Mhr Fund Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.37B
Q ending 2026-03-31
Prior quarter
$1.16B
Q ending 2025-12-31
Change
+17.7% QoQ · +64.4% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Telesat Corp | TSAT | Shares | $652.9M | 18.0M |
| Lionsgate Studios Corp | LION | Shares | $361.0M | 37.6M |
| Hafnia Ltd | Shares | $140.6M | 18.5M | |
| Iovance Biotherapeutics Inc | IOVA | Shares | $101.7M | 29.0M |
| Apollo Global Mgmt Inc | APO | Shares | $44.5M | 400K |
| Starz Entertainment Corp. | STRZ | Shares | $32.9M | 2.9M |
| Griffon Corp | GFF | Shares | $17.4M | 239K |
| Patria Investments Limited | Shares | $11.3M | 900K | |
| Terawulf Inc | WULF | Shares | $4.3M | 300K |
| Optimum Communications Inc | OPTU | Shares | $1.4M | 1.1M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.