MFN Partners Management, LP
CIK: 0001732811Latest portfolio: $4.7B · Q4 2025
Holdings
9
Total Value
$4.7B
New Positions
0
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | XPOXPO INC | 11,425,369 | $1.6B | 32.99% | — | |
| 2 | TLNTALEN ENERGY CORP | 3,000,000 | $1.1B | 23.89% | — | |
| 3 | PFSIPENNYMAC FINL SVCS INC NEW | 4,531,792 | $597.5M | 12.69% | — | |
| 4 | QXOQXO INC | 30,277,326 | $584.0M | 12.41% | -7,973,524 | |
| 5 | RXORXO INC | 27,577,666 | $348.6M | 7.41% | — | |
| 6 | CNXCNX RES CORP | 8,350,000 | $307.0M | 6.52% | — | |
| 7 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $109.6M | 2.33% | — | |
| 8 | BHCBAUSCH HEALTH COS INC | 6,000,000 | $41.7M | 0.89% | — | |
| 9 | IEIVANHOE ELECTRIC INC | 2,553,191 | $40.8M | 0.87% | — |
Sector Breakdown
Industrials0.0% ($1552821584.0T)
Utilities0.0% ($1.1B)
Financial Services0.0% ($597.5M)
Energy0.0% ($307.0M)
Unknown0.0% ($109.6M)
Healthcare0.0% ($41.7M)
Technology0.0% ($40.8M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 12, 2026 | $4.7B | 9 |
| Q3 2025 | Nov 13, 2025 | $5.0T | 9 |
| Q2 2025 | Aug 8, 2025 | $4.7T | 9 |
| Q1 2025 | May 13, 2025 | $4.3T | 10 |
| Q4 2024 | Feb 12, 2025 | $5.1T | 11 |
| Q3 2024 | Nov 13, 2024 | $5072.0T | 12 |
| Q2 2024 | Aug 12, 2024 | $2949.4T | 10 |
| Q1 2024 | May 10, 2024 | $3523.5T | 10 |
| Q4 2023 | Feb 13, 2024 | $3107.8T | 12 |
| Q3 2023 | Nov 13, 2023 | $2978.7T | 13 |
| Q2 2023 | Aug 11, 2023 | $3079.9T | 14 |
| Q1 2023 | May 12, 2023 | $2212.5T | 15 |
| Q4 2022 | Feb 10, 2023 | $2247.1T | 15 |
| Q3 2022 | Nov 10, 2022 | $2.2T | 17 |
| Q2 2022 | Aug 12, 2022 | $2.2T | 16 |
| Q1 2022 | May 13, 2022 | $2.9T | 20 |
| Q4 2021 | Feb 11, 2022 | $2.5T | 15 |
| Q3 2021 | Nov 12, 2021 | $2.2T | 14 |
| Q2 2021 | Aug 13, 2021 | $1.9T | 14 |
| Q1 2021 | May 17, 2021 | $1.3T | 15 |
| Q4 2020 | Feb 12, 2021 | $1.1T | 14 |
| Q3 2020 | Nov 13, 2020 | $1.2T | 16 |
| Q2 2020 | Aug 13, 2020 | $717.5B | 11 |
| Q1 2020 | May 14, 2020 | $756.1B | 17 |
| Q4 2019 | Feb 13, 2020 | $485.3B | 11 |
| Q3 2019 | Nov 14, 2019 | $668.9B | 14 |
| Q2 2019 | Aug 14, 2019 | $629.9B | 17 |
| Q1 2019 | May 14, 2019 | $620.0B | 15 |
| Q4 2018 | Feb 14, 2019 | $589.4B | 16 |
Fund Information
MFN Partners Management, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $4.7B across 9 holdings. The largest position is XPO INC (XPO), representing 33.0% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.