MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 8, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 9
- −1 vs. Q1 2025
- Portfolio value
- $4.67B
- +$418.7M (+9.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 11,425,369 | $1.44B | 30.9% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 46,908,701 | $1.01B | 21.6% | 00.0% | Unchanged | History |
| TLNTalen Energy Corp | COM | 3,000,000 | $872.3M | 18.7% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $451.5M | 9.7% | 00.0% | Unchanged | History |
| RXORXO, Inc. | COMMON STOCK | 27,577,666 | $433.5M | 9.3% | 00.0% | Unchanged | History |
| CNXCNX Resources Corp | COM | 8,350,000 | $281.2M | 6.0% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $117.9M | 2.5% | 00.0% | Unchanged | – |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $40.0M | 0.9% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $23.2M | 0.5% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.