Mangrove Partners IM, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Mangrove Partners IM, LLC disclosed 371 US equity positions worth $1.2bn in its Q4 2025 13F filing. The largest position was INDIVIOR PLC at 8.0% of the reported book, followed by RIO and ATMU. Against the Q3 2025 filing, it opened 7 new positions, added to 5 and reduced 8 among the top 50 holdings.
What did Mangrove Partners IM, LLC own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | INDIVIOR PLC | 8.0% | $98.5m | 2,746,009 | 0% | held | |
| 2 | RIO RIO TINTO PLC | Basic Materials | 6.5% | $79.9m | 998,661 | 0% | held |
| 3 | ATMU ATMUS FILTRATION TECHNOLOGIE | Consumer Cyclical | 5.6% | $68.3m | 1,315,227 | -1% | reduced |
| 4 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 5.5% | $67.4m | 2,158,950 | -8% | reduced |
| 5 | ECVT ECOVYST INC | Basic Materials | 4.3% | $53.0m | 5,447,873 | -0% | held |
| 6 | BDX BECTON DICKINSON & CO | Healthcare | 3.9% | $48.0m | 247,317 | – | new |
| 7 | ENVA ENOVA INTL INC | Financial Services | 3.7% | $45.0m | 286,543 | -42% | reduced |
| 8 | FLYW FLYWIRE CORPORATION | Technology | 3.4% | $42.3m | 2,984,076 | 3% | added |
| 9 | MRP MILLROSE PPTYS INC | Real Estate | 3.4% | $41.3m | 1,380,992 | -4% | reduced |
| 10 | PCG PG&E CORP | Utilities | 3.2% | $38.8m | 2,413,615 | -7% | reduced |
| 11 | BIO BIO RAD LABS INC | Healthcare | 3.1% | $38.4m | 126,853 | 0% | held |
| 12 | BILL BILL HOLDINGS INC | Technology | 2.9% | $35.7m | 655,369 | 11% | added |
| 13 | ELME ELME COMMUNITIES | Real Estate | 2.9% | $35.6m | 2,045,358 | 0% | held |
| 14 | FIS FIDELITY NATL INFORMATION SV | Technology | 2.7% | $33.7m | 507,387 | – | new |
| 15 | REX REX AMERICAN RES CORP | Basic Materials | 2.7% | $32.8m | 1,015,234 | 93% | added |
| 16 | OTEX OPEN TEXT CORP | Technology | 2.6% | $32.4m | 993,199 | -6% | reduced |
| 17 | TFX TELEFLEX INCORPORATED | Healthcare | 2.6% | $31.3m | 256,726 | – | new |
| 18 | NWSA NEWS CORP NEW | Communication Services | 2.5% | $31.1m | 1,191,858 | 0% | held |
| 19 | TPB TURNING PT BRANDS INC | Consumer Defensive | 2.3% | $28.7m | 265,205 | 2% | added |
| 20 | CODI COMPASS DIVERSIFIED | 1.4% | $17.7m | 3,684,800 | 0% | held | |
| 21 | BITWISE SOLANA STAKING ETF | 0.8% | $9.2m | 562,955 | – | new | |
| 22 | AXIOM INTELLIGENCE AC CORP 1 | 0.7% | $9.1m | 900,000 | 0% | held | |
| 23 | CIG CIA ENERGETICA DE MINAS GERA | Utilities | 0.4% | $5.2m | 2,625,000 | -43% | reduced |
| 24 | CHAMPIONSGATE ACQUISITION CO | 0.4% | $5.0m | 491,641 | 0% | held | |
| 25 | EMMIS ACQUISITION CORP. | 0.4% | $5.0m | 500,000 | – | new | |
| 26 | LIGHTWAVE ACQUISITION CORP | 0.4% | $4.9m | 486,900 | 0% | held | |
| 27 | VOYAGER ACQUISITION CORP | 0.4% | $4.8m | 450,000 | 0% | held | |
| 28 | D. BORAL ARC ACQ I CORP. | 0.4% | $4.8m | 475,000 | 0% | held | |
| 29 | EQV VENTURES ACQUISITION COR | 0.4% | $4.7m | 450,000 | 0% | held | |
| 30 | FACT II ACQUISITION CORP | 0.4% | $4.7m | 450,000 | 0% | held | |
| 31 | K&F GROWTH ACQUISITION CORP | 0.4% | $4.7m | 450,000 | 0% | held | |
| 32 | ARTIUS II ACQUISITION INC | 0.4% | $4.6m | 449,998 | -0% | held | |
| 33 | COPLEY ACQUISITION CORP | 0.4% | $4.6m | 450,000 | 0% | held | |
| 34 | DUNE ACQUISITION CORP II | 0.4% | $4.6m | 450,000 | 0% | held | |
| 35 | SIZZLE ACQUISITION CORP. II | 0.4% | $4.6m | 450,000 | 0% | held | |
| 36 | THAYER VENTURES ACQ CORP II | 0.4% | $4.6m | 450,000 | 0% | held | |
| 37 | OYSTER ENTERPRISES II ACQUIS | 0.4% | $4.5m | 450,000 | 0% | held | |
| 38 | HARVARD AVE ACQUISITION CORP | 0.4% | $4.5m | 450,000 | – | new | |
| 39 | SILVER PEGASUS ACQUISITION C | 0.4% | $4.5m | 450,000 | 0% | held | |
| 40 | A PARADISE ACQUISITION CORP | 0.4% | $4.5m | 450,000 | 0% | held | |
| 41 | INDIGO ACQUISITION CORP | 0.4% | $4.5m | 450,000 | 0% | held | |
| 42 | PIONEER ACQUISITION I CORP | 0.4% | $4.5m | 450,000 | 0% | held | |
| 43 | VENDOME ACQUISITION CORP I | 0.4% | $4.5m | 450,000 | 0% | held | |
| 44 | AI INFRASTRUCTURE ACQUISI | 0.4% | $4.5m | 450,000 | – | new | |
| 45 | QUARTZSEA ACQUISITION CORP | 0.3% | $4.2m | 408,154 | 0% | held | |
| 46 | FG MERGER II CORP | 0.3% | $3.9m | 392,000 | 0% | held | |
| 47 | FIGX CAP ACQUISITION CORP. | 0.3% | $3.4m | 335,237 | 0% | held | |
| 48 | SOULPOWER ACQUISITION CORP | 0.3% | $3.2m | 318,929 | -1% | reduced | |
| 49 | PDLB PONCE FINANCIAL GROUP INC | 0.3% | $3.1m | 191,343 | 6% | added | |
| 50 | LAKESHORE ACQUISITION III CO | 0.2% | $3.0m | 294,882 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.