MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 11
- −1 vs. Q3 2024
- Portfolio value
- $5.08B
- +$5.38M (+0.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 11,425,369 | $1.50B | 29.5% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 46,908,701 | $745.8M | 14.7% | −7,000,000−13.0% | Reduced | History |
| RXORXO, Inc. | COMMON STOCK | 27,577,666 | $657.5M | 12.9% | 00.0% | Unchanged | History |
| TLNTalen Energy Corp | COM | 3,000,000 | $604.4M | 11.9% | 00.0% | Unchanged | History |
| CNXCNX Resources Corp | COM | 15,000,000 | $550.0M | 10.8% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $462.9M | 9.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 973,898 | $292.3M | 5.8% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $156.8M | 3.1% | 00.0% | Unchanged | – |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $48.4M | 1.0% | 00.0% | Unchanged | History |
| FWRDForward Air Corp | COM | 1,289,358 | $41.6M | 0.8% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $19.3M | 0.4% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.