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Asset Manager ← All Institutions

MANGROVE PARTNERS IM, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$1.2B
+41.3%
Holdings
217
+12
New Purchases
90
Added To
30
Closed
78
Reduced
8
Top 10 Concentration
50.3%
Turnover
77.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ECDAW 12.54% 0.03% +12.51% $151M
FLYW 3.27% 0.00% +3.27% $39M
PCG 3.26% 0.00% +3.26% $39M
BIO 2.96% 0.00% +2.96% $36M
WRE 2.87% 0.00% +2.87% $34M
BILL 2.59% 0.00% +2.59% $31M
IBIT 1.57% 0.00% +1.57% $19M
REX 1.34% 0.00% +1.34% $16M
TPB 2.15% 0.88% +1.26% $26M
NWSA 3.04% 1.85% +1.20% $37M
RZLT 2.25% 1.20% +1.05% $27M
CGON 2.25% 1.70% +0.55% $27M
LWACU 0.40% 0.00% +0.40% $5M
AACB 0.38% 0.00% +0.38% $5M
GSRFU 0.38% 0.00% +0.38% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WDC 0.00% 6.20% -6.20% $0
TIGO 0.00% 4.75% -4.75% $0
AER 0.00% 4.69% -4.69% $0
IJR 0.00% 2.99% -2.99% $0
LAUR 3.10% 5.31% -2.21% $37M
UBS 0.00% 2.10% -2.10% $0
AUR 0.00% 1.73% -1.73% $0
IAC 0.00% 1.49% -1.49% $0
MREO 1.33% 2.75% -1.42% $16M
CENTA 0.44% 1.81% -1.37% $5M
RIO 5.48% 6.85% -1.36% $66M
RKT 0.07% 1.12% -1.04% $870K
CHW 0.14% 1.03% -0.89% $2M
HE 0.00% 0.77% -0.77% $0
ENVA 4.76% 5.44% -0.68% $57M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 15 $12M 1.0%
Large Cap 65 $279M 23.2%
Mid Cap 54 $403M 33.5%
Small Cap 42 $248M 20.6%
Micro Cap 41 $261M 21.7%

Portfolio Analytics

Avg Market Cap
$69.3B
Median Market Cap
$4.6B
Avg P/E
37.3
Median P/E
21.4
Avg Dividend Yield
0.05%
Avg Beta
0.90
# Stocks
211
# ETFs / Funds
6

Top Holdings (217 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ECDAW 12.54% 978,989 $151M $154.00 $151M -9,821 -1.0%
2 RIO 5.48% 998,661 $66M $66.01 $8M
3 ATMU 4.99% 1,330,553 $60M $45.09 $20M +230,922 +21.0%
4 ENVA 4.76% 496,967 $57M $115.09 $11M +81,807 +19.7%
5 SGI 4.04% 575,915 $49M $84.33 $16M +99,952 +21.0%
6 MRP 4.03% 1,441,908 $48M $33.61 $14M +250,249 +21.0%
7 ECVT 3.99% 5,474,057 $48M $8.76 $11M +935,647 +20.6%
8 TEVA 3.93% 2,338,237 $47M $20.20 $15M +405,810 +21.0%
9 OTEX 3.27% 1,052,161 $39M $37.38 $7M -50,185 -4.5%
10 FLYW 3.27% 2,901,693 $39M $13.54 +2,901,693 NEW
11 PCG 3.26% 2,596,895 $39M $15.08 +2,596,895 NEW
12 LAUR 3.10% 1,181,479 $37M $31.54 -$8M -749,392 -38.8%
13 NWSA 3.04% 1,191,858 $37M $30.71 $21M +662,654 +125.2%
14 BIO 2.96% 126,853 $36M $280.39 +126,853 NEW
15 WRE 2.87% 2,045,358 $34M $16.86 +2,045,358 NEW
16 PTGX 2.64% 478,413 $32M $66.43 $10M +83,030 +21.0%
17 BILL 2.59% 588,014 $31M $52.97 +588,014 NEW
18 RZLT 2.25% 2,882,149 $27M $9.40 $17M +584,660 +25.4%
19 CGON 2.25% 671,692 $27M $40.28 $13M +116,575 +21.0%
20 TPB 2.15% 260,991 $26M $98.86 $18M +161,732 +162.9%
21 CODI 2.03% 3,684,800 $24M $6.62 $9M +1,206,524 +48.7%
22 IBIT 1.57% 290,122 $19M $65.00 +290,122 NEW
23 REX 1.34% 526,552 $16M $30.62 +526,552 NEW
24 MREO 1.33% 7,790,580 $16M $2.06 -$7M -845,905 -9.8%
25 CIG 0.81% 4,600,000 $10M $2.11 $690K
26 ANEB 0.53% 2,525,252 $6M $2.50 $3M
27 CENTA 0.44% 178,712 $5M $29.53 -$10M -314,344 -63.8%
28 CHPGU 0.41% 491,641 $5M $10.07 $4M +390,748 +387.3%
29 LWACU 0.40% 486,900 $5M $9.95 +486,900 NEW
30 IBAC 0.39% 450,000 $5M $10.52 $22K
31 AACB 0.38% 450,000 $5M $10.18 +450,000 NEW
32 GSRFU 0.38% 450,000 $5M $10.14 +450,000 NEW
33 IPODU 0.38% 450,000 $5M $10.11 $2M +192,556 +74.8%
34 COPL 0.38% 450,000 $5M $10.11 $18K
35 SZZLU 0.38% 450,000 $5M $10.08 $4M +363,027 +417.4%
36 CGCT 0.38% 450,000 $5M $10.05 $11K
37 TVAIR 0.38% 450,000 $5M $10.04 +450,000 NEW
38 QSEAU 0.34% 408,154 $4M $10.13 $35K
39 FGMC 0.33% 392,000 $4M $9.99 $44K
40 FIGXU 0.28% 335,237 $3M $9.99 +335,237 NEW
41 ORIQ 0.25% 295,911 $3M $10.05 +295,911 NEW
42 LCCC 0.25% 294,882 $3M $10.08 $1M +128,582 +77.3%
43 JACS 0.24% 280,470 $3M $10.38 +280,470 NEW
44 WTG 0.24% 288,800 $3M $10.06 +288,800 NEW
45 BSAA 0.23% 270,848 $3M $10.05 +270,848 NEW
46 WNEB 0.23% 225,380 $3M $12.01 $816K +20,489 +10.0%
47 PDLB 0.22% 179,698 $3M $14.70 $381K +16,336 +10.0%
48 SRBK 0.22% 173,310 $3M $15.09 $390K +8,492 +5.2%
49 CPBI 0.22% 159,854 $3M $16.30 $226K +2,458 +1.6%
50 ETHA 0.17% 66,009 $2M $31.51 +66,009 NEW
51 NECB 0.17% 99,954 $2M $20.57 -$56K +9,087 +10.0%
52 NBBK 0.17% 114,117 $2M $17.65 $161K +10,374 +10.0%
53 EMISU 0.17% 200,000 $2M $9.99 +200,000 NEW
54 FDSB 0.16% 142,330 $2M $13.83 $247K +2,925 +2.1%
55 LSBK 0.16% 147,648 $2M $13.00 +147,648 NEW
56 ANTM 0.16% 5,918 $2M $323.12 +5,918 NEW
57 WSBK 0.15% 186,949 $2M $9.55 $272K +17,851 +10.6%
58 LLY 0.15% 2,335 $2M $763.00 +2,335 NEW
59 BLFY 0.15% 194,201 $2M $9.09 $4K +10,138 +5.5%
60 MPB 0.15% 61,479 $2M $28.64 $328K +10,670 +21.0%
61 FBLA 0.14% 142,566 $2M $12.02 $388K +24,743 +21.0%
62 CHW 0.14% 226,522 $2M $7.54 -$7M -1,005,316 -81.6%
63 SBXD-UN 0.14% 156,622 $2M $10.47 +156,622 NEW
64 CNC 0.13% 42,936 $2M $35.68 +42,936 NEW
65 BLUW 0.12% 148,325 $1M $9.97 +148,325 NEW
66 LRMR 0.12% 442,236 $1M $3.23 -$798K -327,997 -42.6%
67 LNW 0.11% 15,483 $1M $83.94 +15,483 NEW
68 BRBR 0.11% 35,020 $1M $36.35 +35,020 NEW
69 SBH 0.10% 77,006 $1M $16.28 +77,006 NEW
70 APACU 0.10% 125,000 $1M $9.97 +125,000 NEW
71 SBSW 0.10% 102,747 $1M $11.24 +102,747 NEW
72 NGD 0.10% 159,742 $1M $7.18 +159,742 NEW
73 BTG 0.09% 213,399 $1M $4.95 +213,399 NEW
74 AMAT 0.09% 5,145 $1M $204.74 +5,145 NEW
75 GTERU 0.08% 101,500 $1M $9.98 +101,500 NEW
76 NEM 0.08% 12,004 $1M $84.31 +12,004 NEW
77 OBA 0.08% 100,000 $996K $9.96 +100,000 NEW
78 HTH 0.08% 29,538 $987K $33.42 +29,538 NEW
79 SIG 0.08% 10,152 $974K $95.92 +10,152 NEW
80 SGHC 0.08% 71,932 $950K $13.20 +71,932 NEW
81 REZI 0.08% 21,921 $947K $43.18 +21,921 NEW
82 ORCL 0.08% 3,352 $943K $281.24 +3,352 NEW
83 SONO 0.08% 59,146 $935K $15.80 $295K
84 ABBV 0.08% 4,027 $932K $231.54 +4,027 NEW
85 EXE 0.08% 8,749 $929K $106.24 $198K +2,494 +39.9%
86 IGT 0.08% 53,763 $927K $17.25 +53,763 NEW
87 SOFI 0.08% 35,013 $925K $26.42 +35,013 NEW
88 ADSK 0.08% 2,903 $922K $317.67 +2,903 NEW
89 VNO 0.08% 22,366 $906K $40.53 +22,366 NEW
90 AXP 0.08% 2,725 $905K $332.16 +2,725 NEW
91 WFC 0.08% 10,794 $905K $83.82 +10,794 NEW
92 GD 0.08% 2,653 $905K $341.00 +2,653 NEW
93 RY 0.07% 6,100 $899K $147.32 +6,100 NEW
94 WB 0.07% 72,057 $894K $12.40 +72,057 NEW
95 COLM 0.07% 16,988 $888K $52.30 +16,988 NEW
96 ABC 0.07% 2,842 $888K $312.53 +2,842 NEW
97 ASTE 0.07% 18,435 $887K $48.13 +18,435 NEW
98 ADI 0.07% 3,593 $883K $245.70 +3,593 NEW
99 JNJ 0.07% 4,712 $874K $185.42 +4,712 NEW
100 RKT 0.07% 44,914 $870K $19.38 -$9M -624,844 -93.3%

New Positions

SymbolValue% Port
FLYW $39M 3.27%
PCG $39M 3.26%
BIO $36M 2.96%
WRE $34M 2.87%
BILL $31M 2.59%
IBIT $19M 1.57%
REX $16M 1.34%
LWACU $5M 0.40%
AACB $5M 0.38%
GSRFU $5M 0.38%
TVAIR $5M 0.38%
FIGXU $3M 0.28%
ORIQ $3M 0.25%
JACS $3M 0.24%
WTG $3M 0.24%

Sold Out Positions

SymbolValue% Port
ED —%
PJT —%
NTR —%
FTI —%
ENS —%
ZTR —%
PDT —%
IRM —%
BHP —%
TSN —%
CPK —%
CCL —%
CLX —%
TFIN —%
TDOC —%
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