StockDriftsStockDriftsTop 50 Mangrove Partners Im LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INDV | INDIVIOR PHARMACEUTICALS INC | 7.22% | 2.68M | $109.8M | -2.40%(-65.70K) | $13.62(+188.00%) | 2026-06-30 | |
| VISN | VISTANCE NETWORKS INC | 6.01% | 7.16M | $91.5M | +59843.38%(+7.15M) | $15.20(-24.13%) | 2026-06-30 | |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | 4.06% | 1.21M | $61.8M | -7.91%(-103.99K) | $25.59(+99.31%) | 2026-06-30 | |
| FLYW | FLYWIRE CORPORATION | 3.44% | 2.98M | $52.4M | -1.03%(-30.92K) | $12.66(+48.62%) | 2026-06-30 | |
| TIGO | MILLICOM INTL CELLULAR S A | 3.32% | 556.5K | $50.5M | +0.00%(+0) | $64.66(+45.20%) | 2026-06-30 | |
| REX | REX AMERICAN RES CORP | 3.01% | 1.02M | $45.8M | +0.00%(+0) | $29.40(+53.48%) | 2026-06-30 | |
| KDP | KEURIG DR PEPPER INC | 2.93% | 1.36M | $44.7M | +0.00%(+0) | $27.17(+15.72%) | 2026-06-30 | |
| MRP | MILLROSE PPTYS INC | 2.73% | 1.38M | $41.5M | +0.00%(+0) | $27.30(+11.10%) | 2026-06-30 | |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 2.71% | 1.40M | $41.2M | new | $26.06(+16.55%) | 2026-06-30 | |
| PCG | PG&E CORP | 2.67% | 2.41M | $40.6M | +0.00%(+0) | $14.51(+22.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.17% | +110.55% | +23.50% | +187.32% |
| Top 20 Holdings Unweighted | +24.76% | +94.19% | +21.77% | +167.73% |
Mangrove Partners Im LLC reports $1.52B in US-listed equity holdings across 426 positions in its most recent 13F filing. Its largest disclosed positions are INDV (7.2%), VISN (6.0%) and ATMU (4.1%). The top 20 holdings account for 61.92% of reported assets. Its disclosed equity book has returned +110.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mangrove Partners Im LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1535392). View Mangrove Partners Im LLC’s 13F filings on SEC