Mfn Partners Management
$4.8B Assets Reported
11 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XPO | XPO INC | 11,425,369 | $2.2B | 46.6% |
| TLN | TALEN ENERGY CORP | 3,000,000 | $958M | 20.1% |
| QXO | QXO INC | 23,454,350 | $455M | 9.5% |
| RXO | RXO INC | 28,109,942 | $411M | 8.6% |
| PFSI | PENNYMAC FINL SVCS INC NEW | 4,531,792 | $396M | 8.3% |
| OXYWS | OCCIDENTAL PETE CORP | 5,690,600 | $244M | 5.1% |
| BHC | BAUSCH HEALTH COS INC | 6,000,000 | $32M | 0.7% |
| IE | IVANHOE ELECTRIC INC | 2,553,191 | $30M | 0.6% |
| KRSP | RICE ACQUISITION CORP 3 | 2,400,000 | $25M | 0.5% |
| KRSPWS | RICE ACQUISITION CORP 3 | 400,000 | $320,000 |
Track Mfn Partners Management's 13F portfolio: $4.8B in reported holdings, 11 positions. Top holdings, AUM, and quarterly changes on SentiSense.