Man Investment Partners (US) LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Man Investment Partners (US) LP reported 5 stock positions worth $358.4 million. Its top holding was DPC (DPC) at 78.4% of the portfolio, followed by Nextdecade (NEXT, 19.5%) and Latam Airlines Group SA-ADR (LTM, 1.1%). Compared with Q1 2026, it opened 1 new position and sold out of 1. The biggest buy was a new position in DPC (DPC) and the biggest sale an exit from Ferroglobe (GSM).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001633312
Portfolio Value
$358.4M (Q2 2026)
SEC Filing
0001633312-26-000020 ↗ filed Aug 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2025: $63.1M Q4 2025 Q1 2026: $83.5M Q1 2026 Q2 2026: $358.4M $358.4M Q2 2026

Holdings 5 stocks · $358.4M
DPC DPC Holdings PLC 78.36% 5,725,192 $280.9M New
NEXT Nextdecade Corp. 19.51% 9,274,894 $69.9M No change
LTM Latam Airlines Group SA-ADR 1.07% 65,709 $3.8M No change
CCO Clear Channel Outdoor Holdin 0.70% 1,043,358 $2.5M No change
BUR Burford Capital Ltd. 0.35% 309,828 $1.3M No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $858K (not counted above)
SecurityClassShares / PrincipalValueChange
STRATEGY INC (MSTR 0 12/01/29) NOTE 12/0 · principal 1,000,000$858KNo change

Total filed on the 13F, all lines: $359.3M.

Portfolio Sells Q1 2026 → Q2 2026
GSM Ferroglobe PLC Sold out 0.00% −6.35

Portfolio Buys Q1 2026 → Q2 2026
DPC DPC Holdings PLC New 78.36% +78.36

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$358.4MDPC, NEXT, LTM, CCO, BUR
Q1 2026 5$83.5MNEXT, GSM, LTM, CCO, BUR
Q4 2025 4$63.1MNEXT, GSM, CCO, LTM