Man Investment Partners (US) LP
•CIK: 1633312•Filing: Q4 2025
**Man Investment Partners (US) LP** manages $64M across a concentrated portfolio of five positions. The fund exhibits a significant overweighting in NextEra Energy (NEXT), holding $48.9M, representing approximately 76% of its disclosed assets. Secondary allocations include TFC-PR ($6.0M), CCO ($4.6M), LTM ($3.5M), and BK-PK ($0.8M). This structure indicates a high conviction, single-stock focus within its current investment mandate.
Total AUM
$63.1M
QoQ Performance
N/A
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NEXT
FERR
CCO
LTM
NEXT77.5%
FERROGLOBE9.5%
CCO7.3%
LTM5.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%