Mfn Partners Management, Lp Portfolio Stock Holdings
Mfn Partners Management, Lp disclosed 10 stock positions valued at approximately $4.8 billion in its latest SEC 13F filing. The largest holdings include XPO INC, TALEN ENERGY CORP, and QXO INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $4.8B
Holdings by Sector
Mfn Partners Management, Lp Portfolio Holdings in Q1 2026
8 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| XPO INC | XPO | Industrials | 46.55% | 11,425,369 | - | - | $2,222,805,539 |
| TALEN ENERGY CORP | TLN | Other | 20.06% | 3,000,000 | - | - | $957,690,000 |
| QXO INC | QXO | Technology | 9.54% | 23,454,350 | -6,822,976 | -22.53% | $455,483,477 |
| RXO INC | RXO | Industrials | 8.61% | 28,109,942 | +532,276 | +1.93% | $410,967,352 |
| PENNYMAC FINL SVCS INC NEW | PFSI | Financial Services | 8.30% | 4,531,792 | - | - | $396,078,621 |
| OCCIDENTAL PETE CORP | OXY-WS | Other | 5.11% | 5,690,600 | - | - | $244,126,740 |
| BAUSCH HEALTH COS INC | BHC | Healthcare | 0.68% | 6,000,000 | - | - | $32,400,000 |
| IVANHOE ELECTRIC INC | IE | Basic Materials | 0.63% | 2,553,191 | - | - | $30,178,718 |