MFN Partners Management
Latest statistics and disclosures from MFN Partners Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XPO, QXO, RXO, TLN, PFSI, and represent 76.93% of MFN Partners Management's stock portfolio.
- Added to shares of these 5 stocks: QXO (+$850M), TLN (+$535M), CNX (+$489M), RXO (+$288M), FWRD (+$14M).
- Started 3 new stock positions in CNX, QXO, TLN.
- Reduced shares in these 1 stock: LAD (-$225M).
- Sold out of its position in LAD.
- MFN Partners Management was a net buyer of stock by $1.9B.
- MFN Partners Management has $5.1B in assets under management (AUM), dropping by 71.97%.
- Central Index Key (CIK): 0001732811
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Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 24.2 | $1.2B | 11M | 107.51 |
|
|
| Qxo Com New (QXO) | 16.8 | $850M | NEW | 54M | 15.77 |
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| Rxo Common Stock (RXO) | 15.2 | $772M | +59% | 28M | 28.00 |
|
| Talen Energy Corp (TLN) | 10.5 | $535M | NEW | 3.0M | 178.24 |
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| Pennymac Financial Services (PFSI) | 10.2 | $517M | 4.5M | 113.97 |
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| Cnx Resources Corporation (CNX) | 9.6 | $489M | NEW | 15M | 32.57 |
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| Hca Holdings (HCA) | 7.8 | $396M | 974k | 406.43 |
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| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 3.3 | $169M | 5.7M | 29.72 |
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| Bausch Health Companies (BHC) | 1.0 | $49M | 6.0M | 8.16 |
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| Forward Air Corporation (FWRD) | 0.9 | $46M | +42% | 1.3M | 35.40 |
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| Ivanhoe Electric (IE) | 0.4 | $22M | 2.6M | 8.46 |
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| Cyclerion Therapeutics (CYCN) | 0.0 | $437k | 170k | 2.58 |
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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 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
- MFN Partners Management 2021 Q3 filed Nov. 12, 2021
- MFN Partners Management 2021 Q2 filed Aug. 13, 2021
- MFN Partners Management 2021 Q1 filed May 17, 2021
- MFN Partners Management 2020 Q4 filed Feb. 12, 2021