2026 Q2 Portfolio Activity
In 2026 Q2, Mithaq Capital SPC maintained a portfolio of 4 distinct positions.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
NEXN (76.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Mithaq Capital SPC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NEXN
Nexxen Intl Ltd
|
Communication Services | 76.68% | 68.08% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
17,326,679 | $156,459,911 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PLCE
Childrens Pl In...
|
Consumer Cyclical | 20.32% | 27.53% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
13,593,236 | $41,459,370 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BUR
Burford Capital...
|
Financial Services | 3.00% | 4.07% |
#3
Prev: #3
|
3.2 |
—
|
no change | no change |
P
S
|
1,494,749 | $6,128,471 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ULY
URGENTLY INC
|
Technology | 0.00% | 0.32% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-98,734 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-4 of 4 holdings