Man Investment Partners (US) LP

Portfolio Overview

Man Investment Partners (US) LP disclosed 6 positions worth $359.3M in its Form 13F-HR for Q2 2026, led by $DPC (DPC Holdings PLC) at 78.2% of the equity portfolio, followed by $NEXT and $LTM. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $DPC and a full exit from $GSM. The portfolio is most concentrated in Materials (78.2% of disclosed assets). All figures are sourced directly from Man Investment Partners (US) LP’s Form 13F-HR filing with the SEC under CIK 1633312.

• 

  DPC Holdings PLC

  $DPC

  —

  Quality

  $280.9M5,725,192 sh
• 

  NextDecade Corp

  $NEXT

  —

  Quality

  $69.9M9,274,894 sh
• 

  LATAM AIRLINES GROUP S.A.

  $LTM

  —

  Quality

  $3.8M65,709 sh
• 

  Clear Channel Outdoor Holdings, Inc.

  $CCO

  42.7

  Quality

  $2.5M1,043,358 sh
• 

  Burford Capital Ltd

  $BUR

  —

  Quality

  $1.3M309,828 sh
• 

  Strategy Inc

  $MSTR

  17.9

  Quality

  $857.8K1,000,000 sh

Company	Quality	Value	Shares
DPC Holdings PLC$DPC	—	$280.9M	5,725,192
NextDecade Corp$NEXT	—	$69.9M	9,274,894
LATAM AIRLINES GROUP S.A.$LTM	—	$3.8M	65,709
Clear Channel Outdoor Holdings, Inc.$CCO	42.7	$2.5M	1,043,358
Burford Capital Ltd$BUR	—	$1.3M	309,828
Strategy Inc$MSTR	17.9	$857.8K	1,000,000

Showing top 6 of 6 holdings.

Full Holdings — Man Investment Partners (US) LP (Q2 2026)

All 6 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$DPC	DPC Holdings PLC	$280.9M	78.2%	NEW	—
2	$NEXT	NextDecade Corp	$69.9M	19.5%	+0%	—
3	$LTM	LATAM AIRLINES GROUP S.A.	$3.8M	1.1%	+0%	—
4	$CCO	Clear Channel Outdoor Holdings, Inc.	$2.5M	0.7%	+0%	42.7
5	$BUR	Burford Capital Ltd	$1.3M	0.3%	+0%	—
6	$MSTR	Strategy Inc	$857,824	0.2%	+0%	17.9