# MHR Fund Management LLC 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 10 long-equity positions.
> CIK 1277742. Latest filing Q1 2026, as of quarter end 2026-03-31. Long-equity book $1.4B.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | n/a | Telesat Corp | $652.9M | 47.7% | Held |
| 2 | n/a | Lionsgate Studios Corp | $361.0M | 26.4% | Held |
| 3 | n/a | Hafnia Ltd | $140.6M | 10.3% | Held |
| 4 | n/a | Iovance Biotherapeutics Inc | $101.7M | 7.4% | Held |
| 5 | n/a | Apollo Global Mgmt Inc | $44.5M | 3.3% | Held |
| 6 | n/a | Starz Entertainment Corp. | $32.9M | 2.4% | Held |
| 7 | n/a | Griffon Corp | $17.4M | 1.3% | Added |
| 8 | n/a | Patria Investments Limited | $11.3M | 0.8% | Added |
| 9 | n/a | Terawulf Inc | $4.3M | 0.3% | New |
| 10 | n/a | Optimum Communications Inc | $1.4M | 0.1% | Held |

## Latest moves

Bought: Terawulf Inc, Griffon Corp, Patria Investments Limited
Sold: none this quarter

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1277742/000101143826000344/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/mhr-fund-management-llc-1277742
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._