Mithaq Capital SPC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Mithaq Capital SPC reported 4 stock positions worth $196.3 million. Its top holding was Nexxen International (NEXN) at 57.7% of the portfolio, followed by Children's Place (PLCE, 27.6%) and Burford Capital (BUR, 14.6%). Compared with Q3 2025, it reduced 1. The biggest sale was Burford Capital (BUR, shares −69%).

Most Recent 13F
Q2 2026
Location
AL MALQA, RIYADH, T0
CIK
0001834600
Portfolio Value
$196.3M (Q4 2025)
SEC Filing
0001834600-26-000005 ↗ filed Feb 10, 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 $196.3M Q4 2025 Q1 2026: $165.9M Q1 2026 Q2 2026: $204.0M Q2 2026

Holdings 4 stocks · $196.3M

NEXN Nexxen International Ltd. 57.72% 17,326,679 $113.3M No change
PLCE The Children's Place Inc. 27.56% 13,593,236 $54.1M No change
BUR Burford Capital Ltd. 14.57% 3,206,156 $28.6M Reduce -69.4%
ULYX Urgent.ly Inc. 0.15% 98,734 $288K No change

Portfolio Sells Q3 2025 → Q4 2025

BUR Burford Capital Ltd. Reduce -69.4% 14.57% −19.24

Portfolio Buys Q3 2025 → Q4 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