Mangrove Partners Im, LLC 13F 持仓 · 2026年Q2
Mangrove Partners Im 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 426 只证券，申报市值合计 15.22 亿美元。前几大持仓：INDV（7.22%）、VISN（6.01%）、ATMU（4.06%）。本季前 25 大持仓中：新建仓 5 只、增持 4 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | INDV | INDIVIOR PHARMACEUTICALS INC | $109.8M | 7.22% | 2.7M | 减持 |
| 2 | VISN | VISTANCE NETWORKS INC | $91.5M | 6.01% | 7.2M | 增持 |
| 3 | ATMU | ATMUS FILTRATION TECHNOLOGIE | $61.8M | 4.06% | 1.2M | 减持 |
| 4 | FLYW | FLYWIRE CORPORATION | $52.4M | 3.44% | 3.0M | 减持 |
| 5 | TIGO | MILLICOM INTL CELLULAR S A | $50.5M | 3.32% | 556,485 | 持平 |
| 6 | REX | REX AMERICAN RES CORP | $45.8M | 3.01% | 1.0M | 持平 |
| 7 | KDP | KEURIG DR PEPPER INC | $44.7M | 2.93% | 1.4M | 持平 |
| 8 | MRP | MILLROSE PPTYS INC | $41.5M | 2.73% | 1.4M | 持平 |
| 9 | ACHC | ACADIA HEALTHCARE COMPANY IN | $41.2M | 2.71% | 1.4M | 新建仓 |
| 10 | PCG | PG&E CORP | $40.6M | 2.67% | 2.4M | 持平 |
| 11 | UNP | UNION PAC CORP | $40.3M | 2.65% | 148,098 | 持平 |
| 12 | OKE | ONEOK INC NEW | $40.1M | 2.64% | 461,743 | 持平 |
| 13 | CODI | COMPASS DIVERSIFIED | $39.3M | 2.58% | 3.7M | 持平 |
| 14 | APTV | APTIV PLC | $37.7M | 2.47% | 613,392 | 新建仓 |
| 15 | GPC | GENUINE PARTS CO | $37.4M | 2.46% | 316,771 | 持平 |
| 16 | BIO | BIO RAD LABS INC | $37.3M | 2.45% | 127,191 | 增持 |
| 17 | OTEX | OPEN TEXT CORP | $36.3M | 2.38% | 1.6M | 增持 |
| 18 | ETH | GRAYSCALE ETHEREUM STAKING | $33.6M | 2.20% | 2.2M | 减持 |
| 19 | BELFA | BEL FUSE INC | $30.5M | 2.00% | 104,706 | 增持 |
| 20 | BILL | BILL HOLDINGS INC | $30.3M | 1.99% | 838,994 | 持平 |
| 21 | NWSA | NEWS CORP NEW | $29.6M | 1.94% | 1.2M | 持平 |
| 22 | IWM | ISHARES TR | $27.7M | 1.82% | 92,192 | 新建仓 |
| 23 | FIS | FIDELITY NATL INFORMATION SV | $25.6M | 1.68% | 657,673 | 持平 |
| 24 | AIV | APARTMENT INVT & MGMT CO | $13.2M | 0.87% | 4.5M | 新建仓 |
| 25 | DGACU | DISCIPLINED GROWTH | $7.5M | 0.49% | 749,995 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR