Mfn Partners Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.77B
Q ending 2026-03-31
Prior quarter
$24.9M
Q ending 2025-12-31
Change
+19060.5% QoQ · +12.2% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Xpo Inc | XPO | Shares | $2.22B | 11.4M |
| Talen Energy Corp | TLN | Shares | $957.7M | 3.0M |
| Qxo Inc | QXO | Shares | $455.5M | 23.5M |
| Rxo Inc | RXO | Shares | $411.0M | 28.1M |
| Pennymac Finl Svcs Inc New | PFSI | Shares | $396.1M | 4.5M |
| Occidental Pete Corp | OXY/WS | Shares | $244.1M | 5.7M |
| Bausch Health Cos Inc | BHC | Shares | $32.4M | 6.0M |
| Ivanhoe Electric Inc | IE | Shares | $30.2M | 2.6M |
| Rice Acquisition Corp 3 | Shares | $24.7M | 2.4M | |
| Rice Acquisition Corp 3 | Shares | $320K | 400K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.