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%XPO alone is 42%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
XPO
Xpo INC
41.9%Trimmed
TLN
Talen Energy Corp
23.8%
RXO
Rxo INC
16.0%
QXO
Qxo INC
8.4%
PFSI
Pennymac Finl Svcs INC New
8.2%
BHC
0.6%
KRSP
0.5%
IE
0.5%
KRSPWS
0.0%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed
Biggest moves since Mar 31, 2026
add_circleNew
None
arrow_upwardAdded
None
arrow_downwardTrimmed
- XPO −14%
remove_circleSold out
- Occidental Pete Corp $244M