Mint Tower Capital Management B.V.
Long book
$537.4M
Q1 2026
Positions
314
Top-10 weight
24%
concentration
Last quarter
+0.3%
SPY +14.8%
Turnover
48%
of book per quarter
Strategy in plain words
auto-generated from filingsMint Tower Capital Management B.V. is a diversified fundamental manager, specialised in financials (86% of the long book), running a $537.4M US long book across 314 positions.
The portfolio is broadly diversified across 314 positions (top 10 only 24%). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES BITCOIN TRUST ETF, LAUNCH TWO ACQUISITION- CL A, UBER TECHNOLOGIES INC, LAFAYETTE DIGITAL ACQUISITIO, ART TECHNOLOGY ACQUISIT-CL A.
Over the last 9 quarters its long book ran on average 1.8pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.2%
Q2 2024
+7.9%
Q3 2024
+15.4%
Q4 2024
-0.3%
Q1 2025
+9.0%
Q2 2025
+4.5%
Q3 2025
-11.1%
Q4 2025
-1.6%
Q1 2026
+0.3%
Sector allocation
Financials 75%
Other 6%
Services media 5%
Utilities 4%
Industrials 4%
Healthcare 2%
Technology 2%
Consumer discretionary 1%
Long book by quarter
What does Mint Tower own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| LPBB LAUNCH TWO ACQUISITION- CL A | Financials | 980.0K | $10.4M | 1.9% | Held |
| UBER UBER TECHNOLOGIES INC | Services media | 140.9K | $10.1M | 1.9% | +8.2% |
| ZKP LAFAYETTE DIGITAL ACQUISITIO | Financials | 1.0M | $9.9M | 1.8% | New |
| ARTC ART TECHNOLOGY ACQUISIT-CL A | Financials | 1.0M | $9.8M | 1.8% | New |
| SVAQ SILICON VALLEY ACQUISIT-CL A | Financials | 850.0K | $8.4M | 1.6% | New |
| PEN PENUMBRA INC | Healthcare | 25.5K | $8.4M | 1.6% | New |
| HCMA HCM III ACQUISITION COR-CL A | Financials | 750.0K | $7.6M | 1.4% | Held |
| WBS WEBSTER FINANCIAL CORP | Financials | 104.8K | $7.3M | 1.4% | New |
| NHIC NEWHOLD INVESTMENT COR III-A | Financials | 700.0K | $7.3M | 1.4% | Held |
| JACS JACKSON ACQUISITION CO-CL A | Financials | 650.0K | $6.9M | 1.3% | Held |
| GTLS CHART INDUSTRIES INC | Industrials | 32.6K | $6.7M | 1.3% | New |
| BLRK BLUEROCK ACQUISITION CORP-A | Financials | 650.0K | $6.4M | 1.2% | New |
| TXNM TXNM ENERGY INC | Utilities | 110.0K | $6.4M | 1.2% | +214.3% |
| GIX GIGCAPITAL9 CORP-CL A | Financials | 567.9K | $5.6M | 1.0% | New |
| TACH TITAN ACQUISITION CORP-CL A | Financials | 509.5K | $5.2M | 1.0% | Held |
| SPEG SILVER PEGASUS ACQUISITION-A | Financials | 508.7K | $5.2M | 1.0% | Held |
| CAEP CANTOR EQUITY PARTNERS III-A | — | 500.0K | $5.2M | 1.0% | Held |
| NPAC NEW PROVIDENCE ACQUISITION-A | Financials | 500.0K | $5.1M | 1.0% | Held |
| OBA OXLEY BRIDGE ACQUISITIO-CL A | Financials | 500.0K | $5.1M | 0.9% | Held |
| EMIS EMMIS ACQUISITION CORP-CL A | Financials | 500.0K | $5.0M | 0.9% | Held |
| MBVI M3-BRIGADE ACQUISITION-CL A | Financials | 500.0K | $5.0M | 0.9% | Held |
| NSC NORFOLK SOUTHERN CORP | Industrials | 17.0K | $4.9M | 0.9% | Held |
| AL AIR LEASE CORP | — | 73.4K | $4.8M | 0.9% | New |
| IPCX INFLECTION POINT ACQUISITI-A | Financials | 450.0K | $4.6M | 0.9% | Held |
| TLNC TALON CAPITAL CORP-CL A | Financials | 450.0K | $4.6M | 0.9% | Held |
| LAFA LAFAYETTE ACQUISITION CORP | Financials | 450.0K | $4.5M | 0.8% | Held |
| TACO BERTO ACQUISITION CORP | Financials | 410.7K | $4.2M | 0.8% | Held |
| CCII COHEN CIRCLE ACQUISIT II - A | Financials | 400.0K | $4.1M | 0.8% | Held |
| PACH PIONEER ACQUISITION I-CL A | Financials | 400.0K | $4.1M | 0.8% | Held |
| GIW GIGCAPITAL8 CORP-A | Financials | 400.0K | $4.0M | 0.7% | Held |
| SVAC SPRING VALLEY ACQUISITION-A | Utilities | 350.9K | $3.6M | 0.7% | -22.0% |
| NWE NORTHWESTERN ENERGY GROUP IN | Utilities | 52.4K | $3.5M | 0.6% | +2064.4% |
| ATII ARCHIMEDES TECH SPAC PARTNER | Financials | 300.0K | $3.1M | 0.6% | Held |
| FERA FIFTH ERA ACQUISITION CORP-A | Financials | 300.0K | $3.1M | 0.6% | Held |
| CLBR COLOMBIER ACQ III-CL A | Financials | 300.0K | $3.0M | 0.6% | New |
| GPAC GENERAL PURPOSE ACQUISIT-A | Financials | 300.0K | $3.0M | 0.6% | New |
| ADAC AMERICAN DRIVE ACQUISIT-CL A | Financials | 300.0K | $3.0M | 0.6% | New |
| ITHA ITHAX ACQUISITION CORP-CL A | Financials | 300.0K | $3.0M | 0.6% | New |
| LPCV LAUNCHPAD CADENZA ACQUI-CL A | Financials | 300.0K | $3.0M | 0.6% | New |
| MEVO M EVO GLOBAL ACQUISITIO-CL A | Financials | 300.0K | $3.0M | 0.5% | New |
| HCIC HENNESSY CAPITAL INVEST-A | Financials | 300.0K | $2.9M | 0.5% | New |
| WENN WEN ACQUISITION CORP-A | Financials | 286.6K | $2.9M | 0.5% | Held |
| HO1 HOLOGIC INC | — | 38.4K | $2.9M | 0.5% | +53.6% |
| GSHR GESHER ACQUISITION CORP II-A | Financials | 250.0K | $2.6M | 0.5% | Held |
| XRPN ARMADA ACQUISITION -CLASS A | Financials | 250.0K | $2.6M | 0.5% | Held |
| FAC FACTORIAL ENERGY INC | Technology | 250.0K | $2.6M | 0.5% | Held |
| CEPF CANTOR EQUITY PARTNERS-CL A | Financials | 250.0K | $2.5M | 0.5% | Held |
| CRAQ CAL REDWOOD ACQUISIT-CL A | Financials | 250.0K | $2.5M | 0.5% | Held |
| SDA SEALED AIR CORP | Services media | 60.0K | $2.5M | 0.5% | New |
| RNGT RANGE CAPITAL ACQUISIT CL A | Financials | 250.0K | $2.5M | 0.5% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 338 | $1.12B | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 267 | $866.3M | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 202 | $844.3M | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 11, 2025 | 162 | $673.7M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 148 | $282.7M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 151 | $404.6M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 157 | $317.9M | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 145 | $314.0M | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 195 | $365.6M | $K fixed canonical | SEC ↗ |