13F HOLDINGS REPORT
MFN Partners Management, LP
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0000904454-25-000244
Total Value
$4.25B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPO INC | XPO | 11,425,369 | $1.23B | 28.89% |
| 2 | QXO INC | QXO-PB | 46,908,701 | $635.1M | 14.93% |
| 3 | TALEN ENERGY CORP | TLN | 3,000,000 | $599.0M | 14.08% |
| 4 | RXO INC | RXO | 27,577,666 | $526.7M | 12.38% |
| 5 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 4,531,792 | $453.7M | 10.66% |
| 6 | HCA HEALTHCARE INC | HCA | 973,898 | $336.5M | 7.91% |
| 7 | CNX RES CORP | CNX | 8,350,000 | $262.9M | 6.18% |
| 8 | OCCIDENTAL PETE CORP | 674599162 | 5,690,600 | $157.5M | 3.70% |
| 9 | BAUSCH HEALTH COS INC | 071734107 | 6,000,000 | $38.8M | 0.91% |
| 10 | IVANHOE ELECTRIC INC | IE | 2,553,191 | $14.8M | 0.35% |