MFN Partners Management, LP: 13F holdings

CIK 17328112026Q2

Positions9
Reported value$4.8bn
Filed2026-08-12

Change since last quarter

Positions9 (-1 vs prior quarter)
Reported value$4.8bn (+1.2%)

Top 10 holdings

SecuritySharesValueWeight
XPO XPO INC9,869,691$2.0bn41.9%
TLN TALEN ENERGY CORP3,000,000$1.2bn23.8%
RXO RXO INC28,109,942$775.6m16.0%
QXO QXO INC23,454,350$405.3m8.4%
PFSI PENNYMAC FINL SVCS INC NEW4,531,792$394.7m8.2%
BHC BAUSCH HEALTH COS INC6,000,000$29.6m0.6%
RICE ACQUISITION CORP 32,400,000$25.2m0.5%
IE IVANHOE ELECTRIC INC2,553,191$24.5m0.5%
RICE ACQUISITION CORP 3400,000$396,0000.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1732811")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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