Mithaq Capital SPC

Portfolio Overview

Mithaq Capital SPC presents a highly concentrated and actively managed portfolio as of the reporting period ending September 30, 2025. The firm manages total assets of approximately $285.43 million, distributed across only two holdings. This indicates an investment strategy heavily reliant on stock selection and conviction in specific companies rather than broad diversification. The portfolio underwent significant consolidation during the quarter, evidenced by a 27.4% decr...