Institutional Fund
Mfn Partners Management, LP
Boston, MACIK 17328116 filings on record
Portfolio Value
$4.77B
Q1 2026
Holdings
10
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+19060.5%
from $24.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Xpo Inc46.6%
- Talen Energy Corp20.1%
- Qxo Inc9.5%
- Rxo Inc8.6%
- Pennymac Finl Svcs Inc New8.3%
- Occidental Pete Corp5.1%
- Other1.8%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Xpo Inc | 11.43M | $2.22B | 46.6% | +11.43M | New |
| 2 | Talen Energy Corp | 3.00M | $957.69M | 20.1% | +3.00M | New |
| 3 | Qxo Inc | 23.45M | $455.48M | 9.5% | +23.45M | New |
| 4 | Rxo Inc | 28.11M | $410.97M | 8.6% | +28.11M | New |
| 5 | Pennymac Finl Svcs Inc New | 4.53M | $396.08M | 8.3% | +4.53M | New |
| 6 | Occidental Pete Corp | 5.69M | $244.13M | 5.1% | +5.69M | New |
| 7 | Bausch Health Cos Inc | 6.00M | $32.40M | 0.7% | +6.00M | New |
| 8 | Ivanhoe Electric Inc | 2.55M | $30.18M | 0.6% | +2.55M | New |
| 9 | Rice Acquisition Corp 3 | 2.40M | $24.74M | 0.5% | 0 | Held |
| 10 | Rice Acquisition Corp 3 | 400.0K | $320.0K | 0.0% | 0 | Held |