MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 12
- +2 vs. Q2 2024
- Portfolio value
- $5.07B
- +$2.12B (+72.0%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 11,425,369 | $1.23B | 24.2% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 53,908,701 | $850.1M | 16.8% | +53,908,701 | New | History |
| RXORXO, Inc. | COMMON STOCK | 27,577,666 | $772.2M | 15.2% | +10,266,810+59.3% | Added | History |
| TLNTalen Energy Corp | COM | 3,000,000 | $534.7M | 10.5% | +3,000,000 | New | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $516.5M | 10.2% | 00.0% | Unchanged | History |
| CNXCNX Resources Corp | COM | 15,000,000 | $488.6M | 9.6% | +15,000,000 | New | History |
| HCAHCA Healthcare, Inc. | COM | 973,898 | $395.8M | 7.8% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $169.1M | 3.3% | 00.0% | Unchanged | – |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $49.0M | 1.0% | 00.0% | Unchanged | History |
| FWRDForward Air Corp | COM | 1,289,358 | $45.6M | 0.9% | +385,581+42.7% | Added | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $21.6M | 0.4% | 00.0% | Unchanged | History |
| KRSAKorsana Biosciences, Inc. | Stock | 169,460 | $437.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.