MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 10
- 0 vs. Q1 2024
- Portfolio value
- $2.95B
- −$574.1M (−16.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 11,425,369 | $1.21B | 41.1% | −1,250,000−9.9% | Reduced | History |
| RXORXO, Inc. | COMMON STOCK | 17,310,856 | $452.7M | 15.3% | +1,722,301+11.0% | Added | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $428.7M | 14.5% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 973,898 | $312.9M | 10.6% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $234.2M | 7.9% | 00.0% | Unchanged | – |
| LADLithia Motors Inc | COM | 890,000 | $224.7M | 7.6% | −661,077−42.6% | Reduced | History |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $41.8M | 1.4% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $23.9M | 0.8% | 00.0% | Unchanged | History |
| FWRDForward Air Corp | COM | 903,777 | $17.2M | 0.6% | +903,777 | New | History |
| KRSAKorsana Biosciences, Inc. | Stock | 169,460 | $386.4K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.