§ 13F · FUND PROFILE
MFN Partners Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.0B (13F)Positions · 9Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | XPO | XPO INC | 11.43M | $2.2B | 46.6% | NEW |
| 2 | TLN | TALEN ENERGY CORP | 3.00M | $958M | 20.1% | NEW |
| 3 | QXO | QXO INC | 23.45M | $455M | 9.5% | NEW |
| 4 | RXO | RXO INC | 28.11M | $411M | 8.6% | NEW |
| 5 | PFSI | PENNYMAC FINL SVCS INC NEW | 4.53M | $396M | 8.3% | NEW |
| 6 | OXY/WS | OCCIDENTAL PETE CORP | 5.69M | $244M | 5.1% | NEW |
| 7 | BHC | BAUSCH HEALTH COS INC | 6.00M | $32M | 0.7% | NEW |
| 8 | IE | IVANHOE ELECTRIC INC | 2.55M | $30M | 0.6% | NEW |
| 9 | KRSP | RICE ACQUISITION CORP 3 | 2.40M | $25M | 0.5% | ±0% |
| 10 | KRSP/WS | RICE ACQUISITION CORP 3 | 400K | $320K | 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 $5.0 billion in assets. The fund runs a focused portfolio of just 9 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed