MFN Partners Management, LP
CIK 0001732811 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
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
Top Holdings
XPO
XPO INC
41.9%
TLN
TALEN ENERGY CORP
23.8%
RXO
RXO INC
16.0%
QXO
QXO INC
8.4%
PFSI
PENNYMAC FINL SVCS INC NEW
8.2%
BHC
BAUSCH HEALTH COS INC
0.6%
KRSP
RICE ACQUISITION CORP 3
0.5%
IE
IVANHOE ELECTRIC INC
0.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.