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Mhr Fund Management LLC

Portfolio Manager
Mhr Fund Management LLC
Performance
+16.61% (2026 Q1)
AUM (13F)
$1.37B
# of Holdings
10
Performance Rank
Allocation (Top 20)
100%

Mhr Fund Management LLC Holdings Map

Top 10 Mhr Fund Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TSAT
TELESAT CORP
47.72%18.04M$652.9M
+0.00%(+0)
2025-Q1: 18.04M shares2025-Q2: 18.04M shares2025-Q3: 18.04M shares2025-Q4: 18.04M shares2026-Q1: 18.04M shares
$35.84(+28.99%)
2026-03-31
LION
LIONSGATE STUDIOS CORP
26.39%37.65M$361.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 37.65M shares2025-Q3: 37.65M shares2025-Q4: 37.65M shares2026-Q1: 37.65M shares
$6.62(+121.45%)
2026-03-31
HAFN
HAFNIA LTD
10.28%18.50M$140.6M
+0.00%(+0)
2025-Q1: 10.00M shares2025-Q2: 13.87M shares2025-Q3: 17.19M shares2025-Q4: 18.50M shares2026-Q1: 18.50M shares
$6.04(+16.29%)
2026-03-31
IOVA
IOVANCE BIOTHERAPEUTICS INC
7.43%28.97M$101.7M
+0.00%(+0)
2025-Q1: 24.42M shares2025-Q2: 28.97M shares2025-Q3: 28.97M shares2025-Q4: 28.97M shares2026-Q1: 28.97M shares
$7.03(-38.68%)
2026-03-31
APO
APOLLO GLOBAL MGMT INC
3.25%399.5K$44.5M
+0.00%(+0)
2025-Q1: 500.0K shares2025-Q2: 475.0K shares2025-Q3: 399.5K shares2025-Q4: 399.5K shares2026-Q1: 399.5K shares
$64.21(+84.73%)
2026-03-31
STRZ
STARZ ENTERTAINMENT CORP.
2.41%2.86M$32.9M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 2.86M shares2025-Q3: 2.86M shares2025-Q4: 2.86M shares2026-Q1: 2.86M shares
$16.07(+80.40%)
2026-03-31
GFF
GRIFFON CORP
1.27%239.4K$17.4M
+91.51%(+114.39K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 125.0K shares2025-Q4: 125.0K shares2026-Q1: 239.4K shares
$73.74(+25.93%)
2026-03-31
PAX
PATRIA INVESTMENTS LIMITED
0.83%900.0K$11.3M
+12.50%(+100.00K)
2025-Q1: 200.0K shares2025-Q2: 628.0K shares2025-Q3: 800.0K shares2025-Q4: 800.0K shares2026-Q1: 900.0K shares
$12.92(-14.08%)
2026-03-31
WULF
TERAWULF INC
0.32%300.0K$4.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 300.0K shares
$12.96(+63.43%)
2026-03-31
OPTU
OPTIMUM COMMUNICATIONS INC
0.1%1.07M$1.4M
+0.00%(+0)
2025-Q1: 167.8K shares2025-Q2: 167.8K shares2025-Q3: 167.8K shares2025-Q4: 1.07M shares2026-Q1: 1.07M shares
$6.01(-80.70%)
2026-03-31

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