MFN Partners Management, LP
Top Portfolio Positions
8 positions ·
$4,530,347,704 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XPO |
XPO, Inc.
Industrials
|
11,425,369 | $2,222,805,538 | 49.06% | |
| TLN |
Talen Energy Corp
Utilities
|
3,000,000 | $957,690,000 | 21.14% | |
| QXO |
QXO, Inc.
Industrials
|
23,454,350 | $455,483,477 | 10.05% | |
| RXO |
RXO, Inc.
Industrials
|
28,109,942 | $410,967,352 | 9.07% | |
| PFSI |
PennyMac Financial Services, Inc.
Financial Services
|
4,531,792 | $396,078,620 | 8.74% | |
| BHC |
Bausch Health Companies Inc.
Healthcare
|
6,000,000 | $32,400,000 | 0.72% | |
| IE |
Ivanhoe Electric Inc.
Basic Materials
|
2,553,191 | $30,178,717 | 0.67% | |
| KRSP |
Rice Acquisition Corp 3
Financial Services
|
2,400,000 | $24,744,000 | 0.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in XPO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,222,805,538 | 11,425,369 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,552,821,900 | 11,425,369 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,476,957,450 | 11,425,369 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,442,909,851 | 11,425,369 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,229,141,197 | 11,425,369 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,498,437,144 | 11,425,369 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,228,341,421 | 11,425,369 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,212,802,919 | 11,425,369 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,546,775,279 | 12,675,369 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,110,235,570 | 12,675,369 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $946,343,049 | 12,675,369 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $747,846,771 | 12,675,369 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $404,344,271 | 12,675,369 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $421,963,034 | 12,675,369 | Shares | Sole | 2023-04-27 | |
| 2022-09-30 | $335,299,001 | 12,675,369 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $318,201,179 | 11,119,850 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $311,459,881 | 7,200,369 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $196,697,329 | 4,275,369 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $169,059,893 | 3,575,369 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $61,704,265 | 1,275,369 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $49,442,330 | 1,159,426 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $47,798,264 | 1,159,426 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $33,947,993 | 1,159,426 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $30,976,616 | 1,159,426 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $37,082,612 | 2,199,391 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||