MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 9
- −1 vs. Q1 2026
- Portfolio value
- $4.83B
- +$59.4M (+1.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 9,869,691 | $2.03B | 41.9% | −1,555,678−13.6% | Reduced | History |
| TLNTalen Energy Corp | COM | 3,000,000 | $1.15B | 23.8% | 00.0% | Unchanged | History |
| RXORXO, Inc. | COMMON STOCK | 28,109,942 | $775.6M | 16.0% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 23,454,350 | $405.3M | 8.4% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $394.7M | 8.2% | 00.0% | Unchanged | History |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $29.6M | 0.6% | 00.0% | Unchanged | History |
| KRSPRice Acquisition Corp 3 | ORD SHS CL A | 2,400,000 | $25.2M | 0.5% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $24.5M | 0.5% | 00.0% | Unchanged | History |
| Rice Acquisition Corp 3G7553X114 | *W EXP 99/99/999 | 400,000 | $396.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $244.1M | 5.1% | – |