Institutional
MHR FUND MANAGEMENT LLC
CIK 0001277742
$1.37B
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSAT | TELESAT CORP | $38.04 | 1.60% | 59.39% | -10.88% | $652.9M | 47.72% | — | HELD |
| 2 | LION | LIONSGATE STUDIOS CORP | $13.21 | -1.27% | 120.79% | 37.51% | $361.0M | 26.39% | — | HELD |
| 3 | HAFN | HAFNIA LTD | $7.66 | -0.33% | 59.89% | 24.11% | $140.6M | 10.28% | — | HELD |
| 4 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $4.32 | -8.00% | 77.80% | -80.20% | $101.7M | 7.43% | — | HELD |
| 5 | APO | APOLLO GLOBAL MGMT INC | $120.97 | 0.60% | -11.65% | 120.67% | $44.5M | 3.25% | — | HELD |
| 6 | STRZ | STARZ ENTERTAINMENT CORP. | $26.65 | -2.26% | 91.03% | 69.63% | $32.9M | 2.41% | — | HELD |
| 7 | GFF | GRIFFON CORP | $86.96 | -1.07% | 9.96% | 339.45% | $17.4M | 1.27% | — | HELD |
| 8 | PAX | PATRIA INVESTMENTS LIMITED | $10.72 | -2.32% | -16.26% | -14.02% | $11.3M | 0.83% | — | HELD |
| 9 | WULF | TERAWULF INC | $17.84 | 0.14% | 274.37% | -23.71% | $4.3M | 0.32% | — | HELD |
| 10 | OPTU | OPTIMUM COMMUNICATIONS INC | $0.74 | 0.12% | -69.79% | -97.28% | $1.4M | 0.10% | — | HELD |
Source: SEC EDGAR · accession 0001011438-26-000344. 13F discloses long positions only — shorts, foreign equities, and options are excluded.