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MHR FUND MANAGEMENT LLC

Q4 2025 · Filed 2026-02-17
Market Value
$785M
+9.1%
Holdings
8
New Purchases
0
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IOVA 10.08% 8.74% +1.34% $79M
TSAT 66.88% 66.47% +0.41% $525M
ATUS 0.23% 0.06% +0.17% $2M
DVAX 0.09% 0.06% +0.03% $684K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HAFN 12.56% 14.32% -1.75% $99M
GFF 1.17% 1.32% -0.15% $9M
APO 7.37% 7.40% -0.03% $58M
PAX 1.62% 1.62% -0.00% $13M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $58M 7.4%
Mid Cap 2 $108M 13.7%
Small Cap 5 $619M 78.9%

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 66.88% 18,035,092 $525M $29.10 $47M
2 HAFN 12.56% 18,496,652 $99M $5.33 -$4M +1,309,938 +7.6%
3 IOVA 10.08% 28,967,103 $79M $2.73 $16M
4 APO 7.37% 399,505 $58M $144.76 $5M
5 PAX 1.62% 800,000 $13M $15.89 $1M
6 GFF 1.17% 125,000 $9M $73.65 -$312K
7 ATUS 0.23% 1,070,800 $2M $1.65 $1M +903,000 +538.1%
8 DVAX 0.09% 44,499 $684K $15.38 $243K
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