MHR Fund Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
MHR Fund Management LLC disclosed 9 US equity positions worth $901.6m in its Q2 2025 13F filing. The largest position was TSAT at 48.9% of the reported book, followed by LION and HAFN. Against the Q1 2025 filing, it opened 2 new positions, added to 3 and reduced 1 among the top 9 holdings.
What did MHR Fund Management LLC own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSAT TELESAT CORP | 48.9% | $440.8m | 18,035,092 | 0% | held | |
| 2 | LION LIONSGATE STUDIOS CORP | 24.3% | $218.7m | 37,648,498 | – | new | |
| 3 | HAFN HAFNIA LTD | 7.7% | $69.2m | 13,865,532 | 39% | added | |
| 4 | APO APOLLO GLOBAL MGMT INC | Financial Services | 7.5% | $67.4m | 475,000 | -5% | reduced |
| 5 | IOVA IOVANCE BIOTHERAPEUTICS INC | Healthcare | 5.5% | $49.8m | 28,967,103 | 19% | added |
| 6 | STRZ STARZ ENTERTAINMENT CORP. | 5.1% | $46.0m | 2,863,232 | – | new | |
| 7 | PAX PATRIA INVESTMENTS LIMITED | Financial Services | 1.0% | $8.8m | 627,982 | 214% | added |
| 8 | DVAX DYNAVAX TECHNOLOGIES CORP | 0.0% | $441.4k | 44,499 | 0% | held | |
| 9 | OPTU ALTICE USA INC | Communication Services | 0.0% | $359.1k | 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.