Mhr Fund Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mhr Fund Management LLC disclosed 10 US equity positions worth $1.4bn in its Q1 2026 13F filing. The largest position was TSAT at 47.7% of the reported book, followed by LION and HAFN.
What did Mhr Fund Management LLC own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSAT TELESAT CORP | Technology | 47.7% | $652.9m | 18,035,092 | – | |
| 2 | LION LIONSGATE STUDIOS CORP | 26.4% | $361.0m | 37,648,498 | – | ||
| 3 | HAFN HAFNIA LTD | 10.3% | $140.6m | 18,496,652 | – | ||
| 4 | IOVA IOVANCE BIOTHERAPEUTICS INC | Healthcare | 7.4% | $101.7m | 28,967,103 | – | |
| 5 | APO APOLLO GLOBAL MGMT INC | Financial Services | 3.3% | $44.5m | 399,505 | – | |
| 6 | STRZ STARZ ENTERTAINMENT CORP. | 2.4% | $32.9m | 2,863,232 | – | ||
| 7 | GFF GRIFFON CORP | Industrials | 1.3% | $17.4m | 239,392 | – | |
| 8 | PAX PATRIA INVESTMENTS LIMITED | Financial Services | 0.8% | $11.3m | 900,000 | – | |
| 9 | WULF TERAWULF INC | Financial Services | 0.3% | $4.3m | 300,000 | – | |
| 10 | OPTU OPTIMUM COMMUNICATIONS INC | Communication Services | 0.1% | $1.4m | 1,070,800 | – |
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.