MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed May 1, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 11
- +2 vs. Q3 2025
- Portfolio value
- $4.73B
- −$220.2M (−4.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 11,425,369 | $1.55B | 32.8% | 00.0% | Unchanged | History |
| TLNTalen Energy Corp | COM | 3,000,000 | $1.12B | 23.8% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $597.5M | 12.6% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 30,277,326 | $584.0M | 12.3% | −7,973,524−20.8% | Reduced | History |
| RXORXO, Inc. | COMMON STOCK | 27,577,666 | $348.6M | 7.4% | 00.0% | Unchanged | History |
| CNXCNX Resources Corp | COM | 8,350,000 | $307.0M | 6.5% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $109.6M | 2.3% | 00.0% | Unchanged | – |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $41.7M | 0.9% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $40.8M | 0.9% | 00.0% | Unchanged | History |
| KRSPRice Acquisition Corp 3 | ORD SHS CL A | 2,400,000 | $24.6M | 0.5% | +2,400,000 | New | History |
| Rice Acquisition Corp 3G7553X114 | *W EXP 99/99/999 | 400,000 | $320.0K | <0.1% | +400,000 | New | – |