Mhr Fund Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Mhr Fund Management Llc disclosed 11 stock positions valued at approximately $1.92B as of quarter-end June 30, 2026. The largest holdings include TELESAT CORP, LIONSGATE STUDIOS CORP, and HAFNIA LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $1.92B
Holdings by Sector
Mhr Fund Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TELESAT CORP | TSAT | Technology | 47.56% | 18,035,092 | - | - | $912,936,357 |
| LIONSGATE STUDIOS CORP | LION | Other | 30.03% | 37,648,498 | - | - | $576,398,504 |
| HAFNIA LTD | HAFN | Industrials | 7.07% | 20,446,652 | +1,950,000 | +10.54% | $135,765,769 |
| IOVANCE BIOTHERAPEUTICS INC | IOVA | Healthcare | 6.28% | 28,967,103 | - | - | $120,503,148 |
| STARZ ENTERTAINMENT CORP. | STRZ | Other | 4.31% | 2,863,232 | - | - | $82,632,875 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 2.46% | 399,505 | - | - | $47,265,437 |
| GRIFFON CORP | GFF | Industrials | 1.22% | 239,392 | - | - | $23,347,902 |
| PATRIA INVESTMENTS LIMITED | PAX | Other | 0.57% | 1,000,000 | +100,000 | +11.11% | $10,980,000 |
| TERAWULF INC | WULF | Financial Services | 0.39% | 300,000 | - | - | $7,410,000 |
| OPTIMUM COMMUNICATIONS INC | ATUS | Communication Services | 0.08% | 1,070,800 | - | - | $1,552,660 |
| STMICROELECTRONICS N V | STM | Technology | 0.03% | 7,500 | +7,500 | +100.00% | $561,675 |
Showing 11 of 11 holdings in the latest reporting period.