Institutions / Mhr Fund Management LLC
Mhr Fund Management LLC
CIK 1277742 · Institution · as of Mar 31, 2026
Portfolio value
$1.37B
Positions
10
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.37B+17.7%Positions
10+0.0%Top holdings
Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Telesat Corp | $652.87M | 47.7% |
| Lionsgate Studios Corp. | $361.05M | 26.4% |
| Hafnia Ltd | $140.57M | 10.3% |
| Iovance Biotherapeutics, Inc. | $101.67M | 7.4% |
| Apollo Global Management, Inc. | $44.51M | 3.3% |
| Starz Entertainment Corp /CnSTRZ | $32.93M | 2.4% |
| Griffon Corp | $17.40M | 1.3% |
| Patria Investments Limited | $11.34M | 0.8% |
| Terawulf Inc. | $4.33M | 0.3% |
| Optimum Communications, Inc. | $1.39M | 0.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Griffon Corp | $8.31M | +114K +91.51% | 239,392 1.27% of portfolio | medium |
| Q1 2026 as of | New | Terawulf Inc. | $4.33M | +300K | 300,000 0.32% of portfolio | low |
| Q1 2026 as of | Add | G69451105 | $1.26M | +100K +12.50% | 900,000 0.83% of portfolio | low |
| Q1 2026 as of | Exit | 268158201 | $-684.4K | -44K -100.00% | — | low |