Man Investment Partners (us) LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1633312) · Explore on the interactive board
Man Investment Partners (us) LP disclosed 6 US equity positions worth $359.3m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 13, 2026). Its largest position is DPC at 78.2% of the reported book, followed by NEXT, LTM. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 1 new position, added to 0, reduced 0 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Man Investment Partners (us) LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 1 new, 0 added, 0 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | DPC DPC HOLDINGS PLC | Industrials | 78.2% | $280.9m | 5,725,192 | – | new |
| 2 | NEXT NEXTDECADE CORP | Energy | 19.5% | $69.9m | 9,274,894 | 0% | held |
| 3 | LTM LATAM AIRLINES GROUP SA | Industrials | 1.1% | $3.8m | 65,709 | 0% | held |
| 4 | CCO CLEAR CHANNEL OUTDOOR HLDGS | Communication Services | 0.7% | $2.5m | 1,043,358 | 0% | held |
| 5 | BUR BURFORD CAPITAL LIMITED | Financial Services | 0.4% | $1.3m | 309,828 | 0% | held |
| 6 | STRATEGY INC | 0.2% | $857.8k | 1,000,000 | 0% | held |
What did Man Investment Partners (us) LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| GSM FERROGLOBE PLC | 100.0% | $5.3m |
Sector mix
| Sector | Weight |
|---|---|
| Industrials | 79.2% |
| Energy | 19.5% |
| Communication Services | 0.7% |
| Financial Services | 0.4% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Man Investment Partners (us) LP's portfolio?
Across every quarter Man Investment Partners (us) LP has filed, its median largest position is 81.2% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 6.0 positions are still open and their final length is unknown.