Mithaq Capital SPC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Mithaq Capital SPC reported 3 stock positions worth $204.0 million. Its top holding was Nexxen International (NEXN) at 76.7% of the portfolio, followed by Children's Place (PLCE, 20.3%) and Burford Capital (BUR, 3.0%). Compared with Q1 2026, it sold out of 1. The biggest sale was an exit from Urgent.ly (ULYX).

Most Recent 13F
Q2 2026
Location
AL MALQA, RIYADH, T0
CIK
0001834600
Portfolio Value
$204.0M (Q2 2026)
SEC Filing
0001834600-26-000015 ↗ filed Jul 29, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $382.7M Q1 2024 Q2 2024: $198.6M Q2 2024 Q3 2024: $250.8M Q3 2024 Q4 2024: $210.5M Q4 2024 Q1 2025: $405.2M Q1 2025 Q2 2025: $393.4M Q2 2025 Q3 2025: $370.2M Q3 2025 Q4 2025: $196.3M Q4 2025 Q1 2026: $165.9M Q1 2026 Q2 2026: $204.0M $204.0M Q2 2026

Holdings 3 stocks · $204.0M

NEXN Nexxen International Ltd. 76.68% 17,326,679 $156.5M No change
PLCE The Children's Place Inc. 20.32% 13,593,236 $41.5M No change
BUR Burford Capital Ltd. 3.00% 1,494,749 $6.1M No change

Portfolio Sells Q1 2026 → Q2 2026

ULYX Urgent.ly Inc. Sold out 0.00% −0.32

Portfolio Buys Q1 2026 → Q2 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$204.0MNEXN, PLCE, BUR
Q1 2026 4$165.9MNEXN, PLCE, BUR, ULYX
Q4 2025 4$196.3MNEXN, PLCE, BUR, ULYX
Q3 2025 4$370.2MNEXN, BUR, PLCE, ULYX
Q2 2025 4$393.4MNEXN, BUR, PLCE, ULYX
Q1 2025 4$405.2MNEXN, BUR, PLCE, ULYX
Q4 2024 4$210.5MBUR, PLCE, NEXN, URGENTLY INC
Q3 2024 4$250.8MBUR, PLCE, NEXN, URGENTLY INC
Q2 2024 4$198.6MBUR, PLCE, NEXN, URGENTLY INC
Q1 2024 4$382.7MBUR, PLCE, NEXN, URGENTLY INC