MFN Partners Management, LP
MFN Partners Management, LP reported 9 US-listed holdings worth $4.83 billion in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Xpo, Inc. (41.9%), Talen Energy Corp. (23.8%) and Rxo, Inc. (16.0%). Against the quarter before, it opened 0 positions, added to 0, trimmed 1 and sold out of 1.
Reported holdings$4.83B+1.2% on Q1 2026
Positions9-1 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 12 August 2026
HeldTrimmed
The 9 largest of its 9 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Held 8Trimmed 1Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Trimmed 1
- Xpo, Inc. XPO-1.6 million shares · -14%
Sold out of 1
- Occidental Pete Corp.$244.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Xpo, Inc. XPO | 9,869,691 | $2.03 billion | 41.91% | -1,555,678 |
| Talen Energy Corp. TLN | 3,000,000 | $1.15 billion | 23.85% | no change |
| Rxo, Inc. RXO | 28,109,942 | $775.6 million | 16.04% | no change |
| Qxo Inc. QXO | 23,454,350 | $405.3 million | 8.38% | no change |
| Pennymac Finl Svcs Inc. New PFSI | 4,531,792 | $394.7 million | 8.17% | no change |
| Bausch Health Cos Inc. BHC | 6,000,000 | $29.6 million | 0.61% | no change |
| Rice Acquisition Corp. 3 KRSP | 2,400,000 | $25.2 million | 0.52% | no change |
| Ivanhoe Electric Inc. IE | 2,553,191 | $24.5 million | 0.51% | no change |
| Rice Acquisition Corp. 3 KRSPWS | 400,000 | $396,000 | 0.01% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.