13F HOLDINGS REPORT
MFN Partners Management, LP
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0000904454-24-000602
Total Value
$5.07B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPO INC | XPO | 11,425,369 | $1.23B | 24.22% |
| 2 | QXO INC | QXO-PB | 53,908,701 | $850.1M | 16.76% |
| 3 | RXO INC | RXO | 27,577,666 | $772.2M | 15.22% |
| 4 | TALEN ENERGY CORP | TLN | 3,000,000 | $534.7M | 10.54% |
| 5 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 4,531,792 | $516.5M | 10.18% |
| 6 | CNX RES CORP | CNX | 15,000,000 | $488.6M | 9.63% |
| 7 | HCA HEALTHCARE INC | HCA | 973,898 | $395.8M | 7.80% |
| 8 | OCCIDENTAL PETE CORP | 674599162 | 5,690,600 | $169.1M | 3.33% |
| 9 | BAUSCH HEALTH COS INC | 071734107 | 6,000,000 | $49.0M | 0.97% |
| 10 | FORWARD AIR CORP | FWRD | 1,289,358 | $45.6M | 0.90% |
| 11 | IVANHOE ELECTRIC INC | IE | 2,553,191 | $21.6M | 0.43% |
| 12 | CYCLERION THERAPEUTICS INC | CYCN | 169,460 | $437,207 | 0.01% |