Mithaq Capital SPC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Mithaq Capital SPC reported 4 stock positions worth $370.2 million. Its top holding was Nexxen International (NEXN) at 43.3% of the portfolio, followed by Burford Capital (BUR, 33.8%) and Children's Place (PLCE, 22.8%). Compared with Q2 2025, it reduced 3. The biggest sale was Burford Capital (BUR, shares −1%).

Most Recent 13F
Q2 2026
Location
AL MALQA, RIYADH, T0
CIK
0001834600
Portfolio Value
$370.2M (Q3 2025)
SEC Filing
0001834600-25-000009 ↗ filed Oct 29, 2025

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 $370.2M Q3 2025 Q4 2025: $196.3M Q4 2025 Q1 2026: $165.9M Q1 2026 Q2 2026: $204.0M Q2 2026

Holdings 4 stocks · $370.2M

NEXN Nexxen International Ltd. 43.30% 17,326,679 $160.3M Reduce -0.8%
BUR Burford Capital Ltd. 33.81% 10,464,658 $125.2M Reduce -0.8%
PLCE The Children's Place Inc. 22.80% 13,593,236 $84.4M Reduce -0.8%
ULYX Urgent.ly Inc. 0.09% 98,734 $319K No change

Portfolio Sells Q2 2025 → Q3 2025

BUR Burford Capital Ltd. Reduce -0.8% 33.81% −4.41
NEXN Nexxen International Ltd. Reduce -0.8% 43.30% −2.90
PLCE The Children's Place Inc. Reduce -0.8% 22.80% +7.38

Portfolio Buys Q2 2025 → Q3 2025

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