Mithaq Capital SPC
Mithaq Capital SPC reported 3 US-listed holdings worth $190.9 million in its 13F for the quarter ended 30 September 2026, filed 26 October 2026. Its largest: Nexxen International Ltd (81.7%), Childrens PL Inc. New (15.2%) and Burford Cap Ltd (3.1%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 0.
The fund asked the SEC to keep some positions private for now; they are not in this filing and appear in an amendment once released.
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -46.3% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Nexxen International Ltd NEXN | 17.3M | $155.9 million | 81.69% | no change |
| Childrens PL Inc. New PLCE | 13.6M | $29.1 million | 15.24% | no change |
| Burford Cap Ltd BUR | 1.5M | $5.9 million | 3.07% | no change |