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 $4.77B across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XPO ($2.22B, 46.55%), TLN ($957.7M, 20.06%), QXO ($455.5M, 9.54%), RXO ($411.0M, 8.61%), PFSI ($396.1M, 8.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XPO | XPO INC | $2.22B | 46.55% | 11.4M | Hold |
| 2 | TLN | TALEN ENERGY CORP | $957.7M | 20.06% | 3.0M | Hold |
| 3 | QXO | QXO INC | $455.5M | 9.54% | 23.5M | Trimmed |
| 4 | RXO | RXO INC | $411.0M | 8.61% | 28.1M | Added |
| 5 | PFSI | PENNYMAC FINL SVCS INC NEW | $396.1M | 8.30% | 4.5M | Hold |
| 6 | OXY/WS | OCCIDENTAL PETE CORP | $244.1M | 5.11% | 5.7M | Hold |
| 7 | BHC | BAUSCH HEALTH COS INC | $32.4M | 0.68% | 6.0M | Hold |
| 8 | IE | IVANHOE ELECTRIC INC | $30.2M | 0.63% | 2.6M | Hold |
| 9 | RICE ACQUISITION CORP 3 | $24.7M | 0.52% | 2.4M | Hold | |
| 10 | RICE ACQUISITION CORP 3 | $320,000 | 0.01% | 400,000 | Hold | |
| 11 | CNX | CNX RES CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31