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Livermore
Livermore
ZHEN

Mithaq Capital SPC

SEC CIK
0001834600
Latest filing
Jul 29, 2026

The latest 13F from Mithaq Capital SPC covers Q2 2026 (filed Jul 29, 2026): 3 long positions worth $204.0M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Nexxen International Ltd. (NEXN) at 76.7%. Livermore has 20 filings on Form 13F from this institution, going back to Q4 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
0
Added
0
Reduced
0
Sold out
1
Est. −$532.2K

Top 5 holdings

Share of this quarter's portfolio value

  1. NEXNNexxen International Ltd.
    76.7%$156.5MHistory
  2. PLCEChildrens Place, Inc.
    20.3%$41.5MHistory
  3. BURBurford Capital Ltd
    3.0%$6.13MHistory

Share of portfolio

Each position's share of portfolio value

  1. NEXN76.7%
  2. PLCE20.3%
  3. BUR3.0%

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

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

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. ULYXUrgent.ly Inc.
    −$532.2KSold outHistory

Largest weight decreases

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

  1. ULYXUrgent.ly Inc.
    −0.32 pp0.3% → 0.0%History

Metrics

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

Portfolio value
$204.0M
+$38.1M (+23.0%) vs. prior quarter
Positions
3
−1 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
7.2 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 (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $405.2M (Q1 2025)

Q4 2021: $40.3MQ1 2022: $36.3MQ2 2022: $31.1MQ3 2022: $14.2MQ4 2022: $17.8MQ1 2023: $19.7MQ2 2023: $17.5MQ3 2023: $11.1MQ4 2023: $371.0MQ1 2024: $382.7MQ2 2024: $198.6MQ3 2024: $250.8MQ4 2024: $210.5MQ1 2025: $405.2MQ2 2025: $393.4MQ3 2025: $370.2MQ4 2025: $196.3MQ1 2026: $165.9MQ2 2026: $204.0M
Q4 2021Q2 2026
13F filings of Mithaq Capital SPC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 20263$204.0MNEXNPLCEBURvs. Q1 2026SEC
Q1 2026Apr 29, 20264$165.9MNEXNPLCEBURvs. Q4 2025SEC
Q4 2025Feb 10, 20264$196.3MNEXNPLCEBURvs. Q3 2025SEC
Q3 2025Oct 29, 20254$370.2MNEXNBURPLCEvs. Q2 2025SEC
Q2 2025Jul 18, 20254$393.4MNEXNBURPLCEvs. Q1 2025SEC
Q1 2025Apr 21, 20254$405.2MNEXNBURPLCEvs. Q4 2024SEC
Q4 2024Feb 5, 20254$210.5MBURPLCENEXNvs. Q3 2024SEC
Q3 2024Nov 5, 20244$250.8MBURPLCENEXNvs. Q2 2024SEC
Q2 2024Aug 12, 20244$198.6MBURPLCENEXNvs. Q1 2024SEC
Q1 2024Apr 25, 20244$382.7MBURPLCENEXNvs. Q4 2023SEC
Q4 2023Feb 16, 2024Amended4$371.0MBURPLCEULYXvs. Q3 2023SEC
Q3 2023Oct 24, 20233$11.1MOTMONEXNKBNTvs. Q2 2023SEC
Q2 2023Aug 2, 20233$17.5MOTMONEXNKBNTvs. Q1 2023SEC
Q1 2023Apr 21, 20233$19.7MOTMONEXNKBNTvs. Q4 2022SEC
Q4 2022Feb 3, 20233$17.8MOTMONEXNKBNTvs. Q3 2022SEC
Q3 2022Oct 11, 20223$14.2MOTMONEXNKBNTvs. Q2 2022SEC
Q2 2022Oct 11, 20223$31.1MOTMONEXNKBNTvs. Q1 2022SEC
Q1 2022Oct 11, 20223$36.3MOTMONEXNKBNTvs. Q4 2021SEC
Q4 2021Oct 11, 20223$40.3MOTMONEXNKBNT–SEC

13D and 13G filings

Companies where Mithaq Capital SPC 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 Mithaq Capital SPC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
PLCEChildrens Place, Inc.13D/A61.60%13.7M shares0.00 ppfrom 61.60%Feb 16, 202411 filingsAug 14, 2026SEC
NEXNNexxen International Ltd.13D/A30.50%17.3M shares0.00 ppfrom 30.50%Jun 30, 202110 filingsDec 29, 2025SEC

Latest filings

44 filings on file made by Mithaq Capital SPC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Mithaq Capital SPC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
PLCEChildrens Place, Inc.Aug 14, 20268:17 AM ET13D/A61.60%13.7M shares0.00 ppfrom 61.60%Aug 11, 2026SEC
PLCEChildrens Place, Inc.Jul 8, 202610:04 AM ET13D/A61.60%13.7M shares+0.30 ppfrom 61.30%Jul 7, 2026SEC
ULYXUrgent.ly Inc.Jan 28, 20264:16 PM ET13G/A4.50%98.7K shares–Below 5%Nov 15, 2025SEC
NEXNNexxen International Ltd.Dec 29, 20251:16 PM ET13D/A30.50%17.3M shares0.00 ppfrom 30.50%Dec 25, 2025SEC
PLCEChildrens Place, Inc.Dec 18, 20255:54 PM ET13D/A61.30%13.6M shares−0.90 ppfrom 62.20%Dec 16, 2025SEC
NEXNNexxen International Ltd.Dec 17, 20258:34 PM ET13D/A30.50%17.3M shares+0.20 ppfrom 30.30%Dec 17, 2025SEC
NEXNNexxen International Ltd.Sep 5, 20254:33 PM ET13D/A30.30%17.5M shares+1.50 ppfrom 28.80%Aug 31, 2025SEC
NEXNNexxen International Ltd.May 2, 20251:37 PM ET13D/A28.80%17.5M shares+1.80 ppfrom 27.00%Apr 30, 2025SEC
PLCEChildrens Place, Inc.Feb 7, 20259:28 AM ET13D/A62.20%13.7M shares+7.40 ppfrom 54.80%Feb 6, 2025SEC
PLCEChildrens Place, Inc.Feb 4, 20259:22 PM ET13D/A54.80%12.1M shares–Jan 31, 2025SEC
NEXNNexxen International Ltd.Jan 30, 20258:07 AM ET13D/A27.00%34.9M shares–Jan 29, 2025SEC
NEXNNexxen International Ltd.Oct 17, 202413D/AOld format–––SEC
PLCEChildrens Place, Inc.Oct 16, 202413D/AOld format–––SEC
PLCEChildrens Place, Inc.Sep 16, 202413D/AOld format–––SEC
BURBurford Capital LtdJul 22, 202413G/AOld format–––SEC
PLCEChildrens Place, Inc.Apr 18, 202413D/AOld format–––SEC
PLCEChildrens Place, Inc.Mar 11, 202413D/AOld format–––SEC
PLCEChildrens Place, Inc.Mar 4, 202413D/AOld format–––SEC
PLCEChildrens Place, Inc.Feb 16, 202413DOld format–New–SEC
NEXNNexxen International Ltd.Feb 15, 202413D/AOld format–––SEC