Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dpc Holdings PLCCUSIP G2R11M108 | $280.9M | 78.4% | New |
| NEXTNextdecade Corp | $69.9M | 19.5% | |
| LTMLatam Airlines Group Sa | $3.8M | 1.1% | |
| Clear Channel Outdoor HldgsCUSIP 18453H106 | $2.5M | 0.7% | |
| Burford Capital LimitedCUSIP G17977110 | $1.3M | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NEXTNextdecade Corp | December 31, 2025 | +43.1% | $69.9M |
| Clear Channel Outdoor HldgsCUSIP 18453H106 | December 31, 2025 | +9.5% | $2.5M |
| LTMLatam Airlines Group Sa | December 31, 2025 | +7.9% | $3.8M |
| Burford Capital LimitedCUSIP G17977110 | March 31, 2026 | −9.3% | $1.3M |
Sold off last quarter
- Ferroglobe PLCCUSIP G33856108 was $5.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −2.2% | +14.8% |
| March 31, 2026 | +34.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Man Investment Partners (US) LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633312&type=13F-HR&dateb=&owner=include&count=40CIK 1633312
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1633312/000163331226000020/Filed August 13, 2026 · accession 0001633312-26-000020