Holders — by stockHoldings — by fund
MFN Partners Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001732811
$4.83B
disclosed book value
9
positions
41.9%
largest position share
Positions, as of 2026-06-30
top 9 of 9 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | XPOXPO INC | 9.9M | $2.03B | 41.9% |
| 2 | TLNTALEN ENERGY CORP | 3.0M | $1.15B | 23.8% |
| 3 | RXORXO INC | 28.1M | $775.6M | 16% |
| 4 | QXOQXO INC | 23.5M | $405.3M | 8.4% |
| 5 | PFSIPENNYMAC FINL SVCS INC NEW | 4.5M | $394.7M | 8.2% |
| 6 | BHCBAUSCH HEALTH COS INC | 6.0M | $29.6M | 0.6% |
| 7 | KRSPRICE ACQUISITION CORP 3 | 2.4M | $25.2M | 0.5% |
| 8 | IEIVANHOE ELECTRIC INC | 2.6M | $24.5M | 0.5% |
| 9 | RICE ACQUISITION CORP 3 | 400,000 | $396,000 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.