MFN Partners Management, LP
CIK 1732811
13F filing for Q2 2026・No. 935
- Holdings
- US$4.83B
- Quarter change
- +US$59.41M
- Entries
- 9
- Net bought (estimate)
- −US$563.49M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 1
- Cut 1
- Added 0
- Corporate actions 0
- Unchanged 8
Largest holdings
9 stocks worth US$4.83B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| XPOXPO INCCOM | Cut | 9,869,691 | US$2.03B | 41.91% |
| TLNTALEN ENERGY CORPCOM | Unchanged | 3,000,000 | US$1.15B | 23.85% |
| RXO INCCOMMON STOCK | Unchanged | 28,109,942 | US$775.55M | 16.04% |
| QXOQXO INCCOM NEW | Unchanged | 23,454,350 | US$405.29M | 8.38% |
| PFSIPENNYMAC FINL SVCS INC NEWCOM | Unchanged | 4,531,792 | US$394.72M | 8.17% |
| BHCBAUSCH HEALTH COS INCCOM | Unchanged | 6,000,000 | US$29.58M | 0.61% |
| RICE ACQUISITION CORP 3ORD SHS CL A | Unchanged | 2,400,000 | US$25.2M | 0.52% |
| IEIVANHOE ELECTRIC INCCOM | Unchanged | 2,553,191 | US$24.54M | 0.51% |
| RICE ACQUISITION CORP 3*W EXP 99/99/999 | Unchanged | 400,000 | US$396K | 0.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.