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MANGROVE PARTNERS IM, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$1.1B
+6.5%
Holdings
564
+154
New Purchases
233
Added To
49
Closed
192
Reduced
36
Top 10 Concentration
46.1%
Turnover
75.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
INDV 7.49% 0.00% +7.49% $84M
ETH 6.33% 0.00% +6.33% $71M
OKE 3.74% 0.00% +3.74% $42M
TIGO 3.74% 0.04% +3.70% $42M
KDP 3.22% 0.00% +3.22% $36M
UNP 3.22% 0.00% +3.22% $36M
GPC 3.00% 0.00% +3.00% $33M
REX 4.15% 3.13% +1.01% $46M
CODI 2.60% 1.69% +0.91% $29M
TRIP 0.93% 0.03% +0.90% $10M
HAVA 0.66% 0.00% +0.66% $7M
GIXXU 0.41% 0.00% +0.41% $5M
SCII 0.40% 0.00% +0.40% $4M
SORN 0.40% 0.00% +0.40% $4M
IRHO 0.40% 0.00% +0.40% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RIO 0.00% 7.63% -7.63% $0
TEVA 0.00% 6.44% -6.44% $0
ECVT 0.00% 5.06% -5.06% $0
BDX 0.00% 4.58% -4.58% $0
WRE 0.37% 3.40% -3.03% $4M
TFX 0.00% 2.99% -2.99% $0
TPB 0.00% 2.75% -2.75% $0
OTEX 1.98% 3.09% -1.11% $22M
FLYW 3.15% 4.04% -0.89% $35M
ENVA 3.49% 4.30% -0.81% $39M
BILL 2.88% 3.41% -0.53% $32M
BIO 3.17% 3.67% -0.50% $35M
MRP 3.47% 3.94% -0.47% $39M
FIS 2.77% 3.22% -0.45% $31M
HAVAU 0.00% 0.43% -0.43% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 6 $0 0.0%
Large Cap 86 $313M 28.0%
Mid Cap 208 $413M 37.0%
Small Cap 183 $261M 23.4%
Micro Cap 81 $130M 11.6%

Portfolio Analytics

Avg Market Cap
$17.5B
Median Market Cap
$2.4B
Avg P/E
33.6
Median P/E
20.8
Avg Dividend Yield
0.03%
Avg Beta
1.02
# Stocks
562
# ETFs / Funds
2

Top Holdings (564 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 INDV 7.49% 2,742,434 $84M $30.48 +2,742,434 NEW
2 ATMU 6.69% 1,315,227 $75M $56.77 $6M
3 ETH 6.33% 3,552,685 $71M $19.86 +3,552,685 NEW
4 REX 4.15% 1,015,234 $46M $45.57 $13M
5 PCG 3.80% 2,413,615 $42M $17.57 $4M
6 OKE 3.74% 461,743 $42M $90.39 +461,743 NEW
7 TIGO 3.74% 556,485 $42M $74.94 $41M +548,747 +7091.6%
8 ENVA 3.49% 286,543 $39M $135.83 -$6M
9 MRP 3.47% 1,380,992 $39M $28.00 -$3M
10 KDP 3.22% 1,364,682 $36M $26.33 +1,364,682 NEW
11 UNP 3.22% 148,098 $36M $242.62 +148,098 NEW
12 BIO 3.17% 126,853 $35M $278.75 -$3M
13 FLYW 3.15% 3,014,997 $35M $11.64 -$7M +30,921 +1.0%
14 GPC 3.00% 316,771 $33M $105.75 +316,771 NEW
15 BILL 2.88% 838,994 $32M $38.30 -$4M +183,625 +28.0%
16 FIS 2.77% 657,673 $31M $46.91 -$3M +150,286 +29.6%
17 NWSA 2.66% 1,191,858 $30M $24.93 -$1M
18 CODI 2.60% 3,684,800 $29M $7.86 $11M
19 OTEX 1.98% 993,199 $22M $22.26 -$10M
20 TRIP 0.93% 968,658 $10M $10.66 $10M +948,700 +4753.5%
21 BSOL 0.76% 766,605 $8M $11.05 -$761K +203,650 +36.2%
22 HAVA 0.66% 740,600 $7M $10.01 +740,600 NEW
23 CIG 0.56% 2,625,000 $6M $2.39 $1M
24 EMIS 0.45% 500,000 $5M $10.05 $50K
25 LWACU 0.45% 486,900 $5M $10.20 $83K
26 IPODU 0.42% 449,995 $5M $10.33 $49K -5
27 COPL 0.42% 450,000 $5M $10.32 $22K
28 SZZLU 0.41% 450,000 $5M $10.28 $54K
29 TVAIR 0.41% 450,000 $5M $10.21 $40K
30 GIXXU 0.41% 450,000 $5M $10.05 +450,000 NEW
31 LATA 0.40% 450,000 $4M $9.99 $2M +228,522 +103.2%
32 SCII 0.40% 450,000 $4M $9.97 +450,000 NEW
33 SORN 0.40% 450,000 $4M $9.88 +450,000 NEW
34 IRHO 0.40% 450,000 $4M $9.86 +450,000 NEW
35 QSEAU 0.38% 408,154 $4M $10.37 $57K
36 WRE 0.37% 2,045,358 $4M $2.01 -$31M
37 FGMC 0.35% 392,000 $4M $10.10 $24K
38 AACB 0.33% 356,172 $4M $10.34 -$952K -93,826 -20.9%
39 ZIM 0.32% 135,031 $4M $26.35 $3M +108,312 +405.4%
40 AES 0.31% 248,580 $4M $14.09 +248,580 NEW
41 TXNM 0.31% 59,911 $4M $58.46 +59,911 NEW
42 GTLS 0.31% 16,902 $3M $206.75 +16,902 NEW
43 FIGXU 0.30% 335,237 $3M $10.10 $13K
44 BHF 0.30% 56,118 $3M $59.88 +56,118 NEW
45 PDLB 0.29% 191,343 $3M $16.71 $69K
46 LCCC 0.27% 294,882 $3M $10.30 $32K
47 ORIQ 0.27% 295,911 $3M $10.20 $24K
48 JACS 0.27% 280,470 $3M $10.59 $48K
49 WTG 0.27% 288,800 $3M $10.27 $23K
50 SRBK 0.26% 170,402 $3M $16.88 $194K
51 WNEB 0.25% 219,927 $3M $12.93 $68K
52 CPBI 0.24% 158,097 $3M $17.11 $30K
53 YCY-UN 0.24% 267,147 $3M $10.07 $29K
54 BLFY 0.24% 198,659 $3M $13.24 $161K
55 SSEAU 0.23% 250,000 $3M $10.14 $32K
56 CHPGU 0.22% 239,875 $2M $10.25 -$3M -251,766 -51.2%
57 NECB 0.22% 101,303 $2M $23.80 $121K
58 SKYT 0.21% 87,187 $2M $27.41 +87,187 NEW
59 WSBK 0.21% 186,201 $2M $12.70 $419K
60 NBBK 0.21% 111,356 $2M $21.07 $139K
61 LSBK 0.20% 150,585 $2M $15.18 $78K
62 APACR 0.20% 225,000 $2M $10.05 +225,000 NEW
63 SSACW 0.20% 225,000 $2M $9.90 +225,000 NEW
64 FDSB 0.19% 141,766 $2M $14.82 -$26K
65 QRVO 0.19% 26,703 $2M $77.40 +26,703 NEW
66 CWAN 0.18% 85,022 $2M $23.65 +85,022 NEW
67 WSTN 0.18% 200,000 $2M $9.99 +200,000 NEW
68 FBLA 0.18% 144,020 $2M $13.74 $128K
69 AHCO 0.18% 164,961 $2M $11.90 +164,961 NEW
70 OZK 0.17% 42,364 $2M $45.89 +42,364 NEW
71 VECO 0.17% 56,213 $2M $33.86 +56,213 NEW
72 MPB 0.17% 57,300 $2M $32.16 $65K
73 TFSL 0.16% 129,642 $2M $14.05 +129,642 NEW
74 CTRA 0.16% 51,666 $2M $35.14 +51,666 NEW
75 CLBK 0.16% 100,911 $2M $17.51 +100,911 NEW
76 NWE 0.16% 26,570 $2M $65.94 +26,570 NEW
77 WTRG 0.16% 42,999 $2M $40.27 +42,999 NEW
78 HYNE 0.15% 119,161 $2M $14.47 $356K +24,726 +26.2%
79 SBXD-UN 0.15% 156,622 $2M $10.70 $19K
80 AXTA 0.14% 55,533 $2M $27.70 +55,533 NEW
81 HAE 0.11% 21,371 $1M $56.36 $962K +18,345 +606.2%
82 LFST 0.11% 187,710 $1M $6.37 +187,710 NEW
83 AMWD 0.10% 28,766 $1M $39.83 +28,766 NEW
84 AVTR 0.10% 140,513 $1M $7.84 +140,513 NEW
85 NTRS 0.09% 7,511 $1M $139.57 +7,511 NEW
86 GTERU 0.09% 101,500 $1M $10.21 $11K
87 OBA 0.09% 100,000 $1M $10.13 $5K
88 ANIP 0.09% 12,918 $993K $76.90 $158K +2,331 +22.0%
89 DY 0.08% 2,796 $947K $338.82 +2,796 NEW
90 PAHC 0.08% 16,660 $921K $55.31 +16,660 NEW
91 NOW 0.08% 8,783 $918K $104.55 +8,783 NEW
92 MIRM 0.08% 9,916 $916K $92.38 +9,916 NEW
93 ECPG 0.08% 12,732 $893K $70.12 +12,732 NEW
94 HBNC 0.08% 52,556 $871K $16.57 +52,556 NEW
95 DYN 0.08% 47,927 $869K $18.13 +47,927 NEW
96 CVBF 0.08% 44,212 $857K $19.39 +44,212 NEW
97 CBU 0.08% 14,436 $847K $58.65 +14,436 NEW
98 WERN 0.07% 28,295 $832K $29.41 $608K +20,838 +279.4%
99 BX 0.07% 7,090 $815K $114.99 -$289K -74 -1.0%
100 PSX 0.07% 4,447 $810K $182.18 -$108K -2,672 -37.5%

New Positions

SymbolValue% Port
INDV $84M 7.49%
ETH $71M 6.33%
OKE $42M 3.74%
KDP $36M 3.22%
UNP $36M 3.22%
GPC $33M 3.00%
HAVA $7M 0.66%
GIXXU $5M 0.41%
SCII $4M 0.40%
SORN $4M 0.40%
IRHO $4M 0.40%
AES $4M 0.31%
TXNM $4M 0.31%
GTLS $3M 0.31%
BHF $3M 0.30%

Sold Out Positions

SymbolValue% Port
AVB —%
BDX —%
NFG —%
ARW —%
UNFI —%
ARES —%
YETI —%
EPC —%
TPB —%
VEEV —%
TEVA —%
APD —%
CVLG —%
ZEPP —%
LC —%
View SEC EDGAR Filings for MANGROVE PARTNERS IM, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms