MFN Partners Management

Latest statistics and disclosures from MFN Partners Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are XPO, TLN, RXO, QXO, PFSI, and represent 98.35% of MFN Partners Management's stock portfolio.
  • Reduced shares in these 2 stocks: XPO (-$319M), OXY.WS (-$244M).
  • Sold out of its position in OXY.WS.
  • MFN Partners Management was a net seller of stock by $-564M.
  • MFN Partners Management has $4.8B in assets under management (AUM), dropping by 1.24%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xpo Logistics Inc equity (XPO) 41.9 $2.0B -13% 9.9M 205.29
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Talen Energy Corp (TLN) 23.8 $1.2B 3.0M 384.26
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Rxo Common Stock (RXO) 16.0 $776M 28M 27.59
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Qxo Com New (QXO) 8.4 $405M 24M 17.28
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Pennymac Financial Services (PFSI) 8.2 $395M 4.5M 87.10
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Bausch Health Companies (BHC) 0.6 $30M 6.0M 4.93
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Rice Acquisition Corp 3 Ord Shs Cl A (KRSP) 0.5 $25M 2.4M 10.50
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Ivanhoe Electric (IE) 0.5 $25M 2.6M 9.61
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Rice Acquisition Corp 3 *w Exp 99/99/999 (KRSP.WS) 0.0 $396k 400k 0.99
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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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