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Asset Manager ← All Institutions

MANGROVE PARTNERS IM, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$1.0B
-12.9%
Holdings
410
+193
New Purchases
271
Added To
13
Closed
79
Reduced
23
Top 10 Concentration
49.9%
Turnover
85.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BDX 4.58% 0.00% +4.58% $48M
FIS 3.22% 0.00% +3.22% $34M
TFX 2.99% 0.00% +2.99% $31M
TEVA 6.44% 3.93% +2.51% $67M
RIO 7.63% 5.48% +2.15% $80M
REX 3.13% 1.34% +1.79% $33M
ATMU 6.52% 4.99% +1.53% $68M
ECVT 5.06% 3.99% +1.07% $53M
BSOL 0.88% 0.00% +0.88% $9M
BILL 3.41% 2.59% +0.82% $36M
FLYW 4.04% 3.27% +0.77% $42M
BIO 3.67% 2.96% +0.71% $38M
TPB 2.75% 2.15% +0.60% $29M
WRE 3.40% 2.87% +0.53% $36M
EMIS 0.48% 0.00% +0.48% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ECDAW 0.02% 12.54% -12.51% $260K
SGI 0.00% 4.04% -4.04% $0
LAUR 0.00% 3.10% -3.10% $0
PTGX 0.00% 2.64% -2.64% $0
RZLT 0.00% 2.25% -2.25% $0
CGON 0.00% 2.25% -2.25% $0
IBIT 0.00% 1.57% -1.57% $0
MREO 0.00% 1.33% -1.33% $0
ENVA 4.30% 4.76% -0.46% $45M
CENTA 0.00% 0.44% -0.44% $0
IBAC 0.00% 0.39% -0.39% $0
GSRFU 0.00% 0.38% -0.38% $0
CGCT 0.00% 0.38% -0.38% $0
CODI 1.69% 2.03% -0.34% $18M
CIG 0.50% 0.81% -0.31% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 18 $6M 0.6%
Large Cap 84 $341M 32.6%
Mid Cap 132 $332M 31.8%
Small Cap 115 $259M 24.7%
Micro Cap 61 $108M 10.3%

Portfolio Analytics

Avg Market Cap
$49.1B
Median Market Cap
$2.9B
Avg P/E
31.7
Median P/E
21.2
Avg Dividend Yield
0.03%
Avg Beta
1.02
# Stocks
406
# ETFs / Funds
4

Top Holdings (410 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RIO 7.63% 998,661 $80M $80.03 $14M
2 ATMU 6.52% 1,315,227 $68M $51.91 $8M -15,326 -1.1%
3 TEVA 6.44% 2,158,950 $67M $31.21 $20M -179,287 -7.7%
4 ECVT 5.06% 5,447,873 $53M $9.73 $5M -26,184 -0.5%
5 BDX 4.58% 247,317 $48M $194.07 +247,317 NEW
6 ENVA 4.30% 286,543 $45M $157.20 -$12M -210,424 -42.3%
7 FLYW 4.04% 2,984,076 $42M $14.16 $3M +82,383 +2.8%
8 MRP 3.94% 1,380,992 $41M $29.87 -$7M -60,916 -4.2%
9 PCG 3.70% 2,413,615 $39M $16.07 -$374K -183,280 -7.1%
10 BIO 3.67% 126,853 $38M $302.99 $3M
11 BILL 3.41% 655,369 $36M $54.54 $5M +67,355 +11.4%
12 WRE 3.40% 2,045,358 $36M $17.40 $1M
13 FIS 3.22% 507,387 $34M $66.46 +507,387 NEW
14 REX 3.13% 1,015,234 $33M $32.32 $17M +488,682 +92.8%
15 OTEX 3.09% 993,199 $32M $32.57 -$7M -58,962 -5.6%
16 TFX 2.99% 256,726 $31M $122.04 +256,726 NEW
17 NWSA 2.97% 1,191,858 $31M $26.12 -$5M
18 TPB 2.75% 265,205 $29M $108.40 $3M +4,214 +1.6%
19 CODI 1.69% 3,684,800 $18M $4.80 -$7M
20 BSOL 0.88% 562,955 $9M $16.40 +562,955 NEW
21 CIG 0.50% 2,625,000 $5M $2.00 -$4M -1,975,000 -42.9%
22 CHPGU 0.48% 491,641 $5M $10.19 $59K
23 EMIS 0.48% 500,000 $5M $9.95 +500,000 NEW
24 LWACU 0.47% 486,900 $5M $10.03 $39K
25 AACB 0.44% 449,998 $5M $10.30 $54K -2
26 COPL 0.44% 450,000 $5M $10.27 $72K
27 IPODU 0.44% 450,000 $5M $10.22 $50K
28 SZZLU 0.44% 450,000 $5M $10.16 $36K
29 TVAIR 0.43% 450,000 $5M $10.12 $36K
30 HAVAU 0.43% 450,000 $5M $10.09 +450,000 NEW
31 QSEAU 0.40% 408,154 $4M $10.23 $41K
32 FGMC 0.38% 392,000 $4M $10.04 $19K
33 FIGXU 0.32% 335,237 $3M $10.06 $23K
34 PDLB 0.30% 191,343 $3M $16.35 $487K +11,645 +6.5%
35 LCCC 0.29% 294,882 $3M $10.19 $32K
36 ORIQ 0.29% 295,911 $3M $10.12 $21K
37 WTG 0.28% 288,800 $3M $10.19 $38K
38 JACS 0.28% 280,470 $3M $10.42 $11K
39 WNEB 0.27% 219,927 $3M $12.62 $69K -5,453 -2.4%
40 SRBK 0.26% 170,402 $3M $15.74 $67K -2,908 -1.7%
41 CPBI 0.26% 158,097 $3M $16.92 $69K -1,757 -1.1%
42 YCY-UN 0.25% 267,147 $3M $9.96 +267,147 NEW
43 ANEB 0.24% 2,525,252 $3M $1.01 -$4M
44 SSEAU 0.24% 250,000 $3M $10.01 +250,000 NEW
45 BLFY 0.24% 198,659 $2M $12.43 $704K +4,458 +2.3%
46 NECB 0.22% 101,303 $2M $22.61 $234K +1,349 +1.4%
47 APACU 0.22% 225,000 $2M $10.04 $1M +100,000 +80.0%
48 LSBK 0.21% 150,585 $2M $14.66 $288K +2,937 +2.0%
49 NBBK 0.21% 111,356 $2M $19.82 $193K -2,761 -2.4%
50 LATA 0.21% 221,478 $2M $9.96 +221,478 NEW
51 FDSB 0.20% 141,766 $2M $15.00 $158K -564 -0.4%
52 BLUW 0.19% 189,260 $2M $10.32 $474K +40,935 +27.6%
53 WSBK 0.19% 186,201 $2M $10.45 $160K -748 -0.4%
54 FBLA 0.18% 144,020 $2M $12.85 $137K +1,454 +1.0%
55 MPB 0.17% 57,300 $2M $31.02 $17K -4,179 -6.8%
56 BSAA 0.16% 163,810 $2M $10.13 -$1M -107,038 -39.5%
57 SBXD-UN 0.16% 156,622 $2M $10.58 $17K
58 HYNE 0.13% 94,435 $1M $14.49 +94,435 NEW
59 CVNA 0.13% 3,183 $1M $422.02 +3,183 NEW
60 APP 0.12% 1,817 $1M $673.82 +1,817 NEW
61 ESTA 0.11% 15,834 $1M $72.88 +15,834 NEW
62 CAI 0.11% 42,483 $1M $26.98 +42,483 NEW
63 NTRA 0.11% 4,960 $1M $229.09 +4,960 NEW
64 ARES 0.11% 6,921 $1M $161.63 +6,921 NEW
65 IRHOU 0.11% 111,156 $1M $9.94 +111,156 NEW
66 BX 0.11% 7,164 $1M $154.14 +7,164 NEW
67 WMT 0.11% 9,887 $1M $111.41 +9,887 NEW
68 CRM 0.11% 4,158 $1M $264.91 +4,158 NEW
69 GH 0.10% 10,737 $1M $102.14 +10,737 NEW
70 CPT 0.10% 9,870 $1M $110.08 +9,870 NEW
71 VAL 0.10% 21,461 $1M $50.40 +21,461 NEW
72 TSM 0.10% 3,557 $1M $303.89 +3,557 NEW
73 MCO 0.10% 2,113 $1M $510.85 +2,113 NEW
74 V 0.10% 3,070 $1M $350.71 +3,070 NEW
75 BKNG 0.10% 201 $1M $5,355.33 +201 NEW
76 OLN 0.10% 50,359 $1M $20.83 +50,359 NEW
77 DHR 0.10% 4,580 $1M $228.92 +4,580 NEW
78 AXON 0.10% 1,828 $1M $567.93 +1,828 NEW
79 AVB 0.10% 5,702 $1M $181.31 +5,702 NEW
80 ADP 0.10% 4,003 $1M $257.23 +4,003 NEW
81 ECL 0.10% 3,918 $1M $262.52 +3,918 NEW
82 GTERU 0.10% 101,500 $1M $10.10 $12K
83 JCI 0.10% 8,535 $1M $119.75 +8,535 NEW
84 NVR 0.10% 139 $1M $7,292.77 +139 NEW
85 INTU 0.10% 1,530 $1M $662.42 +1,530 NEW
86 OBA 0.10% 100,000 $1M $10.08 $12K
87 TDG 0.10% 756 $1M $1,329.85 +756 NEW
88 0JUJ.L 0.10% 11,243 $1M $89.38 +11,243 NEW
89 ADSK 0.10% 3,384 $1M $296.01 $80K +481 +16.6%
90 BRO 0.10% 12,556 $1M $79.70 +12,556 NEW
91 MELI 0.10% 495 $997K $2,014.26 +495 NEW
92 LAMR 0.09% 7,816 $989K $126.58 +7,816 NEW
93 IBKR 0.09% 15,345 $987K $64.31 +15,345 NEW
94 PG 0.09% 6,861 $983K $143.31 +6,861 NEW
95 SYK 0.09% 2,797 $983K $351.47 +2,797 NEW
96 KMB 0.09% 9,741 $983K $100.89 +9,741 NEW
97 NRG 0.09% 6,134 $977K $159.24 +6,134 NEW
98 LPLA 0.09% 2,734 $977K $357.17 +2,734 NEW
99 ATO 0.09% 5,786 $970K $167.63 +5,786 NEW
100 BABA 0.09% 6,588 $966K $146.58 +6,588 NEW

New Positions

SymbolValue% Port
BDX $48M 4.58%
FIS $34M 3.22%
TFX $31M 2.99%
BSOL $9M 0.88%
EMIS $5M 0.48%
HAVAU $5M 0.43%
YCY-UN $3M 0.25%
SSEAU $3M 0.24%
LATA $2M 0.21%
HYNE $1M 0.13%
CVNA $1M 0.13%
APP $1M 0.12%
ESTA $1M 0.11%
CAI $1M 0.11%
NTRA $1M 0.11%

Sold Out Positions

SymbolValue% Port
ABT —%
CVX —%
AGCO —%
AXP —%
ABBV —%
CE —%
BLK —%
BTI —%
PFE —%
SBH —%
CBRE —%
CNC —%
BRBR —%
EQT —%
SCHW —%
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