MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 10
- −1 vs. Q4 2024
- Portfolio value
- $4.25B
- −$823.2M (−16.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 11,425,369 | $1.23B | 28.9% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 46,908,701 | $635.1M | 14.9% | 00.0% | Unchanged | History |
| TLNTalen Energy Corp | COM | 3,000,000 | $599.0M | 14.1% | 00.0% | Unchanged | History |
| RXORXO, Inc. | COMMON STOCK | 27,577,666 | $526.7M | 12.4% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $453.7M | 10.7% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 973,898 | $336.5M | 7.9% | 00.0% | Unchanged | History |
| CNXCNX Resources Corp | COM | 8,350,000 | $262.9M | 6.2% | −6,650,000−44.3% | Reduced | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $157.5M | 3.7% | 00.0% | Unchanged | – |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $38.8M | 0.9% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $14.8M | 0.3% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.