Mithaq Capital SPC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Mithaq Capital SPC reported 4 stock positions worth $405.2 million. Its top holding was Nexxen International (NEXN) at 36.0% of the portfolio, followed by Burford Capital (BUR, 34.4%) and Children's Place (PLCE, 29.5%). Compared with Q4 2024, it opened 1 new position, sold out of 1 and added to 2. The biggest buy was a new position in Nexxen International (NEXN) and the biggest sale an exit from Nexxen International (NEXN).
- Most Recent 13F
- Q2 2026
- Location
- AL MALQA, RIYADH, T0
- CIK
- 0001834600
- Portfolio Value
- $405.2M (Q1 2025)
- SEC Filing
- 0001834600-25-000004 ↗ filed Apr 21, 2025
Holdings Value
Holdings 4 stocks · $405.2M
Portfolio Sells Q4 2024 → Q1 2025
| NEXN Nexxen International Ltd. | Sold out | 0.00% | −1.04 |
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3 | $204.0M | NEXN, PLCE, BUR |
| Q1 2026 | 4 | $165.9M | NEXN, PLCE, BUR, ULYX |
| Q4 2025 | 4 | $196.3M | NEXN, PLCE, BUR, ULYX |
| Q3 2025 | 4 | $370.2M | NEXN, BUR, PLCE, ULYX |
| Q2 2025 | 4 | $393.4M | NEXN, BUR, PLCE, ULYX |
| Q1 2025 | 4 | $405.2M | NEXN, BUR, PLCE, ULYX |
| Q4 2024 | 4 | $210.5M | BUR, PLCE, NEXN, URGENTLY INC |
| Q3 2024 | 4 | $250.8M | BUR, PLCE, NEXN, URGENTLY INC |
| Q2 2024 | 4 | $198.6M | BUR, PLCE, NEXN, URGENTLY INC |
| Q1 2024 | 4 | $382.7M | BUR, PLCE, NEXN, URGENTLY INC |