2026 Q2 Portfolio Activity
In 2026 Q2, Man Investment Partners (US) LP maintained a portfolio of 7 distinct positions. They heavily accumulated shares in DPC HOLDINGS PLC, increasing the position by 472.5%. Conversely, Man Investment Partners (US) LP completely exited their position in FERROGLOBE PLC.
Position History
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Total Positions
7
Quarter
2026 Q2
Top Holding
N/A (78.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Man Investment Partners (US) LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
DPC HOLDINGS PL...
|
|
Unknown | 78.18% | — |
#1
Prev: #—
|
9.5 |
—
|
5,725,192 | — |
NEW
|
5,725,192 | $280,877,920 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
NEXT
NEXTDECADE CORP
|
Energy | 19.46% | 84.28% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
9,274,894 | $69,932,701 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LTM
LATAM AIRLINES ...
|
Industrials | 1.07% | 3.85% |
#3
Prev: #3
|
2.4 |
—
|
no change | no change |
P
S
|
65,709 | $3,828,863 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CCO
CLEAR CHANNEL O...
|
Communication Services | 0.70% | 2.93% |
#4
Prev: #4
|
1.8 |
—
|
no change | no change |
P
S
|
1,043,358 | $2,524,926 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BUR
BURFORD CAPITAL...
|
Financial Services | 0.35% | 1.66% |
#5
Prev: #5
|
1.6 |
—
|
no change | no change |
P
S
|
309,828 | $1,270,295 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
STRATEGY INC
|
|
Bond/Debt | 0.24% | 0.99% |
#6
Prev: #6
|
1.1 |
—
|
no change | no change |
P
S
|
1,000,000 | $857,824 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
GSM
FERROGLOBE PLC
|
Basic Materials | 0.00% | 6.29% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-1,286,367 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-7 of 7 holdings