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Mangrove Partners

SEC CIK
0001535392
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
452
−58 vs. Q4 2021
Portfolio value
$1.25B
−$100.1M (−7.4%) vs. Q4 2021
Filed
May 16, 2022
SEC
Holdings of Mangrove Partners in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AZPNASPENTECH CorpCOM214,218$35.4M2.8%00.0%UnchangedHistory
ZNGAZynga IncCL A2,803,599$25.9M2.1%+2,803,599NewHistory
VALValaris LtdCL A419,899$21.8M1.7%00.0%UnchangedHistory
JXNJackson Financial Inc.COM CL A453,967$20.1M1.6%00.0%UnchangedHistory
Shaw Communications Inc82028K200CL B CONV637,651$19.8M1.6%00.0%Unchanged–
DODiamond Offshore Drilling, Inc.COM2,598,547$18.5M1.5%+2,598,547NewHistory
BBWIBath & Body Works, Inc.COM356,904$17.1M1.4%+356,904NewHistory
CNHCNH Industrial N.V.SHS1,074,175$17.0M1.4%+358,225+50.0%AddedHistory
TVTXTravere Therapeutics, Inc.COM652,372$16.8M1.3%00.0%UnchangedHistory
CDRCedar Realty Trust, Inc.COM NEW604,507$16.7M1.3%+604,507NewHistory
CIGEnergy Co of Minas GeraisSP ADR N-V PFD5,161,585$16.6M1.3%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock330,612$16.6M1.3%+104,000+45.9%AddedHistory
CHNGChange Healthcare Inc.COM703,519$15.3M1.2%00.0%UnchangedHistory
AERAerCap Holdings N.V.SHS271,541$13.7M1.1%+80,000+41.8%AddedHistory
Pershing Square Tontine Hldg71531R109COM CL A680,100$13.5M1.1%00.0%Unchanged–
SMCISuper Micro Computer, Inc.COM344,808$13.1M1.0%00.0%UnchangedHistory
LAURLaureate Education, Inc.COMMON STOCK1,080,953$12.8M1.0%00.0%UnchangedHistory
PCGPG&E CorpStock1,048,027$12.5M1.0%00.0%UnchangedHistory
PBCTPeople's United Financial, Inc.COM600,000$12.0M1.0%+600,000NewHistory
SAFMSanderson Farms IncCOM63,891$12.0M1.0%+63,891NewHistory
FHNFirst Horizon CorpCOM501,411$11.8M0.9%+501,411NewHistory
TGNATegna IncCOM518,443$11.6M0.9%+518,443NewHistory
CERNCERNER CorpCOM123,036$11.5M0.9%+123,036NewHistory
Vonage Holdings Corp92886T201COM565,000$11.5M0.9%+565,000New–
METAMeta Platforms, Inc.Stock50,868$11.3M0.9%+32,000+169.6%AddedHistory
MGIMoneygram International IncCOM NEW1,061,458$11.2M0.9%+1,061,458NewHistory
BRSLBrightstar Lottery PLCSHS USD440,309$10.9M0.9%+235,000+114.5%AddedHistory
ONLOrion Properties Inc.REIT727,497$10.2M0.8%+382,289+110.7%AddedHistory
SAHSonic Automotive IncCL A235,027$9.99M0.8%00.0%UnchangedHistory
Sagaliam Acquisition Corp78661R205UNIT 05/31/2028990,000$9.88M0.8%00.0%Unchanged–
TPBTurning Point Brands, Inc.COM279,003$9.49M0.8%+112,366+67.4%AddedHistory
WFRDWeatherford International plcORD SHS275,458$9.17M0.7%+225,912+456.0%AddedHistory
FLRFluor CorpStock311,836$8.95M0.7%+174,862+127.7%AddedHistory
MXMagnachip Semiconductor CorpCOM500,539$8.46M0.7%−485,891−49.3%ReducedHistory
SCPLSciPlay CorpCL A649,982$8.40M0.7%+45,785+7.6%AddedHistory
GLNGGolar LNG LtdSHS336,455$8.34M0.7%+109,705+48.4%AddedHistory
BFHBread Financial Holdings, Inc.COM146,816$8.24M0.7%00.0%UnchangedHistory
HUNHuntsman CORPCOM216,377$8.12M0.6%+118,903+122.0%AddedHistory
AXSMAxsome Therapeutics, Inc.COM181,695$7.52M0.6%+181,695NewHistory
RLMDRelmada Therapeutics, Inc.COM258,094$6.97M0.6%+125,000+93.9%AddedHistory
OIO-I Glass, Inc.COM510,072$6.72M0.5%+345,941+210.8%AddedHistory
INSWInternational Seaways, Inc.COM352,198$6.35M0.5%00.0%UnchangedHistory
MBIMbia IncCOM412,558$6.35M0.5%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock2,234$6.21M0.5%00.0%UnchangedHistory
Blue Ocean Acquisition CorpG1330L113UNIT 12/02/2026600,000$5.95M0.5%00.0%Unchanged–
ATVIActivision Blizzard, Inc.COM71,564$5.73M0.5%+71,564NewHistory
Boa Acquisition Corp05601A109COM CL A500,000$4.95M0.4%00.0%Unchanged–
North Atlantic Acquisitn CorG66139109CL A SHS500,000$4.95M0.4%+373,000+293.7%Added–
ADER26 Capital Acquisition Corp.COM CL A500,000$4.94M0.4%00.0%UnchangedHistory
Haymaker Acquisition Corp II42087R108CLASS A COM500,000$4.94M0.4%+319,200+176.5%Added–
Ithax Acquisition CorpG49775102CL A SHS500,000$4.93M0.4%+239,617+92.0%Added–
ALTIAlTi Global, Inc.CL A SHS500,000$4.93M0.4%00.0%UnchangedHistory
Biotech Acquisition CompanyG1125A108CL A SHS500,000$4.93M0.4%+500,000New–
Aurora Acquisition CorpG0698L103CLASS A ORD SHS500,000$4.93M0.4%+487,300+3,837.0%Added–
Virgin Group Acquisit Corp IG9460K102SHS CL A500,000$4.93M0.4%+500,000New–
Keyarch Acquisition CorpG5260A138UNIT 01/24/2027491,905$4.93M0.4%+491,905New–
G Squared Ascend I IncG4204R109SHS CL A500,000$4.92M0.4%+500,000New–
Broadscale Acquisition Corp11134Y101COM CL A500,000$4.92M0.4%+500,000New–
Silver Crest Acquisition CorG81355102CL A SHS500,000$4.92M0.4%00.0%Unchanged–
Silver Spike Acquisitn CorpG8201H105CLASS A ORD SHS500,000$4.89M0.4%+500,000New–
MDH Acquisition Corp55283P106COM CL A500,000$4.88M0.4%00.0%Unchanged–
LanzaTech Global, Inc.00166R100CLASS A COM500,000$4.88M0.4%+300,000+150.0%Added–
Founder SpacG3661E106CLASS A ORD SHS479,489$4.82M0.4%+479,489New–
Aurora Technology AcquisitioG06984101UNIT 01/27/2027475,000$4.79M0.4%+475,000New–
CMRXChimerix IncCOM1,018,181$4.66M0.4%+1,018,181NewHistory
Crown PropTech AcquisitionsG25741102SHS CL A461,850$4.56M0.4%+354,251+329.2%Added–
Murphy Canyon Acquisition Co626642201UNIT 01/25/2027450,000$4.54M0.4%+450,000New–
TETUFTechnology & Telecommunication Acquisition CorpUNIT 01/13/2027450,000$4.54M0.4%+450,000NewHistory
Relativity Acquisition Corp75944B205UNIT 02/10/2027450,000$4.53M0.4%+450,000New–
Arogo Capital Acquisition Corp.042644203UNIT 99/99/9999450,000$4.53M0.4%+271,089+151.5%Added–
GSR II Meteora Acquisitn Cor36263W204UNIT 02/24/2027450,000$4.53M0.4%+450,000New–
Aspire-Lakewood Holdings, Inc.G7207P111UNIT 02/18/2032450,000$4.53M0.4%+450,000New–
Sound Point Acquisition CorpG8274F127UNIT 02/25/2027450,000$4.53M0.4%+450,000New–
Globalink Invt Inc37892F208UNIT 12/06/2026450,000$4.52M0.4%+50,000+12.5%Added–
Andretti Acquisition CorpG26735111UNIT 99/99/9999450,000$4.52M0.4%+450,000New–
Jaguar Global Growth Corp IG5S11A148UNIT 01/01/2027450,000$4.52M0.4%+450,000New–
Clean Earth Acquisitions Cor184493203UNIT 12/09/2026450,000$4.52M0.4%+450,000New–
VMCUFValuence Merger Corp. IUNIT 02/18/2027450,000$4.51M0.4%+450,000NewHistory
RF Acquisition Corp74954L203UNIT 05/01/2028449,971$4.51M0.4%+449,971New–
Alset Capital Acquisition Co02115M208UNIT 01/31/2027447,500$4.51M0.4%+447,500New–
Shuaa Partners Acquistn CorpG81173125UNIT 02/24/2027450,000$4.51M0.4%+450,000New–
TG Venture Acquisition Corp.87251T208UNIT 08/15/2028450,000$4.51M0.4%+50,000+12.5%Added–
FutureTech II Acquisition Corp.36119D202UNIT 12/23/2022450,000$4.51M0.4%+450,000New–
Aetherium Acquisition Corp00809J200UNIT 12/21/2026450,000$4.50M0.4%+75,000+20.0%Added–
Burtech Acquisition Corp123013203UNIT 12/10/2026450,000$4.50M0.4%+50,000+12.5%Added–
KnightSwan Acquisition Corp499103208UNIT 99/99/9999450,000$4.50M0.4%+450,000New–
DUET Acquisition Corp.26431Q205UNIT 01/18/2027450,000$4.50M0.4%+450,000New–
EVGRUEvergreen CorpUNIT 02/08/2027450,000$4.50M0.4%+450,000NewHistory
Accretion Acquisition Corp00438Y206UNIT 03/01/2028450,000$4.49M0.4%+50,000+12.5%Added–
BYNOUbyNordic Acquisition CorpUNIT 07/01/2027450,000$4.49M0.4%+450,000NewHistory
Eve Mobility Acquisition CorG3218G125UNIT 99/99/9999442,168$4.43M0.4%+42,168+10.5%Added–
WALDWaldencast plcCLASS A ORD SHS444,050$4.40M0.4%+444,050NewHistory
Consilium Acquisitn Corp I LG2365L101CLASS A ORD SHS450,000$4.39M0.4%+450,000New–
Adit Edtech Acquisition Corp007024102COMMON STOCK436,885$4.32M0.3%+436,885New–
Battery Future Acquisition CG0888J116UNIT 99/99/9999428,102$4.30M0.3%+28,102+7.0%Added–
Pearl Holdings Acquisitn CorG44525122UNIT 12/15/2026419,900$4.20M0.3%+19,900+5.0%Added–
Fintech Ecosystem Deve318136207UNIT 04/01/2026402,936$4.11M0.3%+2,936+0.7%Added–
ALSUFAlpha Star Acquisition CorpUNIT 12/13/2026402,000$4.10M0.3%+2,000+0.5%AddedHistory
Canna Global Acquisition Cor13767K200UNIT 11/30/2026406,108$4.10M0.3%+6,108+1.5%Added–
Liberty Res Acquisition Corp53118A204UNIT 10/31/2028400,600$4.10M0.3%+600+0.2%Added–

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 Q1 2022
SecurityClassPutsCalls
KSSKOHLS CorpStock–$109.3M
DJTTrump Media & Technology Group Corp.Stock$39.0M–
AXSMAxsome Therapeutics, Inc.COM–$13.6M
IMVTImmunovant, Inc.COM–$1.23M

Sold out since Q4 2021 (239)

Positions held at the end of Q4 2021 that are gone from this filing.

The largest 100 of 239 by value last quarter.

Positions of Mangrove Partners sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
XLNXXilinx IncCOM107,288$22.7M1.7%History
Coherent Inc192479103COM74,493$19.9M1.5%–
PTGXProtagonist Therapeutics, IncCOM433,137$14.8M1.1%History
ARNAArena Pharmaceuticals IncCOM NEW145,087$13.5M1.0%History
EHCEncompass Health CorpCOM199,998$13.1M1.0%History
SLCAU.S. Silica Holdings, Inc.COM1,292,982$12.2M0.9%History
FATPFat Projects Acquisition CorpCLASS A ORD SHS950,000$9.27M0.7%History
Velocity Acquisition Corp92259E104COM CL A918,801$8.94M0.7%–
Bellus Health Inc New07987C204COM NEW948,221$7.63M0.6%–
Marlin Business Services Corp571157106COM311,453$7.25M0.5%–
Starz Entertainment Corp535919500CL B NON VTG445,355$6.85M0.5%–
EXCExelon CorpStock114,239$6.60M0.5%History
RCIRogers Communications IncCL B132,903$6.33M0.5%History
WOWWideOpenWest, Inc.COM289,000$6.22M0.5%History
Healthcare Capital Corp42228C101COM CL A606,600$5.96M0.4%–
RITMRithm Capital Corp.REIT538,089$5.76M0.4%History
Artisan Acquisition CorpG0509L102CLASS A ORD SHS499,400$4.95M0.4%–
FirstMark Horizon Acquisition Corp.33765Y101CL A COM500,000$4.95M0.4%–
ASAXAstrea Acquisition Corp.COM CL A500,000$4.94M0.4%History
LGVLongview Acquisition Corp. IICOM CL A500,000$4.92M0.4%History
DPCM Cap Inc23344P101COM CL A500,000$4.91M0.4%–
VPC Impact Acquisition HldgG9460L126CLASS A ORD500,000$4.91M0.4%–
GRFSGrifols SASP ADR REP B NVT418,110$4.70M0.3%History
Spectral AI, Inc.77732R103COM CL A464,451$4.56M0.3%–
RCF Acquisition CorpG7330C128UNIT 99/99/9999406,800$4.11M0.3%–
Pepperlime Health Acqustn CoG70021129UNIT 99/99/9999400,000$4.07M0.3%–
Mount Rainier Acquisition Corp.623006202UNIT 11/27/2026400,000$4.07M0.3%–
ExcelFin Acquisition Corp.30069X201UNIT 10/25/2028400,000$4.06M0.3%–
Drilling Tools International Corp77118V207UNIT 11/30/2028400,000$4.04M0.3%–
UTA Acquisition CorpG9473A125UNIT 12/01/2026400,000$4.03M0.3%–
Jupiter Wellness Acquisition Corp.48208E207UNIT 12/06/2026400,000$4.03M0.3%–
7 Acquisition CorpG80694121UNIT 11/05/2026400,000$4.02M0.3%–
Ahren Acquisition Corp.G01322117UNIT 12/09/2026400,000$4.01M0.3%–
Enphys Acquisition Corp.G3167L125UNIT 99/99/9999400,000$3.97M0.3%–
SDCL EDGE Acquisition CorpG79471119UNIT 99/99/9999397,900$3.96M0.3%–
Borealis Foods Inc.G6859L105SHS CL A400,000$3.95M0.3%–
WRACWilliams Rowland Acquisition Corp.COM400,000$3.95M0.3%History
SEPASEP Acquisition Corp.CLASS A COM400,000$3.92M0.3%History
DHB Capital Corp23291W109CL A COM399,996$3.90M0.3%–
African Gold Acquisition CorG0112R108SHS CL A401,106$3.88M0.3%–
Financial Strategies Acquisi31772T206UNIT 03/31/2028358,000$3.71M0.3%–
Queens Gambit Growth CapitalG7315C101CL A SHS362,312$3.59M0.3%–
Northview Acquisition Corp66718N202UNIT 99/99/9999350,000$3.52M0.3%–
SEELSeelos Therapeutics, Inc.COM2,133,436$3.48M0.3%History
GSKGSK plcSPONSORED ADR76,707$3.38M0.3%History
ZDZiff Davis, Inc.COM30,436$3.37M0.2%History
New Frontier Health CorpG6461G106ORD SHS293,910$3.37M0.2%–
INTCIntel CorpStock65,282$3.36M0.2%History
HPEHewlett Packard Enterprise CoCOM211,979$3.34M0.2%History
TPTXTurning Point Therapeutics, Inc.COM69,184$3.30M0.2%History
51JOB Inc316827104SPONSORED ADS65,946$3.23M0.2%–
Sportstek Acquisition Corp849196100COM CL A300,000$2.93M0.2%–
Mason Industrial Technolgy I57520Y106COM CL A300,000$2.93M0.2%–
Oyster Enterprises Acq Corp69242M104COM CL A300,000$2.93M0.2%–
KRNLKernel Group Holdings, Inc.CL A SHS300,000$2.92M0.2%History
Itiquira Acquisition CorpG49773107CL A SHS300,000$2.92M0.2%–
ELIQElectriq Power Holdings, Inc.COM CL A300,000$2.92M0.2%History
Bite Acquisition Corp.09175K105COMMON STOCK300,000$2.92M0.2%–
SOCSable Offshore Corp.COM CL A300,000$2.92M0.2%History
Noble Rock Acquisition CorpG6546R101CL A SHS300,000$2.91M0.2%–
Evo Acquisition Corp30052G108COM CL A300,000$2.91M0.2%–
FSNBFusion Acquisition Corp. IICOM CL A300,000$2.91M0.2%History
Twelve Seas Investment Co. II90118T106COM CL A300,000$2.91M0.2%–
KIIIKismet Acquisition Three Corp.CL A SHARES300,000$2.91M0.2%History
KAIIQuadro Acquisition One Corp.CL A SHS283,500$2.76M0.2%History
Mountain & Co I Acquisitn CoG6301J120UNIT 11/04/2026270,000$2.76M0.2%–
Arctos Northstar Acquis CorpG0477L100SHS CL A281,799$2.75M0.2%–
Bannix Acquisition Corp066644105COM271,471$2.66M0.2%–
DNZD & Z Media Acquisition Corp.COM CL A270,779$2.64M0.2%History
Infinite Acquisition Corp.G48028115UNIT 99/99/9999252,198$2.54M0.2%–
Eq Health Acquisition Corp26886A101COM CL A254,900$2.48M0.2%–
WINVWinVest Acquisition Corp.COMMON STOCK249,100$2.45M0.2%History
COVA Acquisition Corp.G2554Y104CL A SHS250,000$2.44M0.2%–
Sports Ventures Acquisin CorG8372A103CL A SHS249,663$2.43M0.2%–
EACEdify Acquisition Corp.CL A246,874$2.41M0.2%History
BNAIBrand Engagement Network Inc.CLASS A ORD SHS247,899$2.41M0.2%History
TZP Strategies Acquistn CorpG91595101CL A SHS245,699$2.40M0.2%–
PCPCPeriphas Capital Partnering CorpCOM CL A94,494$2.30M0.2%History
First Reserve Sustainable GW336169107CLASS A COM224,241$2.22M0.2%–
DP Cap Acquisition Corp IG2R05B118UNIT 11/08/2026212,500$2.15M0.2%–
Blockchain Coinvstrs Acq CRPG11765123UNIT 09/01/2026210,000$2.12M0.2%–
Clarim Acquisition Corp18049C108COM CL A213,841$2.09M0.2%–
Founder SpacG3661E122UNIT 07/15/2028200,000$2.07M0.2%–
AEONAEON Biopharma, Inc.CL A211,999$2.06M0.2%History
8I Acquisition 2 CorpG2956R111UNIT 09/24/2026195,543$2.04M0.2%–
Athena Consumer Acq Corp04684M205UNIT 99/99/9999200,000$2.03M0.2%–
Direct Selling Acquisitin Co25460L202UNIT 99/99/9999200,000$2.03M0.2%–
NETC.UNabors Energy Transition Corp.UNIT 99/99/9999200,000$2.03M0.2%History
Ascendant Digital Acq Corp IG05157121UNIT 99/99/9999200,000$2.03M0.2%–
Anthemis Digital AcquisitionG03959122UNIT 10/18/2026200,000$2.03M0.1%–
Aesther Healthcare Acqstn Co00809L205UNIT 09/14/2026200,000$2.02M0.1%–
Arena Fortify Acquisition Corp.04005A203UNIT 11/10/2026200,000$2.02M0.1%–
Argus Capital Corp04026L204UNIT 08/31/2028200,000$2.02M0.1%–
GOGN.UGoGreen Investments CorpUNIT 99/99/9999200,000$2.02M0.1%History
Lionheart III Corp536262207UNIT 11/03/2026200,000$2.02M0.1%–
Integrated Wellness Acquisition CorpG4828B126UNIT 99/99/9999200,000$2.02M0.1%–
Home Plate Acquisition Corp43734R202UNIT 09/30/2026199,924$2.01M0.1%–
Focus Impact Acquisition Cor34417L208UNIT 10/28/2026200,000$2.01M0.1%–
Integrated Rail and Res Acq45827R205UNIT 99/99/9999200,000$2.01M0.1%–
GATEUMarblegate Acquisition Corp.UNIT 08/31/2028200,000$2.01M0.1%History