Mhr Fund Management Llc Portfolio Stock Holdings
Mhr Fund Management Llc disclosed 10 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include TELESAT CORP, HAFNIA LTD, and IOVANCE BIOTHERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $1.4B
Holdings by Sector
Mhr Fund Management Llc Portfolio Holdings in Q1 2026
8 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TELESAT CORP | TSAT | Technology | 47.72% | 18,035,092 | - | - | $652,870,330 |
| HAFNIA LTD | Y2990R101 | Other | 10.28% | 18,496,652 | - | - | $140,574,555 |
| IOVANCE BIOTHERAPEUTICS INC | IOVA | Healthcare | 7.43% | 28,967,103 | - | - | $101,674,532 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 3.25% | 399,505 | - | - | $44,512,847 |
| GRIFFON CORP | GFF | Industrials | 1.27% | 239,392 | +114,392 | +91.51% | $17,399,011 |
| PATRIA INVESTMENTS LIMITED | PAX | Other | 0.83% | 900,000 | +100,000 | +12.50% | $11,340,000 |
| TERAWULF INC | WULF | Financial Services | 0.32% | 300,000 | +300,000 | +100.00% | $4,329,000 |
| OPTIMUM COMMUNICATIONS INC | ATUS | Communication Services | 0.10% | 1,070,800 | - | - | $1,392,040 |