MFN Partners Management, LP
CIK 0001732811 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
MFN Partners Management, LP reported 9 positions worth $4.83B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: XPO (41.9%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.83B
2026 Q2
Positions
9
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
9 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | XPO | SH | $2.03B | 41.91% | 9,869,691 | — | — | |
| ▸ 2 | TLN | SH | $1.15B | 23.85% | 3,000,000 | — | — | |
| ▸ 3 | RXO | SH | $775.6M | 16.04% | 28,109,942 | — | — | |
| ▸ 4 | QXO | SH | $405.3M | 8.38% | 23,454,350 | — | — | |
| ▸ 5 | PFSI | SH | $394.7M | 8.17% | 4,531,792 | — | — | |
| ▸ 6 | BHC | SH | $29.6M | 0.61% | 6,000,000 | — | — | |
| ▸ 7 | KRSP | SH | $25.2M | 0.52% | 2,400,000 | — | — | |
| ▸ 8 | IE | SH | $24.5M | 0.51% | 2,553,191 | — | — | |
| ▸ 9 | KRSP-WS | SH | $396.0K | 0.01% | 400,000 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does MFN Partners Management, LP hold as of Q2 2026?
MFN Partners Management, LP reported 9 positions worth $4.83B in its Q2 2026 13F filing. Largest positions: XPO (41.9%), TLN (23.8%), RXO (16.0%), QXO (8.4%) and PFSI (8.2%).
What did MFN Partners Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MFN Partners Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.