account_balance

Investment manager · 13F filer · SEC CIK 1732811

MFN Partners Management, LP

Reported value$4.83Bas of Jun 30, 2026
Positions9 0 new, 1 sold out
Top 10 weight100.0%XPO alone is 42%
FiledAug 1243 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 9 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 9 as a list
XPO Xpo Inc 41.9% Trimmed −14%TLN Talen Energy Corp 23.8% HeldRXO Rxo Inc 16.0% HeldQXO Qxo Inc 8.4% HeldPFSI Pennymac Finl SVCS Inc New 8.2% HeldBHC Bausch Health Cos Inc 0.6% HeldKRSP Rice Acquisition Corp 3 0.5% HeldIE Ivanhoe Electric Inc 0.5% Held
KRSPWS Rice Acquisition Corp 3 0.0% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 12, 2026, compared with the May 14, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed
remove_circleSold out
  • Occidental Pete Corp $244M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk.

This is data, not investment advice. About StockToast