Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MFN Partners Management, LP (CIK 1732811) reported $4.83B across 9 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XPO ($2.03B, 41.91%), TLN ($1.15B, 23.85%), RXO ($775.6M, 16.04%), QXO ($405.3M, 8.38%), PFSI ($394.7M, 8.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XPO | XPO INC | $2.03B | 41.91% | 9.9M | Trimmed |
| 2 | TLN | TALEN ENERGY CORP | $1.15B | 23.85% | 3.0M | Hold |
| 3 | RXO | RXO INC | $775.6M | 16.04% | 28.1M | Hold |
| 4 | QXO | QXO INC | $405.3M | 8.38% | 23.5M | Hold |
| 5 | PFSI | PENNYMAC FINL SVCS INC NEW | $394.7M | 8.17% | 4.5M | Hold |
| 6 | BHC | BAUSCH HEALTH COS INC | $29.6M | 0.61% | 6.0M | Hold |
| 7 | KRSP | RICE ACQUISITION CORP 3 | $25.2M | 0.52% | 2.4M | Hold |
| 8 | IE | IVANHOE ELECTRIC INC | $24.5M | 0.51% | 2.6M | Hold |
| 9 | KRSPWS | RICE ACQUISITION CORP 3 | $396,000 | 0.01% | 400,000 | Hold |
| 10 | OXY/WS | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30