Man Investment Partners (US) LP
NEW YORK, NY
$358m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 78.4% of the portfolio this quarter.
Value
$358m
Stocks
5
Top 10 share
100.0%
Turnover
78.4%
What changed this quarter
New
Bought for the first time this quarter.
- DPC HoldingsDPC78.4% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- FerroglobeGSM-100%
Holdings
- DPC HoldingsDPC
- Share
- 78.4%
- Value
- $281m
- Shares
- 5,725,192
New
- Latam Airlines Group SALTM
- Share
- 1.1%
- Value
- $4m
- Shares
- 65,709
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| DPC HoldingsDPC | 78.4% | $281m | 5,725,192 | New |
| NextDecadeNEXT | 19.5% | $70m | 9,274,894 | Held |
| Latam Airlines Group SALTM | 1.1% | $4m | 65,709 | Held |
| Clear Channel Outdoor HoldingsCCO | 0.7% | $3m | 1,043,358 | Held |
| Burford CapitalBUR | 0.4% | $1m | 309,828 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 468.4% since 31 December 2025.
Where the money is
Materials78.4%
Utilities19.5%
Media & telecom0.7%
Financial services0.4%
Other1.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.