Q4 2025 · 13F-HR
Man Investment Partners (US) LPholdings as filed
Filed 2026-02-17 · accession 0001633312-26-000005
$63.9M
Reported value
5
Positions
2025-12-31
Period end
The Brief · Man Investment Partners (US) LP · Q4 2025
AI · grounded in 13F
Man Investment Partners (US) LP established a new position in NEXT valued at $48.88M. The fund also added new holdings in GSM for $6.02M and CCO for $4.61M. Other new entries include LTM and STRATEGY INC.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 65342K105 | NEXT | NEXTDECADE CORP | $48.9M | 76.5% | 9,274,894 | Common | SOLE |
| G33856108 | GSM | FERROGLOBE PLC | $6.0M | 9.43% | 1,297,552 | Common | SOLE |
| 18453H106 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | $4.6M | 7.22% | 2,086,715 | Common | SOLE |
| 51817R205 | LTM | LATAM AIRLINES GROUP SA | $3.5M | 5.56% | 65,709 | Common | SOLE |
| 594972AS0 | MSTR 0 12/01/29 | STRATEGY INC | $819,286 | 1.28% | 1,000,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.