§ 13F · FUND PROFILE
MFN Partners Management, LP.
AUM · $4.8B (13F)Positions · 9Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XPO | XPO INC | 9.87M | $2.0B | 41.9% | −14% |
| 2 | TLN | TALEN ENERGY CORP | 3.00M | $1.2B | 23.8% | ±0% |
| 3 | RXO | RXO INC | 28.11M | $776M | 16.0% | ±0% |
| 4 | QXO | QXO INC | 23.45M | $405M | 8.4% | ±0% |
| 5 | PFSI | PENNYMAC FINL SVCS INC NEW | 4.53M | $395M | 8.2% | ±0% |
| 6 | BHC | BAUSCH HEALTH COS INC | 6.00M | $30M | 0.6% | ±0% |
| 7 | KRSP | RICE ACQUISITION CORP 3 | 2.40M | $25M | 0.5% | ±0% |
| 8 | IE | IVANHOE ELECTRIC INC | 2.55M | $25M | 0.5% | ±0% |
| 9 | KRSP/WS | RICE ACQUISITION CORP 3 | 400K | $396K | 0.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MFN SIGNAL
AC read
MFN Partners Management, LP is a Other fund managing $4.8 billion in assets. The fund runs a focused portfolio of just 9 positions.
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