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Mithaq Capital SPC 13F Portfolio

Portfolio Manager
Mithaq Capital SPC
Performance
+23.37% (2026 Q2)
AUM (13F)
$204.05M
# of Holdings
3
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Mithaq Capital SPC Holdings Map

Top 3 Mithaq Capital SPC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NEXN
Nexxen Intl Ltd
76.68%17.33M$156.5M
+0.00%(+0)
2025-Q2: 17.46M shares2025-Q3: 17.33M shares2025-Q4: 17.33M shares2026-Q1: 17.33M shares2026-Q2: 17.33M shares
$9.20(+15.68%)
2026-06-30
PLCE
Childrens Pl Inc New
20.32%13.59M$41.5M
+0.00%(+0)
2025-Q2: 13.70M shares2025-Q3: 13.59M shares2025-Q4: 13.59M shares2026-Q1: 13.59M shares2026-Q2: 13.59M shares
$13.77(-80.98%)
2026-06-30
BUR
Burford Capital Limited
3%1.49M$6.1M
+0.00%(+0)
2025-Q2: 10.54M shares2025-Q3: 10.46M shares2025-Q4: 3.21M shares2026-Q1: 1.49M shares2026-Q2: 1.49M shares
$14.80(-70.64%)
2026-06-30

About Mithaq Capital SPC’s portfolio

Mithaq Capital SPC reports $204.05M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are NEXN (76.7%), PLCE (20.3%) and BUR (3.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -52.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
NEXN — 76.7% ($156.46M)PLCE — 20.3% ($41.46M)BUR — 3.0% ($6.13M)
100%in top 3
  • NEXN76.7%
  • PLCE20.3%
  • BUR3.0%

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Source filings

Holdings on this page are parsed from Mithaq Capital SPC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1834600). View Mithaq Capital SPC’s 13F filings on SEC

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