MFN Partners Management, LP 13F Holdings

CIK 0001732811 · BOSTON, MA

As of Sep 30, 2025, MFN Partners Management, LP reported 9 positions worth $5.0B in its SEC Form 13F filing.

Top 9 holdings

SecurityTickerSectorSharesValue% of portfolio
XPO INCXPOIndustrials11,425,369 .5B29.83%
TALEN ENERGY CORPTLNUtilities3,000,000 .3B25.77%
QXO INCQXOTechnology38,250,850$729.1M14.72%
PENNYMAC FINANCIAL SERVICES INCPFSIFinancial Services4,531,792$561.4M11.34%
RXO INCRXOIndustrials27,577,666$424.1M8.57%
CNX RESOURCES CORPCNXEnergy8,350,000$268.2M5.42%
OCCIDENTAL PETROLEUM CORPOXY.WSEnergy5,690,600 45.1M2.93%
BAUSCH HEALTH COMPANIES INCBHCHealthcare6,000,000$38.7M0.78%
IVANHOE ELECTRIC INCIEBasic Materials2,553,191$32.0M0.65%