13F HOLDINGS REPORT
MFN Partners Management, LP
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0000904454-25-000404
Total Value
$4.67B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPO INC | XPO | 11,425,369 | $1.44B | 30.88% |
| 2 | QXO INC | QXO-PB | 46,908,701 | $1.01B | 21.62% |
| 3 | TALEN ENERGY CORP | TLN | 3,000,000 | $872.3M | 18.67% |
| 4 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 4,531,792 | $451.5M | 9.66% |
| 5 | RXO INC | RXO | 27,577,666 | $433.5M | 9.28% |
| 6 | CNX RES CORP | CNX | 8,350,000 | $281.2M | 6.02% |
| 7 | OCCIDENTAL PETE CORP | 674599162 | 5,690,600 | $117.9M | 2.52% |
| 8 | BAUSCH HEALTH COS INC | 071734107 | 6,000,000 | $40.0M | 0.86% |
| 9 | IVANHOE ELECTRIC INC | IE | 2,553,191 | $23.2M | 0.50% |