MFN Partners Management, LP
CIK 1732811 · Holdings on Mar 31, 2026 · First reported May 14, 2026
Top ten holdings
Q1 2026- XPO46.55%
- TLN20.06%
- QXO9.54%
- RXO8.61%
- PFSI8.30%
- OXY.WS5.11%
- BHC0.68%
- IE0.63%
- KRSP0.52%
- KRSP.WS0.01%
Share classes counted separately100.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XPOWeight increased · +13.73 pp32.82% → 46.55%Shares 0 (0.00%)
- PFSIWeight decreased · -4.33 pp12.63% → 8.30%Shares 0 (0.00%)
- TLNWeight decreased · -3.71 pp23.77% → 20.06%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | XPOXPO INC View history and evidence | $2.22B | 46.55% | 11.43M shares | 32.82% → 46.55%+13.73 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | TLNTALEN ENERGY CORP View history and evidence | $957.69M | 20.06% | 3.00M shares | 23.77% → 20.06%-3.71 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | QXOQXO INCCOM NEW View history and evidence | $455.48M | 9.54% | 23.45M shares | 12.34% → 9.54%-2.80 pp -6.82M (-22.53%) | Reduced | ↗▾ |
| 04 | RXORXO INCCOMMON STOCK View history and evidence | $410.97M | 8.61% | 28.11M shares | 7.37% → 8.61%+1.24 pp +532.28K (+1.93%) | Added | ↗▾ |
| 05 | PFSIPENNYMAC FINANCIAL SERVICES View history and evidence | $396.08M | 8.30% | 4.53M shares | 12.63% → 8.30%-4.33 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | OXY.WSOCCIDENTAL PETROLEUM-CW27*W EXP 08/03/2027 View history and evidence | $244.13M | 5.11% | 5.69M shares | 2.32% → 5.11%+2.79 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | BHCBAUSCH HEALTH COS INC View history and evidence | $32.40M | 0.68% | 6.00M shares | 0.88% → 0.68%-0.20 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | IEIVANHOE ELECTRIC INC / US View history and evidence | $30.18M | 0.63% | 2.55M shares | 0.86% → 0.63%-0.23 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | KRSPRICE ACQUISITION CORP 3-AORD SHS CL A View history and evidence | $24.74M | 0.52% | 2.40M shares | 0.52% → 0.52%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | KRSP.WSRICE ACQUISITION CORP 3*W EXP 99/99/999 View history and evidence | $320.00K | 0.01% | 400.00K shares | 0.01% → 0.01%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CNX CNX RESOURCES CORP | Non-derivative | -8,350,000 | -$307.03M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1732811 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4774794447
}Take these holdings further.
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