MFN Partners Management, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
MFN Partners Management, LP disclosed 11 US equity positions worth $5.1bn in its Q4 2024 13F filing. The largest position was XPO at 29.5% of the reported book, followed by QXO and RXO. Against the Q3 2024 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 11 holdings.
What did MFN Partners Management, LP own in Q4 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | XPO XPO INC | Industrials | 29.5% | $1.5bn | 11,425,369 | 0% | held |
| 2 | QXO QXO INC | Industrials | 14.7% | $745.8m | 46,908,701 | -13% | reduced |
| 3 | RXO RXO INC | Industrials | 12.9% | $657.5m | 27,577,666 | 0% | held |
| 4 | TLN TALEN ENERGY CORP | Utilities | 11.9% | $604.4m | 3,000,000 | 0% | held |
| 5 | CNX CNX RES CORP | Energy | 10.8% | $550.0m | 15,000,000 | 0% | held |
| 6 | PFSI PENNYMAC FINL SVCS INC NEW | Financial Services | 9.1% | $462.9m | 4,531,792 | 0% | held |
| 7 | HCA HCA HEALTHCARE INC | Healthcare | 5.8% | $292.3m | 973,898 | 0% | held |
| 8 | OCCIDENTAL PETE CORP | 3.1% | $156.8m | 5,690,600 | 0% | held | |
| 9 | BHC BAUSCH HEALTH COS INC | Healthcare | 1.0% | $48.4m | 6,000,000 | 0% | held |
| 10 | FWRD FORWARD AIR CORP | Industrials | 0.8% | $41.6m | 1,289,358 | 0% | held |
| 11 | IE IVANHOE ELECTRIC INC | 0.4% | $19.3m | 2,553,191 | 0% | held |
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.