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Livermore
Livermore
ZHEN

Mangrove Partners

SEC CIK
0001535392
Latest filing
Aug 14, 2026

The latest 13F from Mangrove Partners covers Q2 2026 (filed Aug 14, 2026): 426 long positions worth $1.52B. The top 10 holdings make up 38.1% of the portfolio, and the largest is Indivior Pharmaceuticals, Inc. (INDV) at 7.2%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
198
Est. +$269.0M
Added
42
Est. +$178.5M
Reduced
61
Est. −$117.0M
Sold out
199
Est. −$138.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. INDVIndivior Pharmaceuticals, Inc.
    7.2%$109.8MHistory
  2. VISNVistance Networks, Inc.
    6.0%$91.5MHistory
  3. ATMUAtmus Filtration Technologies Inc.
    4.1%$61.8MHistory
  4. FLYWFlywire Corp
    3.4%$52.4MHistory
  5. TIGOMillicom International Cellular SA
    3.3%$50.5MHistory

Share of portfolio

Top 5 holdings and the other 421 positions, by share of portfolio value

  1. INDV7.2%
  2. VISN6.0%
  3. ATMU4.1%
  4. FLYW3.4%
  5. TIGO3.3%
  6. Other 421 positions76.0%

Biggest buys

New and added positions, by estimated amount bought

  1. VISNVistance Networks, Inc.
    +$91.3MAddedHistory
  2. ACHCAcadia Healthcare Company, Inc.
    +$41.2MNewHistory
  3. APTVAptiv PLC
    +$35.8MAddedHistory
  4. BELFABel Fuse Inc
    +$30.1MAddedHistory
  5. iShares Russell 2000 ETF464287655
    +$27.7MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. VISNVistance Networks, Inc.
    +5.99 pp<0.1% → 6.0%History
  2. ACHCAcadia Healthcare Company, Inc.
    +2.71 pp0.0% → 2.7%History
  3. APTVAptiv PLC
    +2.33 pp0.1% → 2.5%History
  4. BELFABel Fuse Inc
    +1.98 pp<0.1% → 2.0%History
  5. iShares Russell 2000 ETF464287655
    +1.82 pp0.0% → 1.8%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. ENVAEnova International, Inc.
    −$68.7MReducedHistory
  2. ETHGrayscale Ethereum Staking Mini ETF
    −$19.8MReducedHistory
  3. TRIPTripAdvisor, Inc.
    −$10.3MSold outHistory
  4. BSOLBitwise Solana Staking ETF
    −$8.47MSold outHistory
  5. Voyager Acquisition CorpG93A7H104
    −$5.40MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ETHGrayscale Ethereum Staking Mini ETF
    −3.52 pp5.7% → 2.2%History
  2. ENVAEnova International, Inc.
    −3.14 pp3.2% → <0.1%History
  3. ATMUAtmus Filtration Technologies Inc.
    −2.00 pp6.1% → 4.1%History
  4. TRIPTripAdvisor, Inc.
    −0.84 pp0.8% → 0.0%History
  5. BSOLBitwise Solana Staking ETF
    −0.69 pp0.7% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.52B
+$288.8M (+23.4%) vs. prior quarter
Positions
426
−1 vs. prior quarter
Top 10 concentration
38.1%
Top 10 as share of value
Turnover
18.5%
Q2 2026, one quarter
Average holding period
3.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.52B (Q2 2026)

Q1 2021: $925.9MQ2 2021: $911.5MQ3 2021: $905.9MQ4 2021: $1.35BQ1 2022: $1.25BQ2 2022: $1.31BQ3 2022: $1.05BQ4 2022: $1.04BQ1 2023: $984.8MQ2 2023: $995.3MQ3 2023: $975.2MQ4 2023: $1.16BQ1 2024: $1.16BQ2 2024: $1.11BQ3 2024: $1.04BQ4 2024: $837.9MQ1 2025: $886.6MQ2 2025: $931.1MQ3 2025: $1.20BQ4 2025: $1.23BQ1 2026: $1.23BQ2 2026: $1.52B
Q1 2021Q2 2026
13F filings of Mangrove Partners by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026426$1.52BINDVVISNATMUvs. Q1 2026SEC
Q1 2026May 15, 2026427$1.23BINDVATMUETHvs. Q4 2025SEC
Q4 2025Feb 17, 2026371$1.23BINDVRIOATMUvs. Q3 2025SEC
Q3 2025Nov 14, 2025178$1.20BINDVRIOATMUvs. Q2 2025SEC
Q2 2025Aug 14, 2025154$931.1MRIOWDCENVAvs. Q1 2025SEC
Q1 2025May 15, 2025156$886.6MRIOLBRDKLLYVKvs. Q4 2024SEC
Q4 2024Feb 14, 2025154$837.9MLLYVKATMUTEVAvs. Q3 2024SEC
Q3 2024Nov 14, 2024161$1.04BATMUMBCLBRDKvs. Q2 2024SEC
Q2 2024Aug 14, 2024142$1.11BJXNAERTEVAvs. Q1 2024SEC
Q1 2024May 15, 2024162$1.16BMBCAERACIvs. Q4 2023SEC
Q4 2023Feb 14, 2024176$1.16BiShares Core S&P Small Cap ETFMRTXWFRDvs. Q3 2023SEC
Q3 2023Nov 14, 2023167$975.2MWFRDBRSLAERvs. Q2 2023SEC
Q2 2023Aug 14, 2023217$995.3MWFRDBRSLAERvs. Q1 2023SEC
Q1 2023May 15, 2023246$984.8MVMWWFRDSMCIvs. Q4 2022SEC
Q4 2022Feb 14, 2023348$1.04BShaw Communications IncVMWWFRDvs. Q3 2022SEC
Q3 2022Nov 14, 2022373$1.05BSIMOPCGShaw Communications Incvs. Q2 2022SEC
Q2 2022Aug 15, 2022520$1.31BShaw Communications IncFLYYPCGvs. Q1 2022SEC
Q1 2022May 16, 2022452$1.25BAZPNZNGAVALvs. Q4 2021SEC
Q4 2021Feb 14, 2022510$1.35BAZPNXLNXMXvs. Q3 2021SEC
Q3 2021Nov 15, 2021345$905.9MPershing Square Tontine HldgKDMNCoherent Incvs. Q2 2021SEC
Q2 2021Aug 16, 2021Amended321$911.5MPershing Square Tontine HldgMacquarie Infrastructure CorMXvs. Q1 2021SEC
Q1 2021May 17, 2021307$925.9MTesla, Inc.Pershing Square Tontine HldgALXN–SEC

13D and 13G filings

Companies where Mangrove Partners reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Mangrove Partners owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
CTAAClearthink 1 Acquisition Corp.13G8.43%1.05M sharesNewJul 20, 20261 filingJul 20, 2026SEC
ANEBAnebulo Pharmaceuticals, Inc.13G6.15%2.53M sharesNewMar 17, 20251 filingMar 17, 2025SEC

Latest filings

36 filings on file made by Mangrove Partners or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Mangrove Partners
CompanyFiled (ET)FormStakeChangeEvent dateFiling
CTAAClearthink 1 Acquisition Corp.Jul 20, 20262:52 PM ET13G8.43%1.05M sharesNewJun 30, 2026SEC
CHPGChampionsGate Acquisition CorpJul 20, 20262:52 PM ET13G/A2.78%239.9K shares−2.93 ppfrom 5.71%Below 5%Jun 30, 2026SEC
MREOMereo BioPharma Group plcNov 14, 20259:16 AM ET13G/A4.90%39.0M shares–Below 5%Sep 30, 2025SEC
CHPGChampionsGate Acquisition CorpNov 14, 20259:15 AM ET13G5.71%491.6K sharesNewSep 30, 2025SEC
ANEBAnebulo Pharmaceuticals, Inc.Mar 17, 20254:51 PM ET13G6.15%2.53M sharesNewDec 31, 2024SEC
AOGOArogo Capital Acquisition Corp.Jan 8, 20256:44 PM ET13G/A4.49%217.5K shares–Below 5%Dec 31, 2024SEC
Direct Selling Acquisition Corp.Oct 25, 202413G/AOld format–––SEC
PRLHPearl Holdings Acquisition CorpMay 9, 202413G/AOld format–––SEC
RNACCartesian Therapeutics, Inc.Feb 14, 202413G/AOld format–––SEC
SCPLSciPlay CorpFeb 14, 202413G/AOld format–––SEC
MREOMereo BioPharma Group plcFeb 14, 202413GOld format–New–SEC
CNTMConnectM Technology Solutions, Inc.Feb 14, 202413G/AOld format–––SEC
ECDAECD Automotive Design, Inc.Feb 14, 202413G/AOld format–––SEC
Direct Selling Acquisition Corp.Feb 14, 202413GOld format–New–SEC
PRLHPearl Holdings Acquisition CorpJan 10, 202413GOld format–New–SEC
AOGOArogo Capital Acquisition Corp.Jan 10, 202413GOld format–New–SEC
SCPLSciPlay CorpOct 6, 202313GOld format–New–SEC
RNACCartesian Therapeutics, Inc.Feb 14, 202313G/AOld format–––SEC
Sagaliam Acquisition CorpFeb 14, 202313G/AOld format–––SEC
CNTMConnectM Technology Solutions, Inc.Feb 14, 202313GOld format–––SEC