Man Investment Partners (US) LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Man Investment Partners (US) LP reported 4 stock positions worth $63.1 million. Its top holding was Nextdecade (NEXT) at 77.5% of the portfolio, followed by Ferroglobe (GSM, 9.5%) and Clear Channel Outdoor Holdin (CCO, 7.3%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001633312
Portfolio Value
$63.1M (Q4 2025)
SEC Filing
0001633312-26-000005 ↗ filed Feb 17, 2026

Holdings Value

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

Holdings 4 stocks · $63.1M

NEXT Nextdecade Corp. 77.51% 9,274,894 $48.9M —
GSM Ferroglobe PLC 9.55% 1,297,552 $6.0M —
CCO Clear Channel Outdoor Holdin 7.31% 2,086,715 $4.6M —
LTM Latam Airlines Group SA-ADR 5.63% 65,709 $3.5M —
Other holdings (1): bonds, preferreds, convertibles and warrants · $819K (not counted above)
SecurityClassShares / PrincipalValueChange
STRATEGY INC (MSTR 0 12/01/29) NOTE 12/0 · principal 1,000,000$819K—

Total filed on the 13F, all lines: $63.9M.

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

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