Mangrove Partners Im, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Mangrove Partners Im, LLC reported 403 stock positions worth $1.2 billion. Its top holding was Indivior Pharmaceuticals (INDV) at 6.8% of the portfolio, followed by Atmus Filtration Technologie (ATMU, 6.1%) and Grayscale Ethereum Staking M (ETH, 5.7%). Compared with Q4 2025, it opened 248 new positions, sold out of 200, added to 51 and reduced 40. The biggest buy was a new position in Grayscale Ethereum Staking M (ETH) and the biggest sale an exit from Rio Tinto PLC-Spon ADR (RIO).

Most Recent 13F
Q2 2026
Location
Greenwich, CT
CIK
0001535392
Portfolio Value
$1.2B (Q1 2026)
SEC Filing
0001172661-26-002101 ↗ filed May 15, 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 $1.2B Q1 2026 Q2 2026: $1.5B Q2 2026

Holdings 403 stocks · $1.2B

INDV Indivior Pharmaceuticals Inc. 6.78% 2,742,434 $83.6M Reduce -0.1%
ATMU Atmus Filtration Technologie 6.06% 1,315,227 $74.7M No change
ETH Grayscale Ethereum Staking M 5.73% 3,552,685 $70.6M New
REX Rex American Resources Corp. 3.75% 1,015,234 $46.3M No change
PCG P G & E Corp. 3.44% 2,413,615 $42.4M No change
OKE Oneok Inc. 3.39% 461,743 $41.7M New
TIGO Millicom Intl Cellular S.A. 3.38% 556,485 $41.7M Add +7091.6%
ENVA Enova International Inc. 3.16% 286,543 $38.9M No change
MRP Millrose Properties 3.14% 1,380,992 $38.7M No change
KDP Keurig Dr Pepper Inc. 2.92% 1,364,682 $35.9M New
UNP Union Pacific Corp. 2.92% 148,098 $35.9M New
BIO Bio-Rad Laboratories-A 2.87% 126,853 $35.4M No change
FLYW Flywire Corp.-Voting 2.85% 3,014,997 $35.1M Add +1.0%
GPC Genuine Parts Co. 2.72% 316,771 $33.5M New
BILL Bill Holdings Inc. 2.61% 838,994 $32.1M Add +28.0%
FIS Fidelity National Info Serv 2.50% 657,673 $30.9M Add +29.6%
NWSA News Corp. Class A 2.41% 1,191,858 $29.7M No change
CODI Compass Diversified Holdings 2.35% 3,684,800 $29.0M No change
OTEX Open Text Corp. 1.79% 993,199 $22.1M No change
TRIP Tripadvisor Inc. 0.84% 968,658 $10.3M Add +4753.5%
AXIN Axiom Intelligence Class A 0.74% 900,000 $9.1M No change
BSOL Bitwise Solana Staking ETF 0.69% 766,605 $8.5M Add +36.2%
HAVA Harvard Ave Acquisition Class A 0.60% 740,600 $7.4M New
CIG Cia Energetica DE-Spon ADR 0.51% 2,625,000 $6.3M No change
CTAAU Clearthink 1 Acquisition Cor 0.49% 605,000 $6.0M New
KTWO K2 Capital Acquisition Class A filed as K2 CAP ACQUISITION CORP 0.47% 590,000 $5.8M New
VACH Voyager Acquisition Corp. 0.44% 450,000 $5.4M No change
EMIS Emmis Acquisition Corp. Class A 0.41% 500,000 $5.0M No change
LWAC Lightwave Acquisition Corp. Class A 0.40% 486,900 $5.0M No change
KFII K&F Growth Acquisition Cor-A 0.38% 450,000 $4.7M No change
CCAQ Collective Acquisition Corp. filed as DUNE ACQUISITION CORP II 0.38% 449,995 $4.6M Reduce 0.0%
COPL Copley Acquisition Corp. Class A 0.38% 450,000 $4.6M No change
SZZL Sizzle Acquisition Corp. Class A 0.38% 450,000 $4.6M No change
FACT Fact II Acquisition Corp. 0.37% 438,966 $4.6M Reduce -2.5%
TVAI Thayer Ventures Acquis Class A 0.37% 450,000 $4.6M No change
INAC Indigo Acquisition Corp. 0.37% 450,000 $4.6M No change
SPEG Silver Pegasus Acquisition-A 0.37% 450,000 $4.6M No change
OYSE Oyster Enterprises II Acq-A 0.37% 450,000 $4.6M No change
ENHA Enhanced Group Inc. filed as A PARADISE ACQUISITION CORP 0.37% 450,000 $4.6M No change
PACH Pioneer Acquisition I Class A 0.37% 450,000 $4.6M No change
RFAM RF Acquisition Corp. III 0.37% 465,000 $4.6M New
VNME Vendome Acquisition Corp. Class A 0.37% 450,000 $4.5M No change
GIXXU GIGCAPITAL9 Corp. 0.37% 450,000 $4.5M New
AIIA AI Infrastructure Ac-A 0.37% 450,000 $4.5M No change
SUMAU Suma Acquisition Corp. 0.37% 450,000 $4.5M New
LATA Galata Acqu Corp. II Class A 0.36% 450,000 $4.5M Add +103.2%
PONOU Pono Capital Four Inc. 0.36% 450,000 $4.5M New
SCII SC II Acquisition Corp. Class A 0.36% 450,000 $4.5M Add +800.0%
XFLH.U XFLH Capital Corp. 0.36% 450,000 $4.5M New
IGAC Invest Green Acquisitio Class A 0.36% 450,000 $4.5M New
SSAC Spacsphere Acquisition Class A 0.36% 450,000 $4.5M New
SORN Soren Acquisition Corp. Class A 0.36% 450,000 $4.4M New
IRHO Iron Horse Acquisitions Corp. 0.36% 450,000 $4.4M Add +304.8%
IPXG Inflection Point Acquisition filed as COLUMBUS CIRCLE CAP CORP II 0.36% 450,000 $4.4M New
XSLL Xsolla Spac 1 Class A 0.36% 450,000 $4.4M New
QSEA Quartzsea Acquisition Corp. 0.34% 408,154 $4.2M No change
ELME Elme Communities 0.33% 2,045,358 $4.1M No change
FG MERGER II CORP 0.32% 392,000 $4.0M No change
AACB Artius II Acquisition Inc. Class A 0.30% 356,172 $3.7M Reduce -20.9%
ZIM Zim Integrated Shipping Serv 0.29% 135,031 $3.6M Add +405.4%
AES AES Corp. 0.28% 248,580 $3.5M New
TXNM TXNM Energy Inc. 0.28% 59,911 $3.5M New
FMACU Future Money Acquisition Cor 0.28% 350,000 $3.5M New
GTLS Chart Industries Inc. 0.28% 16,902 $3.5M New
FIGX Figx Capital Acquisition C-A 0.27% 335,237 $3.4M No change
BHF Brighthouse Financial Inc. 0.27% 56,118 $3.4M New
SOUL Soulpower Acquisition Co. Class A 0.27% 318,929 $3.3M No change
PDLB Ponce Financial Group Inc. 0.26% 191,343 $3.2M No change
LCCC Lakeshore Acquisition III Co. 0.25% 294,882 $3.0M No change
ORIQ Origin Investment Corp. I 0.24% 295,911 $3.0M No change
JACS Jackson Acquisition Co. Class A 0.24% 280,470 $3.0M No change
WTG Wintergreen Acquisition Corp. 0.24% 288,800 $3.0M No change
SRBK Sr Bancorp Inc. 0.23% 170,402 $2.9M No change
WNEB Western New England Bancorp 0.23% 219,927 $2.8M No change
CPBI Central Plains Bancshares Inc. 0.22% 158,097 $2.7M No change
YCY Aa Mission Acquisition-A 0.22% 267,147 $2.7M No change
BLFY Blue Foundry Bancorp 0.21% 198,659 $2.6M No change
SSEA Starry Sea Acquisition Corp. 0.21% 250,000 $2.5M No change
CHPG Championsgate Acquisitio-A 0.20% 239,875 $2.5M Reduce -51.2%
NECB Northeast Community Bancorp 0.20% 101,303 $2.4M No change
SKYT Skywater Technology Inc. 0.19% 87,187 $2.4M New
WSBK Winchester Bancorp Inc. 0.19% 186,201 $2.4M No change
NBBK NB Bancorp Inc. 0.19% 111,356 $2.3M No change
LSBK Lake Shore Bancorp Inc. 0.19% 150,585 $2.3M No change
APAC Stonebridge Acquisition Class A 0.18% 225,000 $2.3M New
FDSB Fifth District Bancorp Inc. 0.17% 141,766 $2.1M No change
QRVO Qorvo Inc. 0.17% 26,703 $2.1M New
SOCA Solarius Capital Acquis Class A 0.17% 200,000 $2.0M No change
CWAN Clearwater Analytics HDS-A 0.16% 85,022 $2.0M New
WSTN Westin Acquisition Corp. Class A 0.16% 200,000 $2.0M New
FBLA FB Bancorp Inc. 0.16% 144,020 $2.0M No change
AHCO Adapthealth Corp. 0.16% 164,961 $2.0M New
OZK Bank Ozk 0.16% 42,364 $1.9M New
VECO Veeco Instruments Inc. 0.15% 56,213 $1.9M New
MPB Mid Penn Bancorp Inc. 0.15% 57,300 $1.8M No change
TFSL TFS Financial Corp. 0.15% 129,642 $1.8M New
CTRA Coterra Energy Inc. 0.15% 51,666 $1.8M New
APTV Aptiv PLC-W/I 0.14% 30,300 $1.8M New
CLBK Columbia Financial Inc. 0.14% 100,911 $1.8M New
NWE Northwestern Energy Group Inc. 0.14% 26,570 $1.8M New

Show all 403 holdings

Other holdings (24): bonds, preferreds, convertibles and warrants · $3.5M (not counted above)
SecurityClassShares / PrincipalValueChange
SSACW Spacsphere Acquisition - 31 *W EXP 02/06/203 225,000$2.2MNew
KTWOR K2 Capital Acquisition C-RTS RIGHT 07/30/2027 590,000$124KNew
AI INFRASTRUCTURE ACQUISITIO RIGHT 99/99/9999 450,000$113KNo change
SCIIR SC II Acquisition Corp.-RT RIGHT 11/26/2030 450,000$99KAdd +800.0%
SSACR Spacsphere Acquisition C-RTS RIGHT 02/06/2031 450,000$81KNew
PGACR Pantages Capital Acquis-RT RIGHT 11/15/2029 403,269$81KNo change
EMISR Emmis Acquisition Corp. RIGHT 09/12/2030 500,000$70KNo change
QSEAR Quartzsea Acquisition Corp. RIGHT 02/18/2030 408,154$65KNo change
IRHOR Iron Horse Acquisiti- Rights RIGHT 07/11/2030 450,000$64KAdd +304.8%
HAVAR Harvard Ave Acquisition RIGHT 99/99/9999 450,000$54KNo change
DMAAR Drugs Made in America Ac-RTS RIGHT 12/09/2029 850,000$51KNo change
CHARR Charlton Aria Acquisi-Rights RIGHT 12/31/2026 365,000$51KNo change
SSEAR Starry Sea Acquisition C-RTS RIGHT 07/07/2030 249,800$47KNo change
RFAMR RF Acquisition Corp. III RIGHT 01/28/2031 465,000$47KNew
BSAAR Best Spac I Acquisition - RT RIGHT 05/27/2030 270,848$43KNo change
WSTNR Westin Acquisition Corp.-RTS RIGHT 09/17/2030 200,000$42KNew
NOEMR CO2 Energy Transition Co.-RTS RIGHT 10/15/2028 241,607$41KNo change
UYSCR Uy Scuti Acquisition Corp. RIGHT 03/03/2030 240,898$39KNo change
WTGUR Wintergreen Acquisition-RT RIGHT 99/99/9999 200,000$30KNo change
LCCCR Lakeshore Acquisition III Co. RIGHT 08/01/2026 163,800$30KNo change
APACR Stonebridge Acquisition II C RIGHT 09/09/2030 225,000$27KNew
CHPGR Championsgate Acquisition Co. RIGHT 05/14/2030 100,893$14KNo change
GTERR Globa Terra Acquisition-RTS RIGHT 06/17/2030 101,200$13KNo change
NMPAR NMP Acquisition Corp. RIGHT 06/27/2030 36,017$7KNew

Total filed on the 13F, all lines: $1.2B.

Portfolio Sells Q4 2025 → Q1 2026

RIO Rio Tinto PLC-Spon ADR Sold out 0.00% −6.52
TEVA Teva Pharmaceutical-SP ADR Sold out 0.00% −5.50
ECVT Ecovyst Inc. Sold out 0.00% −4.32
BDX Becton Dickinson and Co. Sold out 0.00% −3.91
TFX Teleflex Inc. Sold out 0.00% −2.56
TPB Turning Point Brands Inc. Sold out 0.00% −2.34
INDV Indivior Pharmaceuticals Inc. Reduce -0.1% 6.78% −1.25
BCAR D. Boral Arc Acquisit Class A Sold out 0.00% −0.39
FTW Eqv Ventures Acquisition C-A Sold out 0.00% −0.39
NOEM CO2 Energy Transition Corp. Reduce -86.5% 0.03% −0.21
CHPG Championsgate Acquisitio-A Reduce -51.2% 0.20% −0.21
ANEB Anebulo Pharmaceuticals Inc. Sold out 0.00% −0.21
UYSC Uy Scuti Acquisition Corp. Sold out 0.00% −0.20
APACU Stonebridge Acquisition II C Sold out 0.00% −0.18
BLUW Blue Water Acquisition C-A Sold out 0.00% −0.16
RIBB Ribbon Acquisition Corp. Sold out 0.00% −0.15
BSAA Best Spac I Acquisition-A Sold out 0.00% −0.14
CVNA Carvana Co. Sold out 0.00% −0.11
APP AppLovin Corp. Class A Sold out 0.00% −0.10
ESTA Establishment Labs Holdings Sold out 0.00% −0.09
CAI Caris Life Sciences Inc. Sold out 0.00% −0.09
NTRA Natera Inc. Sold out 0.00% −0.09
ARES Ares Management Corp. Class A Sold out 0.00% −0.09
CRM Salesforce Inc. Sold out 0.00% −0.09
WMT Walmart Inc. Sold out 0.00% −0.09
GH Guardant Health Inc. Sold out 0.00% −0.09
CPT Camden Property Trust Sold out 0.00% −0.09
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.09
MCO Moody's Corp. Sold out 0.00% −0.09
BKNG Booking Holdings Inc. Sold out 0.00% −0.09
V Visa Inc. Class A Sold out 0.00% −0.09
OLN Olin Corp. Sold out 0.00% −0.09
DHR Danaher Corp. Sold out 0.00% −0.09
AXON Axon Enterprise Inc. Sold out 0.00% −0.08
AVB Avalonbay Communities Inc. Sold out 0.00% −0.08
ADP Automatic Data Processing Sold out 0.00% −0.08
ECL Ecolab Inc. Sold out 0.00% −0.08
JCI Johnson Controls Internation Sold out 0.00% −0.08
INTU Intuit Inc. Sold out 0.00% −0.08
NVR NVR Inc. Sold out 0.00% −0.08
FWONA Liberty Media Corp. Class A Sold out 0.00% −0.08
TDG Transdigm Group Inc. Sold out 0.00% −0.08
ADSK Autodesk Inc. Sold out 0.00% −0.08
BRO Brown & Brown Inc. Sold out 0.00% −0.08
MELI MercadoLibre Inc. Sold out 0.00% −0.08
LAMR Lamar Advertising Co. Class A Sold out 0.00% −0.08
IBKR Interactive Brokers Gro Class A Sold out 0.00% −0.08
KMB Kimberly-Clark Corp. Sold out 0.00% −0.08
PG The Procter & Gamble Co. Sold out 0.00% −0.08
SYK Stryker Corp. Sold out 0.00% −0.08

Portfolio Buys Q4 2025 → Q1 2026

ETH Grayscale Ethereum Staking M New 5.73% +5.73
OKE Oneok Inc. New 3.39% +3.39
TIGO Millicom Intl Cellular S.A. Add +7091.6% 3.38% +3.35
KDP Keurig Dr Pepper Inc. New 2.92% +2.92
UNP Union Pacific Corp. New 2.92% +2.92
GPC Genuine Parts Co. New 2.72% +2.72
TRIP Tripadvisor Inc. Add +4753.5% 0.84% +0.81
HAVA Harvard Ave Acquisition Class A New 0.60% +0.60
CTAAU Clearthink 1 Acquisition Cor New 0.49% +0.49
KTWO K2 Capital Acquisition Class A New 0.47% +0.47
RFAM RF Acquisition Corp. III New 0.37% +0.37
GIXXU GIGCAPITAL9 Corp. New 0.37% +0.37
SUMAU Suma Acquisition Corp. New 0.37% +0.37
PONOU Pono Capital Four Inc. New 0.36% +0.36
XFLH.U XFLH Capital Corp. New 0.36% +0.36
IGAC Invest Green Acquisitio Class A New 0.36% +0.36
SSAC Spacsphere Acquisition Class A New 0.36% +0.36
SORN Soren Acquisition Corp. Class A New 0.36% +0.36
IPXG Inflection Point Acquisition New 0.36% +0.36
XSLL Xsolla Spac 1 Class A New 0.36% +0.36
SCII SC II Acquisition Corp. Class A Add +800.0% 0.36% +0.32
AES AES Corp. New 0.28% +0.28
TXNM TXNM Energy Inc. New 0.28% +0.28
FMACU Future Money Acquisition Cor New 0.28% +0.28
GTLS Chart Industries Inc. New 0.28% +0.28
BHF Brighthouse Financial Inc. New 0.27% +0.27
IRHO Iron Horse Acquisitions Corp. Add +304.8% 0.36% +0.27
ZIM Zim Integrated Shipping Serv Add +405.4% 0.29% +0.24
SKYT Skywater Technology Inc. New 0.19% +0.19
LATA Galata Acqu Corp. II Class A Add +103.2% 0.36% +0.18
APAC Stonebridge Acquisition Class A New 0.18% +0.18
QRVO Qorvo Inc. New 0.17% +0.17
CWAN Clearwater Analytics HDS-A New 0.16% +0.16
WSTN Westin Acquisition Corp. Class A New 0.16% +0.16
AHCO Adapthealth Corp. New 0.16% +0.16
OZK Bank Ozk New 0.16% +0.16
VECO Veeco Instruments Inc. New 0.15% +0.15
TFSL TFS Financial Corp. New 0.15% +0.15
CTRA Coterra Energy Inc. New 0.15% +0.15
APTV Aptiv PLC-W/I New 0.14% +0.14
CLBK Columbia Financial Inc. New 0.14% +0.14
NWE Northwestern Energy Group Inc. New 0.14% +0.14
WTRG Essential Utilities Inc. New 0.14% +0.14
AXTA Axalta Coating Systems Ltd. New 0.12% +0.12
LFST Lifestance Health Group Inc. New 0.10% +0.10
SSB Southstate Bank Corp. New 0.09% +0.09
AMWD American Woodmark Corp. New 0.09% +0.09
AVTR Avantor Inc. New 0.09% +0.09
NTRS Northern Trust Corp. New 0.09% +0.09
HAE Haemonetics Corp. Add +606.3% 0.10% +0.08

Notes & Other Activity Q4 2025 → Q1 2026

SSACW Spacsphere Acquisition - 31 *W EXP 02/06/203 New 225,000 $2.2M
ECD AUTOMOTIVE DESIGN INC *W EXP 12/12/202 Sold out 606,566 $260Kbefore exit
KTWOR K2 Capital Acquisition C-RTS RIGHT 07/30/2027 New 590,000 $124K
SCIIR SC II Acquisition Corp.-RT RIGHT 11/26/2030 Add +800.0% 450,000 $99K
SSACR Spacsphere Acquisition C-RTS RIGHT 02/06/2031 New 450,000 $81K
IRHOR Iron Horse Acquisiti- Rights RIGHT 07/11/2030 Add +304.8% 450,000 $64K
RFAMR RF Acquisition Corp. III RIGHT 01/28/2031 New 465,000 $47K
WSTNR Westin Acquisition Corp.-RTS RIGHT 09/17/2030 New 200,000 $42K
APACR Stonebridge Acquisition II C RIGHT 09/09/2030 New 225,000 $27K
NMPAR NMP Acquisition Corp. RIGHT 06/27/2030 New 36,017 $7K

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