Man Investment Partners (US) LP 13F Portfolio

CIK 1633312 Filing since Q4 2025 Q2 2026 filed Aug 11, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 11, 2026.

Portfolio Snapshot

5 positions · Q2 2026

Man Investment Partners (US) LP reported 5 positions worth $358.43M for the quarter ended Jun 30, 2026, up 329.4% on the prior quarter. It opened 1 new position, added to 0, trimmed 0 and exited 1. Its largest holding is DPC Holdings PLC at 78.4% of the portfolio.

Portfolio Value
$358.43M
+329.4% QoQ · — YoY
Positions
5
1 new · 1 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
DPC 78.4%
DPC Holdings PLC
Net Buying
+$275.58M
$280.88M bought · $5.30M sold
Turnover
2.4%
of the portfolio traded
Top Sector
Industrials
79.4% of value
Track Record
3
quarters on file since Q4 2025

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

4 sectors
79.43%
Industrials
Industrials79.43%
Energy19.51%
Real Estate0.704%
Financial Services0.354%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

IndustrialsEnergyReal EstateFinancial ServicesBasic Materials

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
DPC DPC Holdings PLC +5.73M – $280.88M 78.36%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
GSM Ferroglobe PLC -1.29M -100.0% $5.30M Exited

New Positions

Q2 2026
Holding Shares Trade Value Weight
DPC DPC Holdings PLC +5.73M $280.88M 78.36%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
GSM Ferroglobe PLC -1.29M $5.30M 6.35%
Holdings · Q2 2026

5 Positions

As ofJun 30, 2026
Value$358.43M
Top 10100%
Avg position$71.69M
# Activity
Showing all 5 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Man Investment Partners (US).

About Man Investment Partners (US) LP’s 13F Portfolio

What are Man Investment Partners (US) LP’s largest holdings?

As of its Q2 2026 13F filing, Man Investment Partners (US) LP’s five largest positions were DPC Holdings PLC (DPC) at 78.4%, NextDecade Corp (NEXT) at 19.5%, Latam Airlines Group S.A. (LTM) at 1.1%, Clear Channel Outdoor Holdings, Inc. (CCO) at 0.7%, Burford Capital Ltd (BUR) at 0.4% of the reported portfolio.

How much is Man Investment Partners (US) LP’s portfolio worth?

Man Investment Partners (US) LP reported a 13F portfolio worth $358.43M across 5 positions for Q2 2026. That is up 329.4% from the previous quarter.

What did Man Investment Partners (US) LP buy in Q2 2026?

Its largest purchases by value were DPC Holdings PLC ($280.88M). It opened 1 new positions.

What did Man Investment Partners (US) LP sell in Q2 2026?

Its largest sales by value were Ferroglobe PLC ($5.30M). It exited 1 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Man Investment Partners (US) LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.