Mfn Partners Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Mfn Partners Management, LP disclosed 9 US equity positions worth $4.8bn in its Q2 2026 13F filing. The largest position was XPO at 41.9% of the reported book, followed by TLN and RXO. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 9 holdings.
What did Mfn Partners Management, LP own in Q2 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | XPO XPO INC | Industrials | 41.9% | $2.0bn | 9,869,691 | -14% | reduced |
| 2 | TLN TALEN ENERGY CORP | Utilities | 23.8% | $1.2bn | 3,000,000 | 0% | held |
| 3 | RXO RXO INC | Industrials | 16.0% | $775.6m | 28,109,942 | 0% | held |
| 4 | QXO QXO INC | Industrials | 8.4% | $405.3m | 23,454,350 | 0% | held |
| 5 | PFSI PENNYMAC FINL SVCS INC NEW | Financial Services | 8.2% | $394.7m | 4,531,792 | 0% | held |
| 6 | BHC BAUSCH HEALTH COS INC | Healthcare | 0.6% | $29.6m | 6,000,000 | 0% | held |
| 7 | RICE ACQUISITION CORP 3 | 0.5% | $25.2m | 2,400,000 | 0% | held | |
| 8 | IE IVANHOE ELECTRIC INC | 0.5% | $24.5m | 2,553,191 | 0% | held | |
| 9 | RICE ACQUISITION CORP 3 | 0.0% | $396.0k | 400,000 | 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.