MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 9
- 0 vs. Q2 2025
- Portfolio value
- $4.95B
- +$278.9M (+6.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 11,425,369 | $1.48B | 29.8% | 00.0% | Unchanged | History |
| TLNTalen Energy Corp | COM | 3,000,000 | $1.28B | 25.8% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 38,250,850 | $729.1M | 14.7% | −8,657,851−18.5% | Reduced | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $561.4M | 11.3% | 00.0% | Unchanged | History |
| RXORXO, Inc. | COMMON STOCK | 27,577,666 | $424.1M | 8.6% | 00.0% | Unchanged | History |
| CNXCNX Resources Corp | COM | 8,350,000 | $268.2M | 5.4% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $145.1M | 2.9% | 00.0% | Unchanged | – |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $38.7M | 0.8% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $32.0M | 0.6% | 00.0% | Unchanged | History |