Man Investment Partners (US) LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Man Investment Partners (US) LP reported 5 stock positions worth $83.5 million. Its top holding was Nextdecade (NEXT) at 85.1% of the portfolio, followed by Ferroglobe (GSM, 6.3%) and Latam Airlines Group SA-ADR (LTM, 3.9%). Compared with Q4 2025, it opened 1 new position and reduced 2. The biggest buy was a new position in Burford Capital (BUR) and the biggest sale Clear Channel Outdoor Holdin (CCO, shares −50%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001633312
Portfolio Value
$83.5M (Q1 2026)
SEC Filing
0001633312-26-000017 ↗ filed May 15, 2026

Holdings Value

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

Holdings 5 stocks · $83.5M

NEXT Nextdecade Corp. 85.12% 9,274,894 $71.0M No change
GSM Ferroglobe PLC 6.35% 1,286,367 $5.3M Reduce -0.9%
LTM Latam Airlines Group SA-ADR 3.89% 65,709 $3.2M No change
CCO Clear Channel Outdoor Holdin 2.96% 1,043,358 $2.5M Reduce -50.0%
BUR Burford Capital Ltd. 1.68% 309,828 $1.4M New
Other holdings (1): bonds, preferreds, convertibles and warrants · $832K (not counted above)
SecurityClassShares / PrincipalValueChange
STRATEGY INC (MSTR 0 12/01/29) NOTE 12/0 · principal 1,000,000$832KNo change

Total filed on the 13F, all lines: $84.3M.

Portfolio Sells Q4 2025 → Q1 2026

CCO Clear Channel Outdoor Holdin Reduce -50.0% 2.96% −4.35
GSM Ferroglobe PLC Reduce -0.9% 6.35% −3.20

Portfolio Buys Q4 2025 → Q1 2026

BUR Burford Capital Ltd. New 1.68% +1.68

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