MFN Partners Management as of June 30, 2025
Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 30.9 | $1.4B | 11M | 126.29 | |
| Qxo Com New (QXO) | 21.6 | $1.0B | 47M | 21.54 | |
| Talen Energy Corp (TLN) | 18.7 | $872M | 3.0M | 290.77 | |
| Pennymac Financial Services (PFSI) | 9.7 | $452M | 4.5M | 99.64 | |
| Rxo Common Stock (RXO) | 9.3 | $434M | 28M | 15.72 | |
| Cnx Resources Corporation (CNX) | 6.0 | $281M | 8.4M | 33.68 | |
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 2.5 | $118M | 5.7M | 20.71 | |
| Bausch Health Companies (BHC) | 0.9 | $40M | 6.0M | 6.66 | |
| Ivanhoe Electric (IE) | 0.5 | $23M | 2.6M | 9.07 |
