Vault-13

Man Investment Partners (US) LP

NEW YORK, NY · CIK 1633312 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2016 · limited partnership

As an employer

$359.3m reported value +326.2% vs Q1 2026
6positions
100.0%in top 10
1 new 0 added 0 reduced 1 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).

#SecurityTickerShares Value% of portfolioChangeShares change
1 DPC HOLDINGS PLC ORDINARY SHARES DPC DPC 5,725,192 $280.9m78.18% 78.18% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 5.7m
2 NEXTDECADE CORP COM NEXT NEXT 9,274,894 $69.9m19.46% 19.46% UnchangedShares held: Q3 2025 0, Q4 2025 9.3m, Q1 2026 9.3m, Q2 2026 9.3m
3 LATAM AIRLINES GROUP SA SPONSORED ADR LTM LTM 65,709 $3.8m1.07% 1.07% UnchangedShares held: Q3 2025 0, Q4 2025 65.7k, Q1 2026 65.7k, Q2 2026 65.7k
4 CLEAR CHANNEL OUTDOOR HLDGS COM CCO CCO 1,043,358 $2.5m0.70% 0.70% UnchangedShares held: Q3 2025 0, Q4 2025 2.1m, Q1 2026 1.0m, Q2 2026 1.0m
5 BURFORD CAP LTD ORD SHS BUR BUR 309,828 $1.3m0.35% 0.35% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 309.8k, Q2 2026 309.8k
6 STRATEGY INC NOTE 12/0 · principal MSTR 0 12.01.29 · principal MSTR 0 12.01.29 1,000,000 $857.8k0.24% 0.24% UnchangedPrincipal held: Q3 2025 0, Q4 2025 1.0m, Q1 2026 1.0m, Q2 2026 1.0m

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
FERROGLOBE PLC GSM GSM 1,286,367 $5.3m1.3m shares