MC

Mithaq Capital SPC

Concentrated strategyQuality / disciplined sizingLong-term holder

Total reported value

$165.9M

Reporting period: 2026-03-31 · Number of holdings: 4

Mithaq Capital SPC disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $165.9M and a quarterly turnover rate of 17.0%.

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Personality snowflake

Concentration
100
Portfolio Stability
17.04
Momentum/Contrarian
50
Sector conviction
0
Diversification
8
Sizing Uniformity
87.54

Recent moves

  • Trim BUR

    -53.4% -$21.8M

  • Add M8T80P204

    0.0% -$346.5K

  • Add ULYX

    0.0% $243.9K

  • Trim PLCE

    0.0% -$8.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1Nexxen Intl LTDStock-Other68.08%+10.36%
2PLCEChildren's Place Inc/theStock-Other27.53%-0.03%
3BURBurford Capital LimitedStock-Other4.07%-10.50%-53.38%
4ULYXUrgent.ly INCStock-Other0.32%+0.17%

Holding changes this quarter

Mithaq Capital SPC's most significant position changes for 2026-03-31: Trim: Burford Capital Limited (BUR) — shares -53.38%.

Position changes disclosed by Mithaq Capital SPC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1Nexxen Intl LTD+10.4%Unchanged
2ULYXUrgent.ly INC+0.2%Unchanged
3PLCEChildren's Place Inc/the0%Unchanged
4BURBurford Capital Limited-10.5%-53.38%Trim

FAQ

What is Mithaq Capital SPC and what type of investor is it?
Mithaq Capital SPC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $165.9M, spread across 4 disclosed positions.
What are Mithaq Capital SPC's largest equity positions?
Based on the latest 13F filing, Mithaq Capital SPC's top holdings by market value are: 1. Nexxen Intl LTD — $113.0M (68.1%) 2. Children's Place Inc/the (PLCE) — $45.7M (27.5%) 3. Burford Capital Limited (BUR) — $6.8M (4.1%) 4. Urgent.ly INC (ULYX) — $532.2K (0.3%)
What changes did Mithaq Capital SPC make in its most recent portfolio filing?
In the latest quarter, Mithaq Capital SPC took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Burford Capital Limited (BUR) — shares -53.38%
What sectors does Mithaq Capital SPC focus on?
Sector breakdown data is not yet available for Mithaq Capital SPC. Check back after the next 13F processing cycle.