Filed: 5/15/2026ACC: 0001011438-26-000344
📋 What this filing means
MHR FUND MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $1.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$1.37B
Total AUM (reported)
108.92M
Total Shares
Allocation by class
CL A & CL B SHS$652.87M47.7%
COM$561.89M41.1%
SHS$140.57M10.3%
COM CL A$11.34M0.8%
CL A$1.39M0.1%
Portfolio Concentration
Top 3$1.15B84.4%
4–10$213.57M15.6%
Top 3 weight
84.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 108.92M
Sole
Full voting authority
108.92M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other1
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
TELESAT CORP
SOLEShares18.04M
TypeSH
Market value$652.87M
47.72%
Sole
18.04M
Shared
0.00
None
0.00
LIONSGATE STUDIOS CORP
SOLEShares37.65M
TypeSH
Market value$361.05M
26.39%
Sole
37.65M
Shared
0.00
None
0.00
HAFNIA LTD
DFNDShares18.50M
TypeSH
Market value$140.57M
10.28%
Sole
18.50M
Shared
0.00
None
0.00
IOVANCE BIOTHERAPEUTICS INC
SOLEShares28.97M
TypeSH
Market value$101.67M
7.43%
Sole
28.97M
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares399.50K
TypeSH
Market value$44.51M
3.25%
Sole
399.50K
Shared
0.00
None
0.00
STARZ ENTERTAINMENT CORP.
SOLEShares2.86M
TypeSH
Market value$32.93M
2.41%
Sole
2.86M
Shared
0.00
None
0.00
GRIFFON CORP
SOLEShares239.39K
TypeSH
Market value$17.40M
1.27%
Sole
239.39K
Shared
0.00
None
0.00
PATRIA INVESTMENTS LIMITED
SOLEShares900K
TypeSH
Market value$11.34M
0.83%
Sole
900K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares300K
TypeSH
Market value$4.33M
0.32%
Sole
300K
Shared
0.00
None
0.00
OPTIMUM COMMUNICATIONS INC
SOLEShares1.07M
TypeSH
Market value$1.39M
0.10%
Sole
1.07M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TELESAT CORPSOLE | CL A & CL B SHS | 18.04M | SH | $652.87M 47.72% | 18.04M | 0.00 | 0.00 |
LIONSGATE STUDIOS CORPSOLE | COM | 37.65M | SH | $361.05M 26.39% | 37.65M | 0.00 | 0.00 |
HAFNIA LTDDFND | SHS | 18.50M | SH | $140.57M 10.28% | 18.50M | 0.00 | 0.00 |
IOVANCE BIOTHERAPEUTICS INCSOLE | COM | 28.97M | SH | $101.67M 7.43% | 28.97M | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 399.50K | SH | $44.51M 3.25% | 399.50K | 0.00 | 0.00 |
STARZ ENTERTAINMENT CORP.SOLE | COM | 2.86M | SH | $32.93M 2.41% | 2.86M | 0.00 | 0.00 |
GRIFFON CORPSOLE | COM | 239.39K | SH | $17.40M 1.27% | 239.39K | 0.00 | 0.00 |
PATRIA INVESTMENTS LIMITEDSOLE | COM CL A | 900K | SH | $11.34M 0.83% | 900K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 300K | SH | $4.33M 0.32% | 300K | 0.00 | 0.00 |
OPTIMUM COMMUNICATIONS INCSOLE | CL A | 1.07M | SH | $1.39M 0.10% | 1.07M | 0.00 | 0.00 |