Institutional Fund
Mhr Fund Management LLC
New York, NYCIK 12777425 filings on record
Portfolio Value
$1.37B
Q1 2026
Holdings
10
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+17.7%
from $1.16B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Telesat Corp47.7%
- Lionsgate Studios Corp26.4%
- Hafnia Ltd10.3%
- Iovance Biotherapeutics Inc7.4%
- Apollo Global Mgmt Inc3.3%
- Starz Entertainment Corp.2.4%
- Other2.5%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Telesat Corp | 18.04M | $652.87M | 47.7% | 0 | Held |
| 2 | Lionsgate Studios Corp | 37.65M | $361.05M | 26.4% | 0 | Held |
| 3 | Hafnia Ltd | 18.50M | $140.57M | 10.3% | 0 | Held |
| 4 | Iovance Biotherapeutics Inc | 28.97M | $101.67M | 7.4% | 0 | Held |
| 5 | Apollo Global Mgmt Inc | 399.5K | $44.51M | 3.3% | 0 | Held |
| 6 | Starz Entertainment Corp. | 2.86M | $32.93M | 2.4% | 0 | Held |
| 7 | Griffon Corp | 239.4K | $17.40M | 1.3% | +114.4K | Added |
| 8 | Patria Investments Limited | 900.0K | $11.34M | 0.8% | +100.0K | Added |
| 9 | Terawulf Inc | 300.0K | $4.33M | 0.3% | +300.0K | New |
| 10 | Altice USA Inc | 1.07M | $1.39M | 0.1% | 0 | Held |