MHR FUND MANAGEMENT LLC
CIK: 0001277742SEC EDGAR →
Portfolio Value
$1.2B
Holdings
10
As of
Q4 2025
New Positions
1
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TELESAT CORP | 18,035,092 | $524.8M | 45.17% |
| 2 | LIONSGATE STUDIOS CORP | 37,648,498 | $343.7M | 29.58% |
| 3 | HAFNIA LTD | 18,496,652 | $98.6M | 8.48% |
| 4 | IOVANCE BIOTHERAPEUTICS INC | 28,967,103 | $79.1M | 6.81% |
| 5 | APOLLO GLOBAL MGMT INC | 399,505 | $57.8M | 4.98% |
| 6 | STARZ ENTERTAINMENT CORP. | 2,863,232 | $33.5M | 2.88% |
| 7 | PATRIA INVESTMENTS LIMITED | 800,000 | $12.7M | 1.09% |
| 8 | GRIFFON CORP | 125,000 | $9.2M | 0.79% |
| 9 | OPTIMUM COMMUNICATIONS INC | 1,070,800 | $1.8M | 0.15% |
| 10 | DYNAVAX TECHNOLOGIES CORP | 44,499 | $684K | 0.06% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 1 | $524.8M | 45.2% |
| Communication Services | 3 | $379.0M | 32.6% |
| Industrials | 2 | $107.8M | 9.3% |
| Healthcare | 2 | $79.8M | 6.9% |
| Financial Services | 2 | $70.5M | 6.1% |