Mangrove Partners Im, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Mangrove Partners Im, LLC reported 398 stock positions worth $1.5 billion. Its top holding was Indivior Pharmaceuticals (INDV) at 7.2% of the portfolio, followed by Vistance Networks (VISN, 6.0%) and Atmus Filtration Technologie (ATMU, 4.1%). Compared with Q1 2026, it opened 190 new positions, sold out of 194, added to 42 and reduced 59. The biggest buy was Vistance Networks (VISN, shares +59843%) and the biggest sale Grayscale Ethereum Staking M (ETH, shares −37%).

Most Recent 13F
Q2 2026
Location
Greenwich, CT
CIK
0001535392
Portfolio Value
$1.5B (Q2 2026)
SEC Filing
0001172661-26-003546 ↗ filed Aug 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $820.5M Q4 2024 Q1 2025: $869.3M Q1 2025 Q2 2025: $915.0M Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.5B $1.5B Q2 2026

Holdings 398 stocks · $1.5B

INDV Indivior Pharmaceuticals Inc. 7.22% 2,676,730 $109.8M Reduce -2.4%
VISN Vistance Networks Inc. 6.02% 7,158,439 $91.5M Add +59843.4%
ATMU Atmus Filtration Technologie 4.06% 1,211,236 $61.8M Reduce -7.9%
FLYW Flywire Corp.-Voting 3.45% 2,984,076 $52.4M Reduce -1.0%
TIGO Millicom Intl Cellular S.A. 3.32% 556,485 $50.5M No change
REX Rex American Resources Corp. 3.01% 1,015,234 $45.8M No change
KDP Keurig Dr Pepper Inc. 2.94% 1,364,682 $44.7M No change
MRP Millrose Properties 2.73% 1,380,992 $41.5M No change
ACHC Acadia Healthcare Co. Inc. 2.71% 1,396,059 $41.2M New
PCG P G & E Corp. 2.67% 2,413,615 $40.6M No change
UNP Union Pacific Corp. 2.65% 148,098 $40.3M No change
OKE Oneok Inc. 2.64% 461,743 $40.1M No change
CODI Compass Diversified Holdings 2.58% 3,684,800 $39.3M No change
APTV Aptiv PLC 2.48% 613,392 $37.7M Add +1924.4%
GPC Genuine Parts Co. 2.46% 316,771 $37.4M No change
BIO Bio-Rad Laboratories-A 2.46% 127,191 $37.3M Add +0.3%
OTEX Open Text Corp. 2.39% 1,637,946 $36.3M Add +64.9%
ETH Grayscale Ethereum Staking M 2.21% 2,232,656 $33.6M Reduce -37.2%
BELFA Bel Fuse Inc. Class A 2.01% 104,706 $30.5M Add +8105.8%
BILL Bill Holdings Inc. 2.00% 838,994 $30.3M No change
NWSA News Corp. Class A 1.95% 1,191,858 $29.6M No change
IWM iShares Russell 2000 ETF 1.82% 92,192 $27.7M New
FIS Fidelity National Info Serv 1.68% 657,673 $25.6M No change
AIV Apartment Invt & Mgmt Co. Class A 0.87% 4,459,396 $13.2M New
DGAC.U Disciplined Growth Acquisiti 0.50% 749,995 $7.5M New
HAVA Harvard Ave Acquisition Class A 0.49% 740,600 $7.5M No change
QLEP Quantum Leap Acqui Cor Class A 0.49% 750,000 $7.4M New
GEF Greif Inc. Class A 0.48% 97,567 $7.3M New
CTAAU Clearthink 1 Acquisition Cor 0.40% 605,000 $6.1M No change
ARCLU Arc Group Acquisition I Corp. 0.39% 575,000 $5.9M New
KTWO K2 Capital Acquisition Class A filed as K2 CAP ACQUISITION CORP 0.39% 590,000 $5.9M No change
BREZ Breeze Acquisition Cor -Ord 0.37% 575,000 $5.7M New
CIG Cia Energetica DE-Spon ADR 0.36% 2,625,000 $5.5M No change
VECA.U Vernal Capital Acquisition C 0.35% 490,000 $5.2M New
EMIS Emmis Acquisition Corp. Class A 0.33% 500,000 $5.1M No change
OTAI.U Starlink AI Acquisition Corp. 0.33% 499,990 $5.1M New
LWAC Lightwave Acquisition Corp. Class A 0.33% 486,900 $5.0M No change
AXIN Axiom Intelligence Class A 0.31% 459,340 $4.7M Reduce -49.0%
KFII K&F Growth Acquisition Cor-A 0.31% 450,000 $4.7M No change
COPL Copley Acquisition Corp. Class A 0.31% 450,000 $4.7M No change
CCAQ Collective Acquisition Corp. 0.31% 449,995 $4.7M No change
SZZL Sizzle Acquisition Corp. Class A 0.31% 450,000 $4.7M No change
TVAI Thayer Ventures Acquis Class A 0.31% 450,000 $4.6M No change
OYSE Oyster Enterprises II Acq-A 0.30% 450,000 $4.6M No change
SPEG Silver Pegasus Acquisition-A 0.30% 450,000 $4.6M No change
INAC Indigo Acquisition Corp. 0.30% 450,000 $4.6M No change
AIIA AI Infrastructure Ac-A 0.30% 450,000 $4.6M No change
PACH Pioneer Acquisition I Class A 0.30% 450,000 $4.6M No change
RFAM RF Acquisition Corp. III 0.30% 465,000 $4.6M No change
VNME Vendome Acquisition Corp. Class A 0.30% 450,000 $4.6M No change
IPXG Inflection Point Acquisition filed as COLUMBUS CIRCLE CAP CORP II 0.30% 450,000 $4.6M No change
PLUN.U Plutonian Acquisition Corp. I 0.30% 450,000 $4.6M New
LATA Galata Acqu Corp. II Class A 0.30% 450,000 $4.5M No change
MYXXU Maywood Acquisition Corp. 2 0.30% 450,000 $4.5M New
IRHO Iron Horse Acquisitions Corp. 0.30% 450,000 $4.5M No change
ATLQU Jab Acquisition Corp. I 0.30% 450,000 $4.5M New
SCII SC II Acquisition Corp. Class A 0.30% 450,000 $4.5M No change
IGAC Invest Green Acquisitio Class A 0.30% 450,000 $4.5M No change
SSAC Spacsphere Acquisition Class A 0.30% 450,000 $4.5M No change
XFLH XFLH Capital Corp. 0.30% 450,000 $4.5M New
PONO Pono Capital Four Inc. Class A 0.29% 450,000 $4.5M No change
GIX GIGCAPITAL9 Corp. Class A 0.29% 450,000 $4.5M No change
SORN Soren Acquisition Corp. Class A 0.29% 450,000 $4.5M No change
CTAA Clearthink 1 Acquisitio Class A 0.29% 450,000 $4.5M New
IACO Idea Acquisition Corp. Class-A 0.29% 450,000 $4.5M New
XSLL Xsolla Spac 1 Class A 0.29% 450,000 $4.5M No change
SUMA Suma Acquisition Corp. Class A 0.29% 450,000 $4.5M No change
APUR Aperture Ac Class A 0.28% 425,000 $4.2M New
FMACU Future Money Acquisition Cor 0.27% 405,259 $4.1M Add +15.8%
SAGU.U Shreya Acquisition Group 0.27% 400,000 $4.1M New
FG MERGER II CORP 0.27% 392,000 $4.1M No change
PDLB Ponce Financial Group Inc. 0.25% 191,343 $3.8M No change
WENC.U West Enclave Merger Corp. 0.25% 375,000 $3.8M New
AACB Artius II Acquisition Inc. Class A 0.25% 356,172 $3.7M No change
BHF Brighthouse Financial Inc. 0.23% 56,180 $3.6M Add +0.1%
GTLS Chart Industries Inc. 0.23% 16,902 $3.5M No change
ZIM Zim Integrated Shipping Serv 0.23% 135,031 $3.5M No change
FIGX Figx Capital Acquisition C-A 0.23% 335,237 $3.4M No change
SRBK Sr Bancorp Inc. 0.22% 170,402 $3.4M No change
SOUL Soulpower Acquisition Co. Class A 0.22% 318,929 $3.3M No change
AAUC Allied Gold Corp. 0.22% 138,757 $3.3M New
WNEB Western New England Bancorp 0.21% 219,927 $3.1M No change
FULT Fulton Financial Corp. 0.21% 129,128 $3.1M New
CZR Caesars Entertainment Inc. 0.20% 101,729 $3.1M New
LCCC Lakeshore Acquisition III Co. 0.20% 294,882 $3.1M No change
ORIQ Origin Investment Corp. I 0.20% 295,911 $3.1M No change
SKYT Skywater Technology Inc. 0.20% 87,187 $3.0M No change
ELME Elme Communities 0.20% 2,045,358 $3.0M No change
JHG Janus Henderson Group PLC 0.20% 58,016 $3.0M New
CPBI Central Plains Bancshares Inc. 0.20% 158,097 $3.0M No change
WTG Wintergreen Acquisition Corp. 0.20% 288,800 $3.0M No change
MCAHU Mountain Crest Acquisition 6 0.20% 294,882 $3.0M New
JACS Jackson Acquisition Co. Class A 0.20% 280,470 $3.0M No change
IMXI International Money Express 0.19% 196,206 $2.8M New
NECB Northeast Community Bancorp 0.18% 101,303 $2.8M No change
YCY Aa Mission Acquisition-A 0.18% 267,147 $2.7M No change
LSBK Lake Shore Bancorp Inc. 0.18% 150,585 $2.7M No change
SSEA Starry Sea Acquisition Corp. 0.17% 250,000 $2.6M No change
OCAC.U Ocean Capital Acquisition Co. 0.17% 250,000 $2.6M New
QRVO Qorvo Inc. 0.16% 26,703 $2.5M No change

Show all 398 holdings

Other holdings (28): bonds, preferreds, convertibles and warrants · $1.7M (not counted above)
SecurityClassShares / PrincipalValueChange
BREZR Breeze Acquisition C- Rights RIGHT 03/03/2031 575,000$150KNew
KTWOR K2 Capital Acquisition C-RTS RIGHT 07/30/2027 590,000$130KNo change
SUMAR Suma Acquisition Corp. Class R RIGHT 03/05/2031 450,000$126KNo change
AI INFRASTRUCTURE ACQUISITIO RIGHT 99/99/9999 450,000$95KNo change
PONOR Pono Capital Four Inc.-RTS RIGHT 02/20/2031 450,000$95KNew
DMAAR Drugs Made in America Ac-RTS RIGHT 12/09/2029 850,000$94KNo change
QSEAR Quartzsea Acquisition Corp. RIGHT 02/18/2030 408,154$90KNo change
SCIIR SC II Acquisition Corp.-RT RIGHT 11/26/2030 450,000$84KNo change
PGACR Pantages Capital Acquis-RT RIGHT 11/15/2029 403,269$82KNo change
EMISR Emmis Acquisition Corp. RIGHT 09/12/2030 500,000$75KNo change
HAVAR Harvard Ave Acquisition RIGHT 99/99/9999 450,000$72KNo change
APURR Aperture Ac- Rights RIGHT 05/06/2031 425,000$68KNew
SSACR Spacsphere Acquisition C-RTS RIGHT 02/06/2031 450,000$68KNo change
RFAMR RF Acquisition Corp. III RIGHT 01/28/2031 465,000$51KNo change
IRHOR Iron Horse Acquisiti- Rights RIGHT 07/11/2030 300,987$48KReduce -33.1%
BSAAR Best Spac I Acquisition - RT RIGHT 05/27/2030 270,848$45KNo change
SSEAR Starry Sea Acquisition C-RTS RIGHT 07/07/2030 249,800$41KNo change
NOEMR CO2 Energy Transition Co.-RTS RIGHT 10/15/2028 226,847$41KReduce -6.1%
XFLH CAPITAL CORP RIGHT 12/31/2029 450,000$40KNo change
APACR Stonebridge Acquisition II C RIGHT 09/09/2030 225,000$36KNo change
WSTNR Westin Acquisition Corp.-RTS RIGHT 09/17/2030 200,000$34KNo change
UYSCR Uy Scuti Acquisition Corp. RIGHT 03/03/2030 240,898$34KNo change
LCCCR Lakeshore Acquisition III Co. RIGHT 08/01/2026 163,800$33KNo change
WTGUR Wintergreen Acquisition-RT RIGHT 99/99/9999 200,000$30KNo change
CHARR Charlton Aria Acquisi-Rights RIGHT 12/31/2026 365,000$29KNo change
CHPGR Championsgate Acquisition Co. RIGHT 05/14/2030 100,893$14KNo change
GTERR Globa Terra Acquisition-RTS RIGHT 06/17/2030 101,200$11KNo change
NMPAR NMP Acquisition Corp. RIGHT 06/27/2030 36,017$6KNo change

Total filed on the 13F, all lines: $1.5B.

Portfolio Sells Q1 2026 → Q2 2026

ETH Grayscale Ethereum Staking M Reduce -37.2% 2.21% −3.52
ENVA Enova International Inc. Reduce -99.6% 0.02% −3.14
ATMU Atmus Filtration Technologie Reduce -7.9% 4.06% −2.00
TRIP Tripadvisor Inc. Sold out 0.00% −0.84
BSOL Bitwise Solana Staking ETF Sold out 0.00% −0.69
VACH Voyager Acquisition Corp. Sold out 0.00% −0.44
AXIN Axiom Intelligence Class A Reduce -49.0% 0.31% −0.43
FACT Fact II Acquisition Corp. Sold out 0.00% −0.37
ENHA Enhanced Group Inc. Sold out 0.00% −0.37
QSEA Quartzsea Acquisition Corp. Sold out 0.00% −0.34
AES AES Corp. Sold out 0.00% −0.28
TXNM TXNM Energy Inc. Sold out 0.00% −0.28
BLFY Blue Foundry Bancorp Sold out 0.00% −0.21
CWAN Clearwater Analytics HDS-A Sold out 0.00% −0.16
OZK Bank Ozk Sold out 0.00% −0.16
VECO Veeco Instruments Inc. Sold out 0.00% −0.15
CTRA Coterra Energy Inc. Sold out 0.00% −0.15
AXTA Axalta Coating Systems Ltd. Sold out 0.00% −0.12
AHCO Adapthealth Corp. Reduce -55.6% 0.05% −0.11
HAE Haemonetics Corp. Sold out 0.00% −0.10
AMWD American Woodmark Corp. Sold out 0.00% −0.09
DY Dycom Industries Inc. Sold out 0.00% −0.08
PAHC Phibro Animal Health Corp. Class A Sold out 0.00% −0.07
HBNC Horizon Bancorp Inc. Sold out 0.00% −0.07
CVBF CVB Financial Corp. Sold out 0.00% −0.07
CBU Community Financial System I Sold out 0.00% −0.07
WERN Werner Enterprises Inc. Sold out 0.00% −0.07
SSB Southstate Bank Corp. Reduce -64.4% 0.03% −0.06
SIG Signet Jewelers Ltd. Sold out 0.00% −0.06
ONB Old National Bancorp Sold out 0.00% −0.06
WAL Western Alliance Bancorp Sold out 0.00% −0.06
ASB Associated Banc-Corp. Sold out 0.00% −0.06
ECPG Encore Capital Group Inc. Reduce -81.4% 0.01% −0.06
PNRG Primeenergy Resources Corp. Sold out 0.00% −0.06
MOH Molina Healthcare Inc. Sold out 0.00% −0.06
XMAX Xmax Inc. Sold out 0.00% −0.06
INFU Infusystem Holdings Inc. Sold out 0.00% −0.06
RAMP Liveramp Holdings Inc. Sold out 0.00% −0.06
UPWK Upwork Inc. Sold out 0.00% −0.05
DXC DXC Technology Co. Sold out 0.00% −0.05
LYFT LYFT Inc. Class A Reduce -82.2% 0.01% −0.05
LFST Lifestance Health Group Inc. Reduce -64.6% 0.05% −0.05
SBLK Star Bulk Carriers Corp. Sold out 0.00% −0.05
ETSY Etsy Inc. Sold out 0.00% −0.05
ASA ASA Gold and Precious Metals Sold out 0.00% −0.05
CYD China Yuchai Intl Ltd. Sold out 0.00% −0.05
MUX McEwen Inc. Reduce -63.9% 0.02% −0.05
VAL Valaris Ltd. Sold out 0.00% −0.05
SM SM Energy Co. Sold out 0.00% −0.05
TDOC Teladoc Health Inc. Sold out 0.00% −0.05

Portfolio Buys Q1 2026 → Q2 2026

VISN Vistance Networks Inc. Add +59843.4% 6.02% +6.00
ACHC Acadia Healthcare Co. Inc. New 2.71% +2.71
APTV Aptiv PLC Add +1924.4% 2.48% +2.33
BELFA Bel Fuse Inc. Class A Add +8105.8% 2.01% +1.99
IWM iShares Russell 2000 ETF New 1.82% +1.82
AIV Apartment Invt & Mgmt Co. Class A New 0.87% +0.87
OTEX Open Text Corp. Add +64.9% 2.39% +0.59
DGAC.U Disciplined Growth Acquisiti New 0.50% +0.50
QLEP Quantum Leap Acqui Cor Class A New 0.49% +0.49
GEF Greif Inc. Class A New 0.48% +0.48
ARCLU Arc Group Acquisition I Corp. New 0.39% +0.39
BREZ Breeze Acquisition Cor -Ord New 0.37% +0.37
VECA.U Vernal Capital Acquisition C New 0.35% +0.35
OTAI.U Starlink AI Acquisition Corp. New 0.33% +0.33
PLUN.U Plutonian Acquisition Corp. I New 0.30% +0.30
MYXXU Maywood Acquisition Corp. 2 New 0.30% +0.30
ATLQU Jab Acquisition Corp. I New 0.30% +0.30
XFLH XFLH Capital Corp. New 0.30% +0.30
CTAA Clearthink 1 Acquisitio Class A New 0.29% +0.29
IACO Idea Acquisition Corp. Class-A New 0.29% +0.29
APUR Aperture Ac Class A New 0.28% +0.28
SAGU.U Shreya Acquisition Group New 0.27% +0.27
WENC.U West Enclave Merger Corp. New 0.25% +0.25
AAUC Allied Gold Corp. New 0.22% +0.22
FULT Fulton Financial Corp. New 0.21% +0.21
CZR Caesars Entertainment Inc. New 0.20% +0.20
JHG Janus Henderson Group PLC New 0.20% +0.20
MCAHU Mountain Crest Acquisition 6 New 0.20% +0.20
IMXI International Money Express New 0.19% +0.19
OCAC.U Ocean Capital Acquisition Co. New 0.17% +0.17
ARCI Archimedes Tech Spac Partner New 0.13% +0.13
RMAX Re/Max Holdings Inc. Class A New 0.12% +0.12
STEL Stellar Bancorp Inc. New 0.12% +0.12
AMN Amn Healthcare Services Inc. New 0.11% +0.11
NSC Norfolk Southern Corp. New 0.11% +0.11
OMCL Omnicell Inc. New 0.09% +0.09
UHS Universal Health Services-B New 0.07% +0.07
WT Wisdomtree Inc. New 0.06% +0.06
CAVA Cava Group Inc. New 0.06% +0.06
PBI Pitney Bowes Inc. New 0.06% +0.06
TREE Lendingtree Inc. New 0.06% +0.06
RSG Republic Services Inc. New 0.06% +0.06
AGCO Agco Corp. New 0.06% +0.06
PLSE Pulse Biosciences Inc. New 0.06% +0.06
PAYC Paycom Software Inc. New 0.05% +0.05
LINC Lincoln Educational Services New 0.05% +0.05
LEA Lear Corp. New 0.05% +0.05
UPST Upstart Holdings Inc. New 0.05% +0.05
IART Integra Lifesciences Holding New 0.05% +0.05
PGNY Progyny Inc. New 0.05% +0.05

Notes & Other Activity Q1 2026 → Q2 2026

SSACW Spacsphere Acquisition - 31 *W EXP 02/06/203 Sold out 225,000 $2.2Mbefore exit
BREZR Breeze Acquisition C- Rights RIGHT 03/03/2031 New 575,000 $150K
PONOR Pono Capital Four Inc.-RTS RIGHT 02/20/2031 New 450,000 $95K
APURR Aperture Ac- Rights RIGHT 05/06/2031 New 425,000 $68K
IRHOR Iron Horse Acquisiti- Rights RIGHT 07/11/2030 Reduce -33.1% 300,987 $48K
NOEMR CO2 Energy Transition Co.-RTS RIGHT 10/15/2028 Reduce -6.1% 226,847 $41K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 398$1.5BINDV, VISN, ATMU, FLYW, TIGO
Q1 2026 403$1.2BINDV, ATMU, ETH, REX, PCG
Q4 2025 356$1.2BINDV, RIO, ATMU, TEVA, ECVT
Q3 2025 160$1.2BINDV, RIO, ATMU, ENVA, SGI
Q2 2025 139$915.0MRIO, WDC, ENVA, LAUR, TIGO
Q1 2025 134$869.3MRIO, LBRDK, LLYVK, ATMU, ENVA
Q4 2024 126$820.5MLLYVK, ATMU, TEVA, ENVA, LBRDK
Q3 2024 116$1.0BATMU, MBC, LBRDK, TEVA, ENVA
Q2 2024 81$1.1BJXN, AER, TEVA, ACI, X
Q1 2024 82$1.2BMBC, AER, ACI, JXN, X