MHR FUND MANAGEMENT LLC

Fundamental concentrated ★Highest signal CIK 1277742
League rank
#104
in Fundamental concentrated · #153 overall
Long book
$1.37B
Q1 2026
Positions
10
Top-10 weight
100%
concentration
Last quarter
+32.7%
SPY +14.8%
Turnover
18%
of book per quarter

Strategy in plain words

auto-generated from filings

MHR FUND MANAGEMENT LLC is a concentrated fundamental stock-picker, running a $1.37B US long book across 10 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: TELESAT CORP, LIONSGATE STUDIOS CORP, HAFNIA LTD, IOVANCE BIOTHERAPEUTICS INC, APOLLO GLOBAL MANAGEMENT INC.

Over the last 9 quarters its long book ran on average 3.8pp per quarter ahead of the S&P 500, beating the index in 7 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-27.3%
Q2 2024
+23.3%
Q3 2024
+3.6%
Q4 2024
-13.2%
Q1 2025
+14.1%
Q2 2025
+11.0%
Q3 2025
+13.2%
Q4 2025
+17.2%
Q1 2026
+32.7%

Sector allocation

Communications
48%
Services media
29%
Industrials
12%
Healthcare
7%
Financials
4%

Long book by quarter

$1.03B
Q1 2024
$820.6M
Q2 2024
$917.0M
Q3 2024
$904.4M
Q4 2024
$832.0M
Q1 2025
$901.6M
Q2 2025
$1.02B
Q3 2025
$1.16B
Q4 2025
$1.37B
Q1 2026

What does MHR FUND own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
TSAT TELESAT CORPCommunications18.0M$652.9M47.7%Held
LION LIONSGATE STUDIOS CORPServices media37.6M$361.0M26.4%Held
HAFN HAFNIA LTDIndustrials18.5M$140.6M10.3%Held
IOVA IOVANCE BIOTHERAPEUTICS INCHealthcare29.0M$101.7M7.4%Held
APO APOLLO GLOBAL MANAGEMENT INCFinancials399.5K$44.5M3.3%Held
STRZ STARZ ENTERTAINMENT CORPServices media2.9M$32.9M2.4%Held
GFF GRIFFON CORPIndustrials239.4K$17.4M1.3%+91.5%
PAX PATRIA INVESTMENTS LTD-AFinancials900.0K$11.3M0.8%+12.5%
WULF TERAWULF INCFinancials300.0K$4.3M0.3%New
OPTU OPTIMUM COMMUNICATIONS INC-ACommunications1.1M$1.4M0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202610$1.37B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202610$1.16B canonicalSEC ↗
Q3 202513F-HRNov 14, 202510$1.02B canonicalSEC ↗
Q2 202513F-HRAug 14, 20259$901.6M canonicalSEC ↗
Q1 202513F-HRMay 15, 20259$832.0M canonicalSEC ↗
Q4 202413F-HRFeb 14, 20259$904.4M canonicalSEC ↗
Q3 202413F-HRNov 14, 20249$917.0M canonicalSEC ↗
Q2 202413F-HRAug 14, 20249$820.6M canonicalSEC ↗
Q1 202413F-HRMay 15, 202410$1.03B canonicalSEC ↗