MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 10
- −1 vs. Q4 2025
- Portfolio value
- $4.77B
- +$43.3M (+0.9%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 11,425,369 | $2.22B | 46.6% | 00.0% | Unchanged | History |
| TLNTalen Energy Corp | COM | 3,000,000 | $957.7M | 20.1% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 23,454,350 | $455.5M | 9.5% | −6,822,976−22.5% | Reduced | History |
| RXORXO, Inc. | COMMON STOCK | 28,109,942 | $411.0M | 8.6% | +532,276+1.9% | Added | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $396.1M | 8.3% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $244.1M | 5.1% | 00.0% | Unchanged | – |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $32.4M | 0.7% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $30.2M | 0.6% | 00.0% | Unchanged | History |
| KRSPRice Acquisition Corp 3 | ORD SHS CL A | 2,400,000 | $24.7M | 0.5% | 00.0% | Unchanged | History |
| Rice Acquisition Corp 3G7553X114 | *W EXP 99/99/999 | 400,000 | $320.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.