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MHR FUND MANAGEMENT LLC

Q2 2025 · Filed 2025-08-14
Market Value
$637M
-23.5%
Holdings
9
-1
New Purchases
0
Added To
3
Closed
2
Reduced
1
Top 10 Concentration
100.0%
Turnover
22.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSAT 69.22% 40.82% +28.40% $441M
HAFN 10.86% 5.00% +5.87% $69M
APO 10.58% 8.23% +2.35% $67M
PAX 1.39% 0.27% +1.12% $9M
ATUS 0.06% 0.05% +0.00% $359K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LGF-A 0.00% 21.41% -21.41% $0
LGF-B 0.00% 14.38% -14.38% $0
IOVA 7.82% 9.77% -1.95% $50M
DVAX 0.07% 0.07% -0.00% $441K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $67M 10.6%
Mid Cap 1 $69M 10.9%
Small Cap 7 $500M 78.6%

Portfolio Analytics

Avg Market Cap
$9.9B
Median Market Cap
$1.8B
Avg P/E
24.1
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TSAT 69.22% 18,035,092 $441M $24.44 $101M
2 HAFN 10.86% 13,865,532 $69M $4.99 $28M +3,865,532 +38.7%
3 APO 10.58% 475,000 $67M $141.87 -$1M -25,000 -5.0%
4 IOVA 7.82% 28,967,103 $50M $1.72 -$31M +4,550,000 +18.6%
5 PAX 1.39% 627,982 $9M $14.06 $7M +427,982 +214.0%
6 DVAX 0.07% 44,499 $441K $9.92 -$136K
7 ATUS 0.06% 167,800 $359K $2.14 -$87K
8 LGF-B —% -$120M -15,105,523 -100.0% SOLD
9 LGF-A —% -$178M -20,127,661 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
LGF-B —%
LGF-A —%
View SEC EDGAR Filings for MHR FUND MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms