Mangrove Partners

Rating #103

Nathaniel August

Mangrove Partners

Portfolio value

$1.35B

Stocks

178

Performance

1 Year

+13.64%

Stock Holdings

$

%

1Y

3Y

5Y

10Y

Nathaniel August’s Portfolio: Q3 2025

Top10 stocks: 46.67% of the portfolio

Nathaniel August’s Trades: Q3 2025

Adds

New Buys

Sold Outs

Cuts

NWSA logo
NWSA

Share Count Chg. (%)

+125.22%

Price Paid
$29.64
Buy Value
$19.64M
Portfolio % Change

1.02ppt

TPB logo
TPB

Share Count Chg. (%)

+162.94%

Price Paid
$90.53
Buy Value
$14.64M
Portfolio % Change

1.10ppt

INDV logo
INDV

Share Count Chg. (%)

+20.67%

Price Paid
$20.93
Buy Value
$9.83M
Portfolio % Change

1.29ppt

ATMU logo
ATMU

Share Count Chg. (%)

+21.00%

Price Paid
$41.95
Buy Value
$9.69M
Portfolio % Change

0.13ppt

ENVA logo
ENVA

Share Count Chg. (%)

+19.70%

Price Paid
$114.28
Buy Value
$9.35M
Portfolio % Change

-0.75ppt

CODI logo
CODI

Share Count Chg. (%)

+48.68%

Price Paid
$6.89
Buy Value
$8.31M
Portfolio % Change

0.13ppt

ECVT logo
ECVT

Share Count Chg. (%)

+20.62%

Price Paid
$8.81
Buy Value
$8.24M
Portfolio % Change

-0.47ppt

M

MRP

Share Count Chg. (%)

+21.00%

Price Paid
$32.31
Buy Value
$8.09M
Portfolio % Change

-0.07ppt

SGI logo
SGI

Share Count Chg. (%)

+21.00%

Price Paid
$78.80
Buy Value
$7.88M
Portfolio % Change

0.11ppt

TEVA logo
TEVA

Share Count Chg. (%)

+21.00%

Price Paid
$17.56
Buy Value
$7.13M
Portfolio % Change

0.01ppt

Nathaniel August’s Holdings: Q3 2025

Company Name
Primary Industry
Avg. price paid
sort
Share Count Chg. (%)
sort
No of shares held
sort
Market value
sort
Portfolio % Change
sort
% of Ownership
sort
Holding period
sort
Last Transaction
Blank Checks
$0.04

-0.99%

978.99K
$150.76M

11.14%

11.12ppt

2.63%
8 Quarters
Q3 2025
Pharmaceutical Pres
$14.99

+20.67%

2.74M
$66.12M

4.89%

1.29ppt

2.19%
5 Quarters
Q3 2025
Metal Mining
$61.66

0.00%

998.66K
$65.92M

4.87%

-1.38ppt

0.06%
6 Quarters
Q1 2025
Vehicle Parts
$26.92

+21.00%

1.33M
$59.99M

4.43%

0.13ppt

1.61%
9 Quarters
Q3 2025
Personal Credit Institutions
$44.67

+19.70%

496.97K
$57.20M

4.23%

-0.75ppt

1.95%
14 Quarters
Q3 2025
Home Furnishings
$56.06

+21.00%

575.92K
$48.57M

3.59%

0.11ppt

0.00%
9 Quarters
Q3 2025
Real Estate
$27.74

+21.00%

1.44M
$48.46M

3.58%

-0.07ppt

0.87%
3 Quarters
Q3 2025
Chemicals & Products
$6.64

+20.62%

5.47M
$47.95M

3.54%

-0.47ppt

4.71%
3 Quarters
Q3 2025
Pharmaceutical Pres
$15.00

+21.00%

2.34M
$47.23M

3.49%

0.01ppt

0.20%
7 Quarters
Q3 2025
Integrated Systems Design
$29.20

-4.55%

1.05M
$39.33M

2.91%

-0.55ppt

0.40%
2 Quarters
Q3 2025
Other Business Services
$13.54

+100.00%

2.90M
$39.29M

2.90%

2.90ppt

2.37%
1 Quarter
Q3 2025
Combined Electric Services
$15.08

+100.00%

2.60M
$39.16M

2.89%

2.89ppt

0.12%
1 Quarter
Q3 2025
Educational Services
$12.21

-38.81%

1.18M
$37.26M

2.75%

-2.09ppt

0.80%
17 Quarters
Q3 2025
Newspaper publishing
$29.16

+125.22%

1.19M
$36.60M

2.70%

1.02ppt

0.21%
3 Quarters
Q3 2025
Lab Analytical Instruments
$280.39

+100.00%

126.85K
$35.57M

2.63%

2.63ppt

0.47%
1 Quarter
Q3 2025
Real Estate Investment Trusts
$16.86

+100.00%

2.05M
$34.48M

2.55%

2.55ppt

2.32%
1 Quarter
Q3 2025
Pharmaceutical Pres
$25.31

+21.00%

478.41K
$31.78M

2.35%

0.00ppt

0.75%
9 Quarters
Q3 2025
Prepackaged Software
$52.97

+100.00%

588.01K
$31.15M

2.30%

2.30ppt

0.57%
1 Quarter
Q3 2025
Pharmaceutical Pres
$5.46

+25.45%

2.88M
$27.09M

2.00%

0.90ppt

3.06%
2 Quarters
Q3 2025
Biological products
$28.48

+21.00%

671.69K
$27.06M

2.00%

0.45ppt

0.88%
2 Quarters
Q3 2025
gainifypowered-by-sp
Socials
Send us an emailFollow us on XConnect with us on LinkedInFollow us on InstagramFollow us on ThreadsCheck us out on TrustpilotFollow us on YouTubeFind us on Google Maps

Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.

View Data Providers

NEWSLETTER

Gainify provides tools and content designed to help users explore and understand the world of investing. All information available through our platform is for educational and informational use only. It is not intended as financial, investment or legal advice, and should not be treated as a recommendation or endorsement of any investment approach.
Our content is general in nature and does not account for your personal financial circumstances. Any investment decisions you make are your responsibility. We strongly recommend speaking with a licensed financial advisor or professional before acting on any information found on Gainify. Before using Gainify, please review our Terms of Service.

© 2026 Gainify. All rights reserved.