MFN Partners Management, LP 13F Holdings · Q2 2026
MFN Partners Management, LP reported 9 securities worth $4.83B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: XPO (41.91%), TLN (23.85%), RXO (16.04%). Among its top 25 positions this quarter: 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XPO | XPO INC | $2.03B | 41.91% | 9.9M | Trimmed |
| 2 | TLN | TALEN ENERGY CORP | $1.15B | 23.85% | 3.0M | Hold |
| 3 | RXO | RXO INC | $775.6M | 16.04% | 28.1M | Hold |
| 4 | QXO | QXO INC | $405.3M | 8.38% | 23.5M | Hold |
| 5 | PFSI | PENNYMAC FINL SVCS INC NEW | $394.7M | 8.17% | 4.5M | Hold |
| 6 | BHC | BAUSCH HEALTH COS INC | $29.6M | 0.61% | 6.0M | Hold |
| 7 | KRSP | RICE ACQUISITION CORP 3 | $25.2M | 0.52% | 2.4M | Hold |
| 8 | IE | IVANHOE ELECTRIC INC | $24.5M | 0.51% | 2.6M | Hold |
| 9 | KRSPWS | RICE ACQUISITION CORP 3 | $396,000 | 0.01% | 400,000 | Hold |
| 10 | OXY/WS | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR