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MANGROVE PARTNERS IM, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$851M
-0.3%
Holdings
205
+3
New Purchases
76
Added To
4
Closed
78
Reduced
3
Top 10 Concentration
50.1%
Turnover
75.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WDC 6.20% 0.00% +6.20% $53M
OTEX 3.78% 0.00% +3.78% $32M
CODI 1.83% 0.00% +1.83% $16M
CGON 1.70% 0.00% +1.70% $14M
RZLT 1.20% 0.00% +1.20% $10M
ECVT 4.39% 3.30% +1.09% $37M
RKT 1.12% 0.19% +0.93% $9M
TIGO 4.75% 3.83% +0.93% $40M
ENVA 5.44% 4.70% +0.75% $46M
LAUR 5.31% 4.63% +0.68% $45M
AER 4.69% 4.08% +0.61% $40M
SGI 3.81% 3.25% +0.55% $32M
AXINU 0.53% 0.00% +0.53% $5M
COPL 0.53% 0.00% +0.53% $5M
CGCT 0.53% 0.00% +0.53% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LBRDK 0.00% 5.57% -5.57% $0
LLYVK 0.00% 5.08% -5.08% $0
MBC 0.00% 3.32% -3.32% $0
WS 0.00% 2.81% -2.81% $0
VAL 0.00% 1.82% -1.82% $0
BLCO 0.00% 1.80% -1.80% $0
LNTH 0.00% 0.97% -0.97% $0
CLRCW 0.00% 0.91% -0.91% $0
CNHI 0.00% 0.87% -0.87% $0
AIMAW 0.00% 0.79% -0.79% $0
SIMO 0.00% 0.56% -0.56% $0
PDT 0.53% 1.04% -0.52% $4M
AUR 1.73% 2.22% -0.48% $15M
URG 0.00% 0.40% -0.40% $0
IAC 1.49% 1.82% -0.34% $13M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $2M 0.2%
Large Cap 68 $363M 42.6%
Mid Cap 65 $293M 34.5%
Small Cap 33 $109M 12.8%
Micro Cap 35 $84M 9.9%

Portfolio Analytics

Avg Market Cap
$24.9B
Median Market Cap
$4.8B
Avg P/E
37.0
Median P/E
20.4
Avg Dividend Yield
0.01%
Avg Beta
0.93
# Stocks
199
# ETFs / Funds
6

Top Holdings (205 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RIO 6.85% 998,661 $58M $58.33 -$2M
2 WDC 6.20% 824,256 $53M $63.99 +824,256 NEW
3 ENVA 5.44% 415,160 $46M $111.52 $6M
4 LAUR 5.31% 1,930,871 $45M $23.38 $6M
5 TIGO 4.75% 1,079,249 $40M $37.47 $8M
6 ATMU 4.71% 1,099,631 $40M $36.42 -$341K
7 AER 4.69% 340,904 $40M $117.00 $5M
8 ECVT 4.39% 4,538,410 $37M $8.23 $9M
9 MRP 3.99% 1,191,659 $34M $28.51 $2M
10 SGI 3.81% 475,963 $32M $68.05 $5M +12,088 +2.6%
11 TEVA 3.81% 1,932,427 $32M $16.76 $3M
12 OTEX 3.78% 1,102,346 $32M $29.21 +1,102,346 NEW
13 IJR 2.99% 232,878 $25M $109.29 $2M +9,578 +4.3%
14 MREO 2.75% 8,636,485 $23M $2.71 $4M
15 PTGX 2.57% 395,383 $22M $55.27 $3M
16 UBS 2.10% 527,637 $18M $33.82 $2M
17 NWSA 1.85% 529,204 $16M $29.72 $1M
18 CODI 1.83% 2,478,276 $16M $6.28 +2,478,276 NEW
19 CENTA 1.81% 493,056 $15M $31.29 -$710K
20 AUR 1.73% 2,815,036 $15M $5.24 -$4M
21 CGON 1.70% 555,117 $14M $26.00 +555,117 NEW
22 IAC 1.49% 338,643 $13M $37.34 -$3M
23 RZLT 1.20% 2,297,489 $10M $4.46 +2,297,489 NEW
24 RKT 1.12% 669,758 $9M $14.18 $8M +537,492 +406.4%
25 CIG 1.06% 4,600,000 $9M $1.96 $920K
26 CHW 1.03% 1,231,838 $9M $7.13 $912K
27 TPB 0.88% 99,259 $8M $75.77 $2M
28 HE 0.77% 619,000 $7M $10.63 -$198K
29 IBAC 0.55% 450,000 $5M $10.47 $81K
30 ETHM 0.54% 450,000 $5M $10.20 $114K
31 AXINU 0.53% 450,000 $5M $10.09 +450,000 NEW
32 COPL 0.53% 450,000 $5M $10.07 +450,000 NEW
33 CGCT 0.53% 450,000 $5M $10.02 +450,000 NEW
34 PDT 0.53% 340,115 $4M $13.17 -$4M -340,916 -50.1%
35 QSEAU 0.48% 408,154 $4M $10.05 +408,154 NEW
36 FGMC 0.46% 392,000 $4M $9.88 $114K
37 IPEX 0.45% 379,138 $4M $10.09 $64K
38 ANEB 0.43% 2,525,252 $4M $1.44 $354K
39 ZTR 0.32% 439,494 $3M $6.23 -$539K -109,491 -19.9%
40 BSAAU 0.32% 270,848 $3M $10.04 +270,848 NEW
41 IPODU 0.30% 257,444 $3M $10.05 +257,444 NEW
42 CPBI 0.28% 157,396 $2M $15.12 $32K
43 PDLB 0.27% 163,362 $2M $13.84 $191K
44 LRMR 0.26% 770,233 $2M $2.89 $570K
45 SRBK 0.26% 164,818 $2M $13.50 $259K
46 NECB 0.25% 90,867 $2M $23.24 -$18K
47 WTGUU 0.24% 200,000 $2M $10.09 +200,000 NEW
48 OPEN 0.23% 3,681,956 $2M $0.53 $1M +3,224,658 +705.1%
49 WNEB 0.22% 204,891 $2M $9.23 -$14K
50 XRPN 0.22% 185,700 $2M $10.05 +185,700 NEW
51 NBBK 0.22% 103,743 $2M $17.86 -$22K
52 BLFY 0.21% 184,063 $2M $9.57 $68K
53 FDSB 0.20% 139,405 $2M $12.35 $21K
54 LCCC 0.20% 166,300 $2M $10.02 +166,300 NEW
55 GOGO 0.19% 107,605 $2M $14.68 +107,605 NEW
56 WSBK 0.18% 169,098 $2M $8.95 +169,098 NEW
57 MPB 0.17% 50,809 $1M $28.20 +50,809 NEW
58 FBLA 0.16% 117,823 $1M $11.25 -$1K
59 CBRL 0.13% 17,942 $1M $61.08 +17,942 NEW
60 VSCO 0.12% 57,045 $1M $18.52 -$3K
61 CHPGU 0.12% 100,893 $1M $10.00 +100,893 NEW
62 OBAWU 0.12% 100,000 $1M $10.01 +100,000 NEW
63 OGN 0.11% 93,327 $903K $9.68 +93,327 NEW
64 TPL 0.11% 853 $901K $1,056.39 -$957K -549 -39.2%
65 SAIL 0.10% 38,280 $875K $22.86 +38,280 NEW
66 RCL 0.10% 2,792 $874K $313.14 +2,792 NEW
67 SZZLU 0.10% 86,973 $874K $10.05 +86,973 NEW
68 PLUG 0.10% 586,172 $873K $1.49 +586,172 NEW
69 DASH 0.10% 3,530 $870K $246.51 +3,530 NEW
70 CCL 0.10% 30,489 $857K $28.12 +30,489 NEW
71 FTI 0.10% 24,827 $855K $34.44 $68K
72 DNN 0.10% 465,275 $847K $1.82 $242K
73 TDOC 0.10% 94,834 $826K $8.71 +94,834 NEW
74 CYBR 0.10% 2,009 $817K $406.88 +2,009 NEW
75 GH 0.10% 15,664 $815K $52.04 $148K
76 ILMN 0.10% 8,528 $814K $95.41 +8,528 NEW
77 AXON 0.09% 973 $806K $827.94 +973 NEW
78 CVNA 0.09% 2,378 $801K $336.96 +2,378 NEW
79 GNRC 0.09% 5,509 $789K $143.21 +5,509 NEW
80 MDB 0.09% 3,728 $783K $209.99 +3,728 NEW
81 NMR 0.09% 118,858 $782K $6.58 +118,858 NEW
82 PJT 0.09% 4,739 $782K $165.01 +4,739 NEW
83 TIGR 0.09% 79,771 $770K $9.65 +79,771 NEW
84 JCI 0.09% 7,282 $769K $105.62 +7,282 NEW
85 ARM 0.09% 4,724 $764K $161.74 $260K
86 PANW 0.09% 3,695 $756K $204.64 +3,695 NEW
87 EQT 0.09% 12,767 $745K $58.32 +12,767 NEW
88 FITB 0.09% 17,991 $740K $41.13 +17,991 NEW
89 EXE 0.09% 6,255 $731K $116.94 +6,255 NEW
90 IRM 0.09% 7,088 $727K $102.57 +7,088 NEW
91 BA 0.09% 3,465 $726K $209.53 +3,465 NEW
92 PWP 0.09% 37,279 $724K $19.42 +37,279 NEW
93 CWST 0.08% 6,227 $718K $115.38 +6,227 NEW
94 NTR 0.08% 12,317 $717K $58.24 +12,317 NEW
95 TSN 0.08% 12,748 $713K $55.94 +12,748 NEW
96 ALAB 0.08% 7,875 $712K $90.42 +7,875 NEW
97 GPI 0.08% 1,605 $701K $436.71 +1,605 NEW
98 EBC 0.08% 45,744 $699K $15.27 +45,744 NEW
99 CORT 0.08% 9,499 $697K $73.40 +9,499 NEW
100 CPK 0.08% 5,793 $696K $120.22 +5,793 NEW

New Positions

SymbolValue% Port
WDC $53M 6.20%
OTEX $32M 3.78%
CODI $16M 1.83%
CGON $14M 1.70%
RZLT $10M 1.20%
AXINU $5M 0.53%
COPL $5M 0.53%
CGCT $5M 0.53%
QSEAU $4M 0.48%
BSAAU $3M 0.32%
IPODU $3M 0.30%
WTGUU $2M 0.24%
XRPN $2M 0.22%
LCCC $2M 0.20%
GOGO $2M 0.19%

Sold Out Positions

SymbolValue% Port
ESTC —%
MTDR —%
PSX —%
DFP —%
BLCO —%
SON —%
KVYO —%
BV —%
WS —%
TECK —%
LBRT —%
SPGI —%
VAL —%
MGY —%
OVV —%
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