MFN Partners Management
Latest statistics and disclosures from MFN Partners Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XPO, TLN, PFSI, QXO, RXO, and represent 89.39% of MFN Partners Management's stock portfolio.
- Reduced shares in these 1 stock: QXO (-$154M).
- MFN Partners Management was a net seller of stock by $-154M.
- MFN Partners Management has $4.7B in assets under management (AUM), dropping by -4.95%.
- Central Index Key (CIK): 0001732811
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Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 9 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 33.0 | $1.6B | 11M | 135.91 |
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| Talen Energy Corp (TLN) | 23.9 | $1.1B | 3.0M | 374.84 |
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| Pennymac Financial Services (PFSI) | 12.7 | $598M | 4.5M | 131.84 |
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| Qxo Com New (QXO) | 12.4 | $584M | -20% | 30M | 19.29 |
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| Rxo Common Stock (RXO) | 7.4 | $349M | 28M | 12.64 |
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| Cnx Resources Corporation (CNX) | 6.5 | $307M | 8.4M | 36.77 |
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| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 2.3 | $110M | 5.7M | 19.27 |
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| Bausch Health Companies (BHC) | 0.9 | $42M | 6.0M | 6.95 |
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| Ivanhoe Electric (IE) | 0.9 | $41M | 2.6M | 15.98 |
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Past Filings by MFN Partners Management
SEC 13F filings are viewable for MFN Partners Management going back to 2018
- MFN Partners Management 2025 Q4 filed Feb. 12, 2026
- MFN Partners Management 2025 Q3 filed Nov. 13, 2025
- MFN Partners Management 2025 Q2 filed Aug. 8, 2025
- MFN Partners Management 2025 Q1 filed May 13, 2025
- MFN Partners Management 2024 Q4 filed Feb. 12, 2025
- MFN Partners Management 2024 Q3 filed Nov. 13, 2024
- MFN Partners Management 2024 Q2 filed Aug. 12, 2024
- MFN Partners Management 2024 Q1 filed May 10, 2024
- MFN Partners Management 2023 Q3 filed Nov. 13, 2023
- MFN Partners Management 2023 Q2 filed Aug. 11, 2023
- MFN Partners Management 2023 Q1 filed May 12, 2023
- MFN Partners Management 2022 Q4 amended filed April 27, 2023
- MFN Partners Management 2022 Q4 filed Feb. 10, 2023
- MFN Partners Management 2022 Q3 filed Nov. 10, 2022
- MFN Partners Management 2022 Q2 filed Aug. 12, 2022
- MFN Partners Management 2022 Q1 filed May 13, 2022