Skip to main content

MFN Partners Management, LP

SEC CIK
0001732811
Latest filing
Aug 12, 2026

XPO holding history

XPO, Inc. in every 13F filed by MFN Partners Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XPO overviewAll 13F holders of XPOFull Q2 2026 holdings

Shares (Q2 2026)
9,869,691
Value
$2.03B
% of portfolio
41.9%
Quarters held
22
Since Q1 2021
Holdings of XPO by MFN Partners Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,869,691$2.03B41.9%−1,555,678−13.6%ReducedHolders
Q1 202611,425,369$2.22B46.6%00.0%UnchangedHolders
Q4 202511,425,369$1.55B32.8%00.0%UnchangedHolders
Q3 202511,425,369$1.48B29.8%00.0%UnchangedHolders
Q2 202511,425,369$1.44B30.9%00.0%UnchangedHolders
Q1 202511,425,369$1.23B28.9%00.0%UnchangedHolders
Q4 202411,425,369$1.50B29.5%00.0%UnchangedHolders
Q3 202411,425,369$1.23B24.2%00.0%UnchangedHolders
Q2 202411,425,369$1.21B41.1%−1,250,000−9.9%ReducedHolders
Q1 202412,675,369$1.55B43.9%00.0%UnchangedHolders
Q4 202312,675,369$1.11B35.7%00.0%UnchangedHolders
Q3 202312,675,369$946.3M31.8%00.0%UnchangedHolders
Q2 202312,675,369$747.8M24.3%00.0%UnchangedHolders
Q1 202312,675,369$404.3M18.3%00.0%UnchangedHolders
Q4 202212,675,369$422.0M18.6%00.0%UnchangedHolders
Q3 202212,675,369$564.3M25.6%+1,555,519+14.0%AddedHolders
Q2 202211,119,850$535.5M24.2%+3,919,481+54.4%AddedHolders
Q1 20227,200,369$524.2M18.2%+2,925,000+68.4%AddedHolders
Q4 20214,275,369$331.0M13.0%+700,000+19.6%AddedHolders
Q3 20213,575,369$284.5M13.0%+2,300,000+180.3%AddedHolders
Q2 20211,275,369$178.4M9.6%+115,943+10.0%AddedHolders
Q1 20211,159,426$143.0M10.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.