MFN Partners Management
Latest statistics and disclosures from MFN Partners Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XPO, TLN, QXO, PFSI, RXO, and represent 90.22% of MFN Partners Management's stock portfolio.
- Reduced shares in these 1 stock: QXO (-$165M).
- MFN Partners Management was a net seller of stock by $-165M.
- MFN Partners Management has $5.0B in assets under management (AUM), dropping by 5.97%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 29.8 | $1.5B | 11M | 129.27 |
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| Talen Energy Corp (TLN) | 25.8 | $1.3B | 3.0M | 425.38 |
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| Qxo Com New (QXO) | 14.7 | $729M | -18% | 38M | 19.06 |
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| Pennymac Financial Services (PFSI) | 11.3 | $561M | 4.5M | 123.88 |
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| Rxo Common Stock (RXO) | 8.6 | $424M | 28M | 15.38 |
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| Cnx Resources Corporation (CNX) | 5.4 | $268M | 8.4M | 32.12 |
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| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 2.9 | $145M | 5.7M | 25.50 |
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| Bausch Health Companies (BHC) | 0.8 | $39M | 6.0M | 6.45 |
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| Ivanhoe Electric (IE) | 0.6 | $32M | 2.6M | 12.55 |
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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 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
- MFN Partners Management 2021 Q4 filed Feb. 11, 2022