MHR Fund Management LLC
MHR Fund Management LLC reported 11 US-listed holdings worth $1.92 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Telesat Corp. (47.6%), Lionsgate Studios Corp. (30.0%) and Hafnia Ltd (7.1%). Against the quarter before, it opened 1 position, added to 2, trimmed 0 and sold out of 0.
Reported holdings$1.92B+40.3% on Q1 2026
Positions11+1 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeld
The 11 largest of its 11 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 1Added 2Held 8
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- STMicroelectronics N.V. STM$561,675
Added to 2
- Hafnia Ltd HAFN+1.9 million shares · +11%
- Patria Investments Limited PAX+100,000 shares · +11%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Telesat Corp. TSAT | 18,035,092 | $912.9 million | 47.56% | no change |
| Lionsgate Studios Corp. LION | 37,648,498 | $576.4 million | 30.03% | no change |
| Hafnia Ltd HAFN | 20,446,652 | $135.8 million | 7.07% | +1,950,000 |
| Iovance Biotherapeutics Inc. IOVA | 28,967,103 | $120.5 million | 6.28% | no change |
| Starz Entertainment Corp. STRZ | 2,863,232 | $82.6 million | 4.31% | no change |
| Apollo Global Management, Inc. APO | 399,505 | $47.3 million | 2.46% | no change |
| Griffon Corp. GFF | 239,392 | $23.3 million | 1.22% | no change |
| Patria Investments Limited PAX | 1,000,000 | $11.0 million | 0.57% | +100,000 |
| Terawulf Inc. WULF | 300,000 | $7.4 million | 0.39% | no change |
| Altice USA Inc. OPTU | 1,070,800 | $1.6 million | 0.08% | no change |
| STMicroelectronics N.V. STM | 7,500 | $561,675 | 0.03% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.