MHR FUND MANAGEMENT LLC

NEW YORK, NY · CIK 1277742 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityMHR FUND MANAGEMENT LLC (US)

$1.9bn reported value +40.3% vs Q1 2026

11positions

100.0%in top 10

1 new 2 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TELESAT CORP CL A & CL B SHS TSAT	TSAT	18,035,092	$912.9m47.56%	47.56%	Unchanged
2	LIONSGATE STUDIOS CORP COM LION	LION	37,648,498	$576.4m30.03%	30.03%	Unchanged
3	HAFNIA LTD SHS HAFN	HAFN	20,446,652	$135.8m7.07%	7.07%	Added +1.9m	+1,950,000 10.5%
4	IOVANCE BIOTHERAPEUTICS INC COM IOVA	IOVA	28,967,103	$120.5m6.28%	6.28%	Unchanged
5	STARZ ENTERTAINMENT CORP. COM STRZ	STRZ	2,863,232	$82.6m4.31%	4.31%	Unchanged
6	APOLLO GLOBAL MGMT INC COM APO	APO	399,505	$47.3m2.46%	2.46%	Unchanged
7	GRIFFON CORP COM GFF	GFF	239,392	$23.3m1.22%	1.22%	Unchanged
8	PATRIA INVESTMENTS LIMITED COM CL A PAX	PAX	1,000,000	$11.0m0.57%	0.57%	Added +100.0k	+100,000 11.1%
9	TERAWULF INC COM WULF	WULF	300,000	$7.4m0.39%	0.39%	Unchanged
10	ALTICE USA INC CL A OPTU	OPTU	1,070,800	$1.6m0.08%	0.08%	Unchanged
11	STMICROELECTRONICS N V NY REGISTRY STM	STM	7,500	$561.7k0.03%	0.03%	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
TELESAT CORP TSAT · 13D · filed 2026-07-09	TSAT	35.5%≈ $916.0m		13D	2026-07-09
STARZ ENTERTAINMENT CORP. STRZ · 13D · filed 2025-06-04	STRZ	17.2%≈ $83.1m	+2.1 pts	13D	2025-06-04
LIONSGATE STUDIOS CORP LION · 13D · filed 2026-07-09	LION	13.0%≈ $580.4m	-0.1 pts	13D	2026-07-09