Mfn Partners Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mfn Partners Management, LP disclosed 10 US equity positions worth $4.8bn in its Q1 2026 13F filing. The largest position was XPO at 46.6% of the reported book, followed by TLN and QXO.
What did Mfn Partners Management, LP own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | XPO XPO INC | Industrials | 46.6% | $2.2bn | 11,425,369 | – | |
| 2 | TLN TALEN ENERGY CORP | Utilities | 20.1% | $957.7m | 3,000,000 | – | |
| 3 | QXO QXO INC | Industrials | 9.5% | $455.5m | 23,454,350 | – | |
| 4 | RXO RXO INC | Industrials | 8.6% | $411.0m | 28,109,942 | – | |
| 5 | PFSI PENNYMAC FINL SVCS INC NEW | Financial Services | 8.3% | $396.1m | 4,531,792 | – | |
| 6 | OCCIDENTAL PETE CORP | 5.1% | $244.1m | 5,690,600 | – | ||
| 7 | BHC BAUSCH HEALTH COS INC | Healthcare | 0.7% | $32.4m | 6,000,000 | – | |
| 8 | IE IVANHOE ELECTRIC INC | 0.6% | $30.2m | 2,553,191 | – | ||
| 9 | RICE ACQUISITION CORP 3 | 0.5% | $24.7m | 2,400,000 | – | ||
| 10 | RICE ACQUISITION CORP 3 | 0.0% | $320.0k | 400,000 | – |
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.