Mithaq Capital SPC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), Mithaq Capital SPC reported 4 stock positions worth $393.4 million. Its top holding was Nexxen International (NEXN) at 46.2% of the portfolio, followed by Burford Capital (BUR, 38.2%) and Children's Place (PLCE, 15.4%). Compared with Q1 2025, it reduced 1. The biggest sale was Urgent.ly (ULYX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- AL MALQA, RIYADH, T0
- CIK
- 0001834600
- Portfolio Value
- $393.4M (Q2 2025)
- SEC Filing
- 0001834600-25-000006 ↗ filed Jul 18, 2025
Holdings Value
Holdings 4 stocks · $393.4M
Portfolio Sells Q1 2025 → Q2 2025
| ULYX Urgent.ly Inc. | Reduce -0.8% | 0.16% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
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 |