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, RXO, PFSI, and represent 93.05% of MFN Partners Management's stock portfolio.
  • Added to shares of these 1 stock: RXO (+$7.8M).
  • Reduced shares in these 2 stocks: CNX (-$307M), QXO (-$133M).
  • Sold out of its position in CNX.
  • MFN Partners Management was a net seller of stock by $-432M.
  • MFN Partners Management has $4.8B in assets under management (AUM), dropping by 0.91%.
  • Central Index Key (CIK): 0001732811

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Portfolio Holdings for MFN Partners Management

MFN Partners Management holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xpo Logistics Inc equity (XPO) 46.6 $2.2B 11M 194.55
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Talen Energy Corp (TLN) 20.1 $958M 3.0M 319.23
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Qxo Com New (QXO) 9.5 $456M -22% 24M 19.42
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Rxo Common Stock (RXO) 8.6 $411M 28M 14.62
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Pennymac Financial Services (PFSI) 8.3 $396M 4.5M 87.40
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Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) 5.1 $244M 5.7M 42.90
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Bausch Health Companies (BHC) 0.7 $32M 6.0M 5.40
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Ivanhoe Electric (IE) 0.6 $30M 2.6M 11.82
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Rice Acquisition Corp 3 Ord Shs Cl A (KRSP) 0.5 $25M 2.4M 10.31
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Rice Acquisition Corp 3 *w Exp 99/99/999 (KRSP.WS) 0.0 $320k 400k 0.80
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Past Filings by MFN Partners Management

SEC 13F filings are viewable for MFN Partners Management going back to 2018

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