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MHR FUND MANAGEMENT LLC

Q3 2025 · Filed 2025-11-14
Market Value
$719M
+12.9%
Holdings
8
-1
New Purchases
1
Added To
2
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HAFN 14.32% 10.86% +3.45% $103M
GFF 1.32% 0.00% +1.32% $10M
IOVA 8.74% 7.82% +0.92% $63M
PAX 1.62% 1.39% +0.24% $12M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
APO 7.40% 10.58% -3.18% $53M
TSAT 66.47% 69.22% -2.75% $478M
DVAX 0.06% 0.07% -0.01% $442K
ATUS 0.06% 0.06% -0.00% $404K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $53M 7.4%
Mid Cap 2 $112M 15.6%
Small Cap 5 $553M 77.0%

Portfolio Analytics

Avg Market Cap
$11.1B
Median Market Cap
$1.8B
Avg P/E
49.8
Median P/E
29.9
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TSAT 66.47% 18,035,092 $478M $26.50 $37M
2 HAFN 14.32% 17,186,714 $103M $5.99 $34M +3,321,182 +23.9%
3 IOVA 8.74% 28,967,103 $63M $2.17 $13M
4 APO 7.40% 399,505 $53M $133.27 -$14M -75,495 -15.9%
5 PAX 1.62% 800,000 $12M $14.60 $3M +172,018 +27.4%
6 GFF 1.32% 125,000 $10M $76.15 +125,000 NEW
7 DVAX 0.06% 44,499 $442K $9.93 $445
8 ATUS 0.06% 167,800 $404K $2.41 $45K

New Positions

SymbolValue% Port
GFF $10M 1.32%
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