MFN Partners Management as of Dec. 31, 2025
Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 9 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 33.0 | $1.6B | 11M | 135.91 | |
| Talen Energy Corp (TLN) | 23.9 | $1.1B | 3.0M | 374.84 | |
| Pennymac Financial Services (PFSI) | 12.7 | $598M | 4.5M | 131.84 | |
| Qxo Com New (QXO) | 12.4 | $584M | 30M | 19.29 | |
| Rxo Common Stock (RXO) | 7.4 | $349M | 28M | 12.64 | |
| Cnx Resources Corporation (CNX) | 6.5 | $307M | 8.4M | 36.77 | |
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 2.3 | $110M | 5.7M | 19.27 | |
| Bausch Health Companies (BHC) | 0.9 | $42M | 6.0M | 6.95 | |
| Ivanhoe Electric (IE) | 0.9 | $41M | 2.6M | 15.98 |
