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MFN Partners Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $4,834,204,582
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- XPO INC · COM · 983793100 · shares: $2,026,148,865
- TALEN ENERGY CORP · COM · 87422Q109 · shares: $1,152,780,000
- RXO INC · COMMON STOCK · 74982T103 · shares: $775,553,300
- QXO INC · COM NEW · 82846H405 · shares: $405,291,168
- PENNYMAC FINL SVCS INC NEW · COM · 70932M107 · shares: $394,719,083
- BAUSCH HEALTH COS INC · COM · 071734107 · shares: $29,580,000
- RICE ACQUISITION CORP 3 · ORD SHS CL A · G7553X106 · shares: $25,200,000
- IVANHOE ELECTRIC INC · COM · 46578C108 · shares: $24,536,166
- RICE ACQUISITION CORP 3 · *W EXP 99/99/999 · G7553X114 · shares: $396,000
Reported holdings
9 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| XPO INC | COM | 983793100 | — | 9,869,691 shares | $2,026,148,865 |
| TALEN ENERGY CORP | COM | 87422Q109 | — | 3,000,000 shares | $1,152,780,000 |
| RXO INC | COMMON STOCK | 74982T103 | — | 28,109,942 shares | $775,553,300 |
| QXO INC | COM NEW | 82846H405 | — | 23,454,350 shares | $405,291,168 |
| PENNYMAC FINL SVCS INC NEW | COM | 70932M107 | — | 4,531,792 shares | $394,719,083 |
| BAUSCH HEALTH COS INC | COM | 071734107 | — | 6,000,000 shares | $29,580,000 |
| RICE ACQUISITION CORP 3 | ORD SHS CL A | G7553X106 | — | 2,400,000 shares | $25,200,000 |
| IVANHOE ELECTRIC INC | COM | 46578C108 | — | 2,553,191 shares | $24,536,166 |
| RICE ACQUISITION CORP 3 | *W EXP 99/99/999 | G7553X114 | — | 400,000 shares | $396,000 |