MHR Fund Management LLC
- SEC CIK
- 0001277742
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 11
- +1 vs. Q1 2026
- Portfolio value
- $1.92B
- +$551.3M (+40.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSATTelesat Corp | CL A & CL B SHS | 18,035,092 | $912.9M | 47.6% | 00.0% | Unchanged | History |
| LIONLionsgate Studios Corp. | COM | 37,648,498 | $576.4M | 30.0% | 00.0% | Unchanged | History |
| HAFNHafnia Ltd | COMMON STOCK | 20,446,652 | $135.8M | 7.1% | +1,950,000+10.5% | Added | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 28,967,103 | $120.5M | 6.3% | 00.0% | Unchanged | History |
| STRZStarz Entertainment Corp | COM | 2,863,232 | $82.6M | 4.3% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 399,505 | $47.3M | 2.5% | 00.0% | Unchanged | History |
| GFFGriffon Corp | COM | 239,392 | $23.3M | 1.2% | 00.0% | Unchanged | History |
| PAXPatria Investments Ltd | COM CL A | 1,000,000 | $11.0M | 0.6% | +100,000+11.1% | Added | History |
| WULFTerawulf Inc. | COM | 300,000 | $7.41M | 0.4% | 00.0% | Unchanged | History |
| OPTUOptimum Communications, Inc. | CL A | 1,070,800 | $1.55M | 0.1% | 00.0% | Unchanged | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 7,500 | $561.7K | <0.1% | +7,500 | New | History |