MFN Partners Management as of March 31, 2026
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 | |
| Talen Energy Corp (TLN) | 20.1 | $958M | 3.0M | 319.23 | |
| Qxo Com New (QXO) | 9.5 | $456M | 24M | 19.42 | |
| Rxo Common Stock (RXO) | 8.6 | $411M | 28M | 14.62 | |
| Pennymac Financial Services (PFSI) | 8.3 | $396M | 4.5M | 87.40 | |
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 5.1 | $244M | 5.7M | 42.90 | |
| Bausch Health Companies (BHC) | 0.7 | $32M | 6.0M | 5.40 | |
| Ivanhoe Electric (IE) | 0.6 | $30M | 2.6M | 11.82 | |
| Rice Acquisition Corp 3 Ord Shs Cl A (KRSP) | 0.5 | $25M | 2.4M | 10.31 | |
| Rice Acquisition Corp 3 *w Exp 99/99/999 (KRSP.WS) | 0.0 | $320k | 400k | 0.80 |
