MFN Partners Management as of Sept. 30, 2025
Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 29.8 | $1.5B | 11M | 129.27 | |
| Talen Energy Corp (TLN) | 25.8 | $1.3B | 3.0M | 425.38 | |
| Qxo Com New (QXO) | 14.7 | $729M | 38M | 19.06 | |
| Pennymac Financial Services (PFSI) | 11.3 | $561M | 4.5M | 123.88 | |
| Rxo Common Stock (RXO) | 8.6 | $424M | 28M | 15.38 | |
| Cnx Resources Corporation (CNX) | 5.4 | $268M | 8.4M | 32.12 | |
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 2.9 | $145M | 5.7M | 25.50 | |
| Bausch Health Companies (BHC) | 0.8 | $39M | 6.0M | 6.45 | |
| Ivanhoe Electric (IE) | 0.6 | $32M | 2.6M | 12.55 |
