$667,286 New Holding15,6640.1%Medical
Liberty Energy Inc. stock logo
LBRT
Liberty Energy
$666,206$666,206 New Holding42,0850.1%Energy
Teck Resources Limited stock logo
TECK
Teck Resources
$661,2050.0%18,1500.1%Basic Materials

Showing largest 100 holdings. View all holdings.
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