MFN Partners Management, LP 13F holdings
MFN Partners Management, LP reported 8 positions with a total reported value of $4.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-12. Top holdings by reported value: XPO XPO INC (41.9%), TLN TALEN ENERGY CORP (23.8%), RXO RXO INC (16.0%), QXO QXO INC (8.4%), PENNYMAC FINL SVCS INC NEW (8.2%). Against 2026-03-31 it opened 0 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
8 largest of 8 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| XPO XPO INC | 9,869,691 | $2.0B | 41.9% |
| TLN TALEN ENERGY CORP | 3,000,000 | $1.2B | 23.8% |
| RXO RXO INC | 28,109,942 | $775.6M | 16.0% |
| QXO QXO INC | 23,454,350 | $405.3M | 8.4% |
| PENNYMAC FINL SVCS INC NEW | 4,531,792 | $394.7M | 8.2% |
| BHC BAUSCH HEALTH COS INC | 6,000,000 | $29.6M | 0.6% |
| KRSP RICE ACQUISITION CORP 3 | 2,800,000 | $25.6M | 0.5% |
| IE IVANHOE ELECTRIC INC | 2,553,191 | $24.5M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| OCCIDENTAL PETE CORP | 5,690,600 | $244.1M | 5.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| XPO XPO INC | 11,425,369 | 9,869,691 | -13.6% | $2.0B |
CIK 1732811 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
