MFN Partners Management, LP Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$4.7T
Holdings
9
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO INC | 11,425,369 | $1.4T | 30.88% | |
| 2 | QXOQXO INC | 46,908,701 | $1.0T | 21.62% | |
| 3 | TLNTALEN ENERGY CORP | 3,000,000 | $872.3B | 18.67% | |
| 4 | PFSIPENNYMAC FINL SVCS INC NEW | 4,531,792 | $451.5B | 9.66% | |
| 5 | RXORXO INC | 27,577,666 | $433.5B | 9.28% | |
| 6 | CNXCNX RES CORP | 8,350,000 | $281.2B | 6.02% | |
| 7 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $117.9B | 2.52% | |
| 8 | BHCBAUSCH HEALTH COS INC | 6,000,000 | $40.0B | 0.86% | |
| 9 | IEIVANHOE ELECTRIC INC | 2,553,191 | $23.2B | 0.50% |