MFN Partners Management, LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
MFN Partners Management, LP disclosed 12 US equity positions worth $5.1bn in its Q3 2024 13F filing. The largest position was XPO at 24.2% of the reported book, followed by QXO and RXO.
What did MFN Partners Management, LP own in Q3 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | XPO XPO INC | Industrials | 24.2% | $1.2bn | 11,425,369 | – | |
| 2 | QXO QXO INC | Industrials | 16.8% | $850.1m | 53,908,701 | – | |
| 3 | RXO RXO INC | Industrials | 15.2% | $772.2m | 27,577,666 | – | |
| 4 | TLN TALEN ENERGY CORP | Utilities | 10.5% | $534.7m | 3,000,000 | – | |
| 5 | PFSI PENNYMAC FINL SVCS INC NEW | Financial Services | 10.2% | $516.5m | 4,531,792 | – | |
| 6 | CNX CNX RES CORP | Energy | 9.6% | $488.6m | 15,000,000 | – | |
| 7 | HCA HCA HEALTHCARE INC | Healthcare | 7.8% | $395.8m | 973,898 | – | |
| 8 | OCCIDENTAL PETE CORP | 3.3% | $169.1m | 5,690,600 | – | ||
| 9 | BHC BAUSCH HEALTH COS INC | Healthcare | 1.0% | $49.0m | 6,000,000 | – | |
| 10 | FWRD FORWARD AIR CORP | Industrials | 0.9% | $45.6m | 1,289,358 | – | |
| 11 | IE IVANHOE ELECTRIC INC | 0.4% | $21.6m | 2,553,191 | – | ||
| 12 | CYCN CYCLERION THERAPEUTICS INC | 0.0% | $437.2k | 169,460 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.