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Livermore
Livermore
ZHEN

Mangrove Partners

SEC CIK
0001535392
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
510
+165 vs. Q3 2021
Portfolio value
$1.35B
+$446.0M (+49.2%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Mangrove Partners in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AZPNASPENTECH CorpCOM214,218$32.6M2.4%+214,218NewHistory
XLNXXilinx IncCOM107,288$22.7M1.7%+29,228+37.4%AddedHistory
MXMagnachip Semiconductor CorpCOM986,430$20.7M1.5%00.0%UnchangedHistory
TVTXTravere Therapeutics, Inc.COM652,372$20.3M1.5%00.0%UnchangedHistory
Coherent Inc192479103COM74,493$19.9M1.5%00.0%Unchanged–
Shaw Communications Inc82028K200CL B CONV637,651$19.4M1.4%00.0%Unchanged–
JXNJackson Financial Inc.COM CL A453,967$19.0M1.4%+72,867+19.1%AddedHistory
SMCISuper Micro Computer, Inc.COM344,808$15.2M1.1%+106,442+44.7%AddedHistory
VALValaris LtdCL A419,899$15.1M1.1%00.0%UnchangedHistory
CHNGChange Healthcare Inc.COM703,519$15.0M1.1%00.0%UnchangedHistory
PTGXProtagonist Therapeutics, IncCOM433,137$14.8M1.1%+433,137NewHistory
CNHCNH Industrial N.V.SHS715,950$13.9M1.0%+715,950NewHistory
ARNAArena Pharmaceuticals IncCOM NEW145,087$13.5M1.0%+145,087NewHistory
Pershing Square Tontine Hldg71531R109COM CL A680,100$13.4M1.0%−1,049,000−60.7%Reduced–
LAURLaureate Education, Inc.COMMON STOCK1,080,953$13.2M1.0%+771,672+249.5%AddedHistory
EHCEncompass Health CorpCOM199,998$13.1M1.0%+199,998NewHistory
DELLDell Technologies Inc.Stock226,612$12.7M0.9%+114,885+102.8%AddedHistory
PCGPG&E CorpStock1,048,027$12.7M0.9%+416,864+66.0%AddedHistory
CIGEnergy Co of Minas GeraisSP ADR N-V PFD5,161,585$12.5M0.9%+250,000+5.1%AddedHistory
AERAerCap Holdings N.V.SHS191,541$12.5M0.9%+151,416+377.4%AddedHistory
SLCAU.S. Silica Holdings, Inc.COM1,292,982$12.2M0.9%+1,292,982NewHistory
SAHSonic Automotive IncCL A235,027$11.6M0.9%+235,027NewHistory
Sagaliam Acquisition Corp78661R205UNIT 05/31/2028990,000$9.93M0.7%+990,000New–
BFHBread Financial Holdings, Inc.COM146,816$9.77M0.7%+123,928+541.5%AddedHistory
FATPFat Projects Acquisition CorpCLASS A ORD SHS950,000$9.27M0.7%+950,000NewHistory
Velocity Acquisition Corp92259E104COM CL A918,801$8.94M0.7%+418,801+83.8%Added–
SCPLSciPlay CorpCL A604,197$8.33M0.6%+604,197NewHistory
Bellus Health Inc New07987C204COM NEW948,221$7.63M0.6%+948,221New–
Marlin Business Services Corp571157106COM311,453$7.25M0.5%00.0%Unchanged–
Starz Entertainment Corp535919500CL B NON VTG445,355$6.85M0.5%+445,355New–
EXCExelon CorpStock114,239$6.60M0.5%+114,239NewHistory
MBIMbia IncCOM412,558$6.51M0.5%+412,558NewHistory
GOOGLAlphabet Inc.Stock2,234$6.47M0.5%+1,162+108.4%AddedHistory
ONLOrion Properties Inc.REIT345,208$6.45M0.5%+345,208NewHistory
METAMeta Platforms, Inc.Stock18,868$6.35M0.5%+18,868NewHistory
RCIRogers Communications IncCL B132,903$6.33M0.5%+17,500+15.2%AddedHistory
TPBTurning Point Brands, Inc.COM166,637$6.30M0.5%+166,637NewHistory
WOWWideOpenWest, Inc.COM289,000$6.22M0.5%+289,000NewHistory
Blue Ocean Acquisition CorpG1330L113UNIT 12/02/2026600,000$5.99M0.4%+600,000New–
Healthcare Capital Corp42228C101COM CL A606,600$5.96M0.4%+106,600+21.3%Added–
BRSLBrightstar Lottery PLCSHS USD205,309$5.93M0.4%+205,309NewHistory
IMVTImmunovant, Inc.COM688,000$5.86M0.4%+188,000+37.6%AddedHistory
RITMRithm Capital Corp.REIT538,089$5.76M0.4%00.0%UnchangedHistory
INSWInternational Seaways, Inc.COM352,198$5.17M0.4%+240,603+215.6%AddedHistory
Artisan Acquisition CorpG0509L102CLASS A ORD SHS499,400$4.95M0.4%+499,400New–
FirstMark Horizon Acquisition Corp.33765Y101CL A COM500,000$4.95M0.4%+500,000New–
ASAXAstrea Acquisition Corp.COM CL A500,000$4.94M0.4%+2,411+0.5%AddedHistory
ALTIAlTi Global, Inc.CL A SHS500,000$4.94M0.4%00.0%UnchangedHistory
Tuatara Capital Acquisitn CoG9118J101CL A SHS500,000$4.93M0.4%+275,802+123.0%Added–
ADER26 Capital Acquisition Corp.COM CL A500,000$4.92M0.4%+351,425+236.5%AddedHistory
LGVLongview Acquisition Corp. IICOM CL A500,000$4.92M0.4%+500,000NewHistory
Boa Acquisition Corp05601A109COM CL A500,000$4.92M0.4%+200,000+66.7%Added–
DPCM Cap Inc23344P101COM CL A500,000$4.91M0.4%00.0%Unchanged–
VPC Impact Acquisition HldgG9460L126CLASS A ORD500,000$4.91M0.4%00.0%Unchanged–
Silver Crest Acquisition CorG81355102CL A SHS500,000$4.91M0.4%00.0%Unchanged–
MDH Acquisition Corp55283P106COM CL A500,000$4.90M0.4%00.0%Unchanged–
GRFSGrifols SASP ADR REP B NVT418,110$4.70M0.3%00.0%UnchangedHistory
Spectral AI, Inc.77732R103COM CL A464,451$4.56M0.3%+164,451+54.8%Added–
Industrial Human Capital, Inc.45617P203UNIT 99/99/9999400,000$4.17M0.3%+400,000New–
Gigcapital 5 Inc37519U208UNIT 99/99/9999400,000$4.15M0.3%00.0%Unchanged–
Globalink Invt Inc37892F208UNIT 12/06/2026400,000$4.12M0.3%+400,000New–
Liberty Res Acquisition Corp53118A204UNIT 10/31/2028400,000$4.11M0.3%+400,000New–
RCF Acquisition CorpG7330C128UNIT 99/99/9999406,800$4.11M0.3%+406,800New–
Accretion Acquisition Corp00438Y206UNIT 03/01/2028400,000$4.10M0.3%+400,000New–
TG Venture Acquisition Corp.87251T208UNIT 08/15/2028400,000$4.10M0.3%+400,000New–
ALSUFAlpha Star Acquisition CorpUNIT 12/13/2026400,000$4.10M0.3%+400,000NewHistory
Green Visor Fin Tec Acq CorpG4166K118UNIT 11/08/2026400,000$4.09M0.3%+400,000New–
Fintech Ecosystem Deve318136207UNIT 04/01/2026400,000$4.08M0.3%+400,000New–
Pepperlime Health Acqustn CoG70021129UNIT 99/99/9999400,000$4.07M0.3%+400,000New–
Mount Rainier Acquisition Corp.623006202UNIT 11/27/2026400,000$4.07M0.3%+400,000New–
Avalon Acquisition Inc05338E200UNIT 12/31/2026400,000$4.06M0.3%+400,000New–
Beard Energy Transition Acq07402Q200UNIT 99/99/9999400,000$4.06M0.3%+400,000New–
Black Mountain Acq Corp09216A207UNIT 99/99/9999400,000$4.06M0.3%+400,000New–
ExcelFin Acquisition Corp.30069X201UNIT 10/25/2028400,000$4.06M0.3%+400,000New–
Energem CorpG30449113UNIT 11/15/2026400,000$4.06M0.3%+400,000New–
Rigel Resource Acq CorpG7573M122UNIT 99/99/9999400,000$4.06M0.3%+400,000New–
Ault Disruptive Techs Corp05150A203UNIT 99/99/9999400,000$4.05M0.3%+400,000New–
Canna Global Acquisition Cor13767K200UNIT 11/30/2026400,000$4.05M0.3%+400,000New–
Finnovate Acquisition Corp.G3R34K129UNIT 09/23/2026400,000$4.05M0.3%+400,000New–
Drilling Tools International Corp77118V207UNIT 11/30/2028400,000$4.04M0.3%+400,000New–
Iconic Sports Acquisition Corp.G4712C123UNIT 99/99/9999400,000$4.04M0.3%+400,000New–
ShoulderUP Technology Acquisition Corp.82537G203UNIT 99/99/9999400,000$4.04M0.3%+400,000New–
Alsp Orchid Acquisition CorpG0231L115UNIT 11/30/2028400,000$4.04M0.3%+400,000New–
Global Technolgy Acqstn CorpG3934N123UNIT 10/19/2026400,000$4.04M0.3%+400,000New–
Investcorp Europe AcquisitioG4923T121UNIT 12/15/2026400,000$4.03M0.3%+400,000New–
UTA Acquisition CorpG9473A125UNIT 12/01/2026400,000$4.03M0.3%+400,000New–
Lava Medtech Acquisition Cor519345201UNIT 10/21/2026400,000$4.03M0.3%+400,000New–
Jupiter Wellness Acquisition Corp.48208E207UNIT 12/06/2026400,000$4.03M0.3%+400,000New–
CMCUFPiermont Valley Acquisition CorpUNIT 01/01/2026400,000$4.03M0.3%+400,000NewHistory
Vahanna Tech Edge Acqstn I CG9320Z125UNIT 11/22/2026400,000$4.03M0.3%+400,000New–
Tlgy Acquisition CorpG8656T117UNIT 99/99/9999400,000$4.02M0.3%+400,000New–
Everest Consolidator Acq Cor29978K201UNIT 99/99/9999400,000$4.02M0.3%+400,000New–
bleuacacia ltdG11728121UNIT 10/30/2026400,000$4.02M0.3%+400,000New–
7 Acquisition CorpG80694121UNIT 11/05/2026400,000$4.02M0.3%+400,000New–
LAMF Global Ventures Corp. IG5338L116UNIT 11/05/2026400,000$4.02M0.3%+400,000New–
Crescera Cap Acquisition CorG26507122UNIT 11/18/2026400,000$4.01M0.3%+400,000New–
Ahren Acquisition Corp.G01322117UNIT 12/09/2026400,000$4.01M0.3%+400,000New–
Burtech Acquisition Corp123013203UNIT 12/10/2026400,000$4.00M0.3%+400,000New–
Proof Acquisition Corp I74349W203UNIT 99/99/9999400,000$4.00M0.3%+400,000New–
Eve Mobility Acquisition CorG3218G125UNIT 99/99/9999400,000$4.00M0.3%+400,000New–

Options (4)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Mangrove Partners in Q4 2021
SecurityClassPutsCalls
DJTTrump Media & Technology Group Corp.Stock$16.2M–
AXSMAxsome Therapeutics, Inc.COM–$15.1M
IMVTImmunovant, Inc.COM–$4.86M
QNCXQuince Therapeutics, Inc.COM–$139.0K

Sold out since Q3 2021 (148)

Positions held at the end of Q3 2021 that are gone from this filing.

The largest 100 of 148 by value last quarter.

Positions of Mangrove Partners sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
KDMNKadmon Holdings, Inc.COM2,383,543$20.8M2.3%History
BIIBBiogen Inc.COM45,872$13.0M1.4%History
INFOIHS Markit Ltd.SHS89,455$10.4M1.2%History
BHP Group Ltd05545E209SPONSORED ADR163,983$8.31M0.9%–
Healthcare Services Acqu Cor42227K104COM CL A802,640$7.83M0.9%–
AAMIAcadian Asset Management Inc.COM246,008$6.43M0.7%History
CNNECannae Holdings, Inc.COM203,670$6.34M0.7%History
XONEExOne CoCOM234,257$5.48M0.6%History
Trillium Therapeutics Inc.89620X506COM NEW310,000$5.44M0.6%–
FLOWSPX FLOW, Inc.COM69,455$5.08M0.6%History
CF Acquisition Corp V12520R106CL A500,000$4.95M0.5%–
Pathfinder Acquisition CorpG04119106CL A500,000$4.94M0.5%–
ADTHAdTheorent Holding Company, Inc.COM CL A500,000$4.93M0.5%History
GIGCAPITAL4 Inc37518G101COM500,000$4.93M0.5%–
Aequi Acquisition Corp00775W102COM CL A503,062$4.91M0.5%–
Oceantech Acquisitions I Cor675507206UNIT 05/12/2026475,000$4.87M0.5%–
FOEFerro CorpCOM230,568$4.69M0.5%History
Ecp Environmental GW Opt Cor26829T100COM CL A457,300$4.52M0.5%–
Clover Leaf Capital Corp.18915E204UNIT 99/99/9999400,000$4.14M0.5%–
IMAQUInternational Media Acquisition Corp.UNIT 07/21/2026400,000$4.12M0.5%History
Chardan Nextech Acquisition Corp.159561208UNIT 07/29/2026400,000$4.10M0.5%–
Oxus Acquisition CorpG6859L113UNIT 99/99/9999400,000$4.07M0.4%–
WinVest Acquisition Corp.97655B208UNIT 08/09/2026400,000$4.07M0.4%–
CHW Acquisition CorporationG2254A117UNIT 03/01/2028400,000$4.07M0.4%–
Williams Rowland Acquisition Corp.96951B201UNIT 99/99/9999400,000$4.06M0.4%–
Mercury Ecom Acquisition Cor589381201UNIT 07/27/2026400,000$4.02M0.4%–
Galata Acquisition CorpG3R23A124UNIT 99/99/9999400,000$4.00M0.4%–
P3 Health Partners Inc.34552Y106CL A400,000$3.94M0.4%–
Adit Edtech Acquisition Corp007024102COMMON STOCK402,288$3.92M0.4%–
Cano Health, Inc.13781Y111*W EXP 06/03/202308,663$3.91M0.4%–
NRGVEnergy Vault Holdings, Inc.COM CL A385,800$3.82M0.4%History
G Squared Ascend I IncG4204R109SHS CL A383,016$3.78M0.4%–
OCAOmnichannel Acquisition Corp.COM CL A343,945$3.40M0.4%History
VRSBillerud Americas CorpCL A163,374$3.39M0.4%History
Poema Global Holdings CorpG7154B107CL A SHS320,374$3.16M0.3%–
Oxbridge Acquisition CorpG6855L125UNIT 07/30/2026306,294$3.14M0.3%–
Altimar Acquisition Corp IIG03709105SHS CL A317,915$3.13M0.3%–
PHP Ventures Acquisition Cor69291C205UNIT 01/01/2023299,148$3.06M0.3%–
Progress Acquisition Corp.74327P105COM CL A299,900$2.94M0.3%–
Biotech Acquisition CompanyG1125A108CL A SHS300,000$2.92M0.3%–
Pontem CorporationG71707106SHS CL A299,997$2.91M0.3%–
NSITInsight Enterprises IncCOM31,832$2.87M0.3%History
Matterport, Inc.577096118EQUITY WRT148,510$2.81M0.3%–
Bannix Acquisition Corp066644204UNIT 07/31/2026271,471$2.80M0.3%–
Stardust Power Inc.G3934P102CL A SHS286,700$2.78M0.3%–
G3 VRM Acquisition Corp.362425209UNIT 06/29/2026265,800$2.71M0.3%–
FTAAFTAC Athena Acquisition Corp.CL A SHS272,506$2.69M0.3%History
TBCPThunder Bridge Capital Partners III Inc.COM CL A259,980$2.54M0.3%History
KBRKBR, Inc.COM63,827$2.52M0.3%History
Verde Clean Fuels, Inc.15130M201UNIT 02/04/2026250,000$2.51M0.3%–
Marlin Technology Corp.G58411102CL A SHS246,651$2.41M0.3%–
Soliton, Inc.834251100COM115,241$2.35M0.3%–
Supernova Partn Acq Co III LG8T90F102SHS CL A236,355$2.31M0.3%–
Alliance Entertainment Holding Corp00653H102COM CL A234,685$2.30M0.3%–
Hennessy Capital Invs Corp V42589T107COM CL A218,483$2.16M0.2%–
Nova Vision Acquisition CorpG6759A126UNIT 07/20/2026202,477$2.07M0.2%–
Alpine Acquisition Corporati02083L208UNIT 05/01/2026200,000$2.04M0.2%–
Pono Capital Corp732450200UNIT 09/30/2028200,000$2.04M0.2%–
Global System Dynamics, Inc.37653T207UNIT 04/01/2024200,000$2.03M0.2%–
Trump Media & Technology Group Corp.25400Q204UNIT 06/30/2028200,000$2.03M0.2%–
Agrico Acquisition CorpG41089122UNIT 99/99/9999200,000$2.03M0.2%–
Avista Pub Acquisition CorpG07247110UNIT 04/06/2026200,000$2.02M0.2%–
Software Acquisitn Grp Inc I83407J202UNIT 03/01/2028200,000$2.02M0.2%–
Stonebridge Acquisition CorpG85094111UNIT 04/11/2026200,000$2.02M0.2%–
Lakeshore Acquisition I Corp.G53521129UNIT 06/04/2026200,000$2.01M0.2%–
Tigo Energy, Inc.77867P203UNIT 07/01/2026200,000$2.01M0.2%–
World Quantum Growth AcquisiG5596W119UNIT 99/99/9999200,000$2.01M0.2%–
Springwater SPL Situations C85205U206UNIT 12/01/2027200,000$2.00M0.2%–
Macondray Cap Acquisitn CorpG5853A123UNIT 05/31/2028200,000$2.00M0.2%–
Parabellum Acquisition Corp.69901P208UNIT 99/99/9999200,000$1.99M0.2%–
Shelter Acquisition Corp I822821203UNIT 02/25/2026200,000$1.99M0.2%–
Belong Acquisition Corp.08069M201UNIT 03/23/2026200,000$1.99M0.2%–
Insight Acquisition Corp45784L209UNIT 99/99/9999200,000$1.99M0.2%–
Banner Acquisition Corp.06654K200UNIT 09/07/2026200,000$1.99M0.2%–
First LT Acquisition Group I320703200UNIT 99/99/9999200,000$1.99M0.2%–
Healthwell Acquisition Corp42227R208UNIT 08/05/2028200,000$1.99M0.2%–
SILVERspac Inc.G8136V120UNIT 09/09/2026200,000$1.99M0.2%–
Amci Acquisition Corp II00166R209UNIT 03/24/2026200,000$1.98M0.2%–
Riverview Acquisition Corp.769395203UNIT 07/29/2026200,000$1.98M0.2%–
Black Spade Acquisition CoG11537126UNIT 99/99/9999200,000$1.98M0.2%–
Jupiter Acquisition Corp482082203UNIT 09/11/2027200,000$1.97M0.2%–
Xpac Acquisition CorpG9831X114UNIT 07/27/2021200,000$1.97M0.2%–
APMIUAxonPrime Infrastructure Acquisition CorpUNIT 05/31/2028197,900$1.96M0.2%History
Golden Falcon Acquisition Co38102H109CL A200,000$1.95M0.2%–
New Vista Acquisition CorpG6529L105CL A SHS199,926$1.95M0.2%–
Bright Lights Acquisition Co10920K101COM CL A200,000$1.95M0.2%–
Corazon Capital V838 MonocerG24237102CLASS A ORD SHS199,998$1.95M0.2%–
Tailwind Two Acquisition CorG86613109SHS CL A200,000$1.95M0.2%–
DISADisruptive Acquisition Corp ICLASS A ORD SHS199,998$1.94M0.2%History
Peridot Acquisition Corp. IIG7008B105SHS CL A200,000$1.94M0.2%–
TRCATwin Ridge Capital Acquisition Corp.SHS CL A199,998$1.94M0.2%History
RXR Acquisition Corp74981W107CLASS A COM198,700$1.93M0.2%–
NSTDNorthern Star Investment Corp. IVCOM CL A182,598$1.79M0.2%History
CF Acquisition Corp VI12521J103COM CL A174,098$1.69M0.2%–
Khosla Ventures Acquisition482504107CL A154,125$1.52M0.2%–
COOLCorner Growth Acquisition Corp.CL A SHS153,905$1.50M0.2%History
CSTAFConstellation Acquisition Corp ISHS CL A149,997$1.46M0.2%History
Rice Acquisition Corp IIG75529100SHS CL A135,452$1.34M0.1%–
Carney Technology Acqu Corp143636108CL A COMMON STK133,751$1.31M0.1%–
LVRALevere Holdings Corp.CLASS A ORD SHS118,250$1.15M0.1%History