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, CNX, and represent 79.89% of MFN Partners Management's stock portfolio.
- Reduced shares in these 2 stocks: QXO (-$111M), CYCN.
- Sold out of its position in CYCN.
- MFN Partners Management was a net seller of stock by $-112M.
- MFN Partners Management has $5.1B in assets under management (AUM), dropping by 0.11%.
- Central Index Key (CIK): 0001732811
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Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 29.5 | $1.5B | 11M | 131.15 |
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| Qxo Com New (QXO) | 14.7 | $746M | -12% | 47M | 15.90 |
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| Rxo Common Stock (RXO) | 12.9 | $658M | 28M | 23.84 |
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| Talen Energy Corp (TLN) | 11.9 | $604M | 3.0M | 201.47 |
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| Cnx Resources Corporation (CNX) | 10.8 | $550M | 15M | 36.67 |
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| Pennymac Financial Services (PFSI) | 9.1 | $463M | 4.5M | 102.14 |
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| Hca Holdings (HCA) | 5.8 | $292M | 974k | 300.15 |
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| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 3.1 | $157M | 5.7M | 27.55 |
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| Bausch Health Companies (BHC) | 1.0 | $48M | 6.0M | 8.06 |
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| Forward Air Corporation (FWRD) | 0.8 | $42M | 1.3M | 32.25 |
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| Ivanhoe Electric (IE) | 0.4 | $19M | 2.6M | 7.55 |
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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 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
- 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