MFN Partners Management, LP
An institutional investment manager in BOSTON, MA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 12, 2026. SEC CIK 1732811.
- Reported value$4.83bn
- Positions9
Holdings: 9 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| XPO IncXPO | COM | 983793100 | 2,026 | 41.9% | 9,869,691 | Reduced−1,555,678 | |
| Talen Energy CorpTLN | COM | 87422Q109 | 1,153 | 23.8% | 3,000,000 | Unchanged | |
| RXO IncRXO | COMMON STOCK | 74982T103 | 776 | 16.0% | 28,109,942 | Unchanged | |
| QXO IncQXO | COM NEW | 82846H405 | 405 | 8.4% | 23,454,350 | Unchanged | |
| Pennymac Finl SVCS Inc NewPFSI | COM | 70932M107 | 395 | 8.2% | 4,531,792 | Unchanged | |
| Bausch Health Cos IncBHC | COM | 071734107 | 29.6 | 0.6% | 6,000,000 | Unchanged | |
| Rice Acquisition Corp 3 | ORD SHS CL A | G7553X106 | 25.2 | 0.5% | 2,400,000 | Unchanged | |
| Ivanhoe Electric IncIE | COM | 46578C108 | 24.5 | 0.5% | 2,553,191 | Unchanged | |
| Rice Acquisition Corp 3 | *W EXP 99/99/999 | G7553X114 | 0.4 | <0.1% | 400,000 | Unchanged |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Occidental Pete Corp | *W EXP 08/03/2027 | 674599162 | 0.0 | 0.0% | 0 | Sold out−5,690,600 |
Source: SEC EDGAR, Form 13F-HR, accession 0000904454-26-000440 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.