MHR Fund Management LLC holds a concentrated book of 10 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Terawulf Inc. Their largest long position is Telesat Corp at 48% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1277742/holdings"
Use Arkolith to show MHR FUND MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Telesat Corp CL A & CL B SHS | $652.9M | 18.04M | 47.7% | —Held | |
| 2 | Lionsgate Studios Corp COM | $361.0M | 37.65M | 26.4% | —Held | |
| 3 | Hafnia Ltd SHS | $140.6M | 18.50M | 10.3% | —Held | |
| 4 | Iovance Biotherapeutics Inc COM | $101.7M | 28.97M | 7.4% | —Held | |
| 5 | Apollo Global Mgmt Inc COM | $44.5M | 399.5K | 3.3% | —Held | |
| 6 | Starz Entertainment Corp. COM | $32.9M | 2.86M | 2.4% | —Held | |
| 7 | Griffon Corp COM | $17.4M | 239.4K | 1.3% | ▲+92% Added · +114K sh | |
| 8 | Patria Investments Limited COM CL A | $11.3M | 900.0K | 0.8% | ▲+13% Added · +100K sh | |
| 9 | Terawulf Inc COM | $4.3M | 300.0K | 0.3% | ▲New New position | |
| 10 | Optimum Communications Inc CL A | $1.4M | 1.07M | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.