MFN Partners Management, LP reported 9 holdings worth US$4.83B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
MFN Partners Management, LP reported 9 holdings worth US$4.83B as of Jun 30, 2026. Largest: Xpo, Inc., Talen Energy Corporation and Rxo, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 9
- Value as reported
- US$4.83B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Xpo, Inc. | 9.87M | US$2.03B | 41.9% |
| Talen Energy Corporation | 3M | US$1.15B | 23.8% |
| Rxo, Inc. | 28.1M | US$776M | 16.0% |
| Qxo, Inc. | 23.5M | US$405M | 8.4% |
| Pennymac Financial Services, Inc. | 4.53M | US$395M | 8.2% |
| Bausch Health Companies Inc. | 6M | US$29.6M | 0.61% |
| Rice Acquisition Corporation 3 | 2.4M | US$25.2M | 0.52% |
| Ivanhoe Electric Inc. | 2.55M | US$24.5M | 0.51% |