Mfn Partners Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Mfn Partners Management, Lp disclosed 7 stock positions valued at approximately $4.83B as of quarter-end June 30, 2026. The largest holdings include XPO INC, TALEN ENERGY CORP, and RXO INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $4.83B
Holdings by Sector
Mfn Partners Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| XPO INC | XPO | Industrials | 41.91% | 9,869,691 | -1,555,678 | -13.62% | $2,026,148,865 |
| TALEN ENERGY CORP | TLN | Other | 23.85% | 3,000,000 | - | - | $1,152,780,000 |
| RXO INC | RXO | Industrials | 16.04% | 28,109,942 | - | - | $775,553,300 |
| QXO INC | QXO | Technology | 8.38% | 23,454,350 | - | - | $405,291,168 |
| PENNYMAC FINL SVCS INC NEW | PFSI | Financial Services | 8.17% | 4,531,792 | - | - | $394,719,083 |
| BAUSCH HEALTH COS INC | BHC | Healthcare | 0.61% | 6,000,000 | - | - | $29,580,000 |
| IVANHOE ELECTRIC INC | IE | Basic Materials | 0.51% | 2,553,191 | - | - | $24,536,166 |
Showing 7 of 7 holdings in the latest reporting period.