13F HOLDINGS REPORT
MFN Partners Management, LP
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0000904454-25-000115
Total Value
$5.08B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPO INC | XPO | 11,425,369 | $1.50B | 29.51% |
| 2 | QXO INC | QXO-PB | 46,908,701 | $745.8M | 14.69% |
| 3 | RXO INC | RXO | 27,577,666 | $657.5M | 12.95% |
| 4 | TALEN ENERGY CORP | TLN | 3,000,000 | $604.4M | 11.90% |
| 5 | CNX RES CORP | CNX | 15,000,000 | $550.0M | 10.83% |
| 6 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 4,531,792 | $462.9M | 9.12% |
| 7 | HCA HEALTHCARE INC | HCA | 973,898 | $292.3M | 5.76% |
| 8 | OCCIDENTAL PETE CORP | 674599162 | 5,690,600 | $156.8M | 3.09% |
| 9 | BAUSCH HEALTH COS INC | 071734107 | 6,000,000 | $48.4M | 0.95% |
| 10 | FORWARD AIR CORP | FWRD | 1,289,358 | $41.6M | 0.82% |
| 11 | IVANHOE ELECTRIC INC | IE | 2,553,191 | $19.3M | 0.38% |