Universe · entity
MFN Partners Management, LP
Institutional manager (13F) · CIK 1732811
13F holdings · as of 2026-03-31 · top 10 · reported portfolio $4.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | XPO INC | $2.2B | 11,425,369 |
| 2 | TALEN ENERGY CORP | $958M | 3,000,000 |
| 3 | QXO INC | $455M | 23,454,350 |
| 4 | RXO INC | $411M | 28,109,942 |
| 5 | PENNYMAC FINL SVCS INC NEW | $396M | 4,531,792 |
| 6 | OCCIDENTAL PETE CORP | $244M | 5,690,600 |
| 7 | BAUSCH HEALTH COS INC | $32M | 6,000,000 |
| 8 | IVANHOE ELECTRIC INC | $30M | 2,553,191 |
| 9 | RICE ACQUISITION CORP 3 | $25M | 2,400,000 |
| 10 | RICE ACQUISITION CORP 3 | $320k | 400,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.