MHR Fund Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
MHR Fund Management LLC disclosed 9 US equity positions worth $832.0m in its Q1 2025 13F filing. The largest position was TSAT at 40.8% of the reported book, followed by LGFEUR and LGF/BEUR. Against the Q4 2024 filing, it opened 1 new position, added to 1 and reduced 1 among the top 9 holdings.
What did MHR Fund Management LLC own in Q1 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TSAT TELESAT CORP | 40.8% | $339.6m | 18,035,092 | 0% | held | |
| 2 | LGFEUR LIONS GATE ENTMNT CORP | 21.4% | $178.1m | 20,127,661 | 0% | held | |
| 3 | LGF/BEUR LIONS GATE ENTMNT CORP | 14.4% | $119.6m | 15,105,523 | 0% | held | |
| 4 | IOVA IOVANCE BIOTHERAPEUTICS INC | Healthcare | 9.8% | $81.3m | 24,417,103 | 0% | held |
| 5 | APO APOLLO GLOBAL MGMT INC | Financial Services | 8.2% | $68.5m | 500,000 | -9% | reduced |
| 6 | HAFN HAFNIA LTD | 5.0% | $41.6m | 10,000,000 | 31% | added | |
| 7 | PAX PATRIA INVESTMENTS LIMITED | Financial Services | 0.3% | $2.3m | 200,000 | – | new |
| 8 | DVAX DYNAVAX TECHNOLOGIES CORP | 0.1% | $577.2k | 44,499 | 0% | held | |
| 9 | OPTU ALTICE USA INC | Communication Services | 0.1% | $446.3k | 167,800 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.