MFN Partners Management, LP
Net seller this quarter
$4.83B
8
-$596M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 XPO | $2.03B | 41.91% | 8.44% | -13.6% | Q4 2018 |
 TLN | $1.15B | 23.85% | 6.26% | Not reported | Q3 2024 |
 RXO | $776M | 16.04% | 17.04% | Not reported | Q4 2022 |
 QXO | $405M | 8.38% | 3.23% | Not reported | Q3 2024 |
 PFSI | $395M | 8.17% | 8.72% | Not reported | Q1 2021 |
 BHC | $29.6M | 0.61% | 1.60% | Not reported | Q3 2022 |
 KRSP | $25.2M | 0.52% | Not reported | Not reported | Q4 2025 |
 IE | $24.5M | 0.51% | 1.60% | Not reported | Q2 2022 |
| Q1 2026 | |||||
| XPO | $2.22B | 46.55% | 9.77% | Not reported | Q4 2018 |
| TLN | $958M | 20.06% | 6.61% | Not reported | Q3 2024 |
| QXO | $455M | 9.54% | 3.30% | -22.5% | Q3 2024 |
| RXO | $411M | 8.61% | 17.05% | +1.9% | Q4 2022 |
| PFSI | $396M | 8.30% | 8.73% | Not reported | Q1 2021 |
 OXY | $244M | 5.11% | 0.57% | Not reported | Q3 2020 |
| BHC | $32.4M | 0.68% | 1.61% | Not reported | Q3 2022 |
| IE | $30.2M | 0.63% | 1.62% | Not reported | Q2 2022 |
| KRSP | $24.7M | 0.52% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| XPO | $1.55B | 32.82% | 9.77% | Not reported | Q4 2018 |
| TLN | $1.12B | 23.77% | 6.57% | Not reported | Q3 2024 |
| PFSI | $597M | 12.63% | 8.70% | Not reported | Q1 2021 |
| QXO | $584M | 12.34% | 4.49% | -20.9% | Q3 2024 |
| RXO | $349M | 7.37% | 16.80% | Not reported | Q4 2022 |
 CNX | $307M | 6.49% | 5.86% | Not reported | Q3 2024 |
| OXY | $110M | 2.32% | 0.58% | Not reported | Q3 2020 |
| BHC | $41.7M | 0.88% | 1.62% | Not reported | Q3 2022 |
| IE | $40.8M | 0.86% | 1.75% | Not reported | Q2 2022 |
| KRSP | $24.6M | 0.52% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| XPO | $1.48B | 29.83% | 9.77% | Not reported | Q4 2018 |
| TLN | $1.28B | 25.77% | 6.57% | Not reported | Q3 2024 |
| QXO | $729M | 14.72% | 5.67% | -18.5% | Q3 2024 |
| PFSI | $561M | 11.34% | 8.74% | Not reported | Q1 2021 |
| RXO | $424M | 8.57% | 16.81% | Not reported | Q4 2022 |
| CNX | $268M | 5.42% | 6.14% | Not reported | Q3 2024 |
| OXY | $145M | 2.93% | 0.58% | Not reported | Q3 2020 |
| BHC | $38.7M | 0.78% | 1.62% | Not reported | Q3 2022 |
| IE | $32M | 0.65% | 1.92% | Not reported | Q2 2022 |