Mithaq Capital SPC holds a concentrated book of 3 stocks worth $204.0M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). Their largest long position is Nexxen International Ltd at 77% of the equity book. Cloning the disclosed picks since 2024 would be -48% (-31.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1834600/holdings"
Use Arkolith to show Mithaq Capital SPC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.3 points over this window.
Growth of $10,000 cloning Mithaq Capital SPC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Mithaq Capital SPC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 4 / 3 | $19.8M |
| BlackRock, Inc. | 3 / 3 | $83.9M |
| BARCLAYS PLC | 3 / 3 | $24.5M |
| STATE STREET CORP | 3 / 3 | $19.4M |
| GEODE CAPITAL MANAGEMENT, LLC | 3 / 3 | $14.1M |
| MORGAN STANLEY | 3 / 3 | $12.9M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 / 3 | $8.6M |
| NORTHERN TRUST CORP | 3 / 3 | $8.1M |
Ranked by how many of Mithaq Capital SPC's top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nexxen Intl Ltd SHS NEW | $156.5M | 17.33M | 76.7% | —Held | |
| 2 | Childrens Pl Inc New COM | $41.5M | 13.59M | 20.3% | —Held | |
| 3 | Burford Capital Limited ORD SHS | $6.1M | 1.49M | 3.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 3 | $204.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 4 | $165.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 4 | $196.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 4 | $370.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 4 | $393.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 4 | $405.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 4 | $210.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 4 | $250.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.