Q4 2024 · 13F-HR
MFN Partners Management, LPholdings as filed
Filed 2025-02-12 · accession 0000904454-25-000115
$5.08B
Reported value
11
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 983793100 | XPO | XPO INC | $1.50B | 29.5% | 11,425,369 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $745.8M | 14.7% | 46,908,701 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $657.5M | 12.9% | 27,577,666 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $604.4M | 11.9% | 3,000,000 | Common | SOLE |
| 12653C108 | CNX | CNX RES CORP | $550.0M | 10.8% | 15,000,000 | Common | SOLE |
| 70932M107 | PFSI | PENNYMAC FINL SVCS INC NEW | $462.9M | 9.12% | 4,531,792 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $292.3M | 5.76% | 973,898 | Common | SOLE |
| 674599162 | OXY/WS | OCCIDENTAL PETE CORP | $156.8M | 3.09% | 5,690,600 | Common | SOLE |
| 071734107 | BHC | BAUSCH HEALTH COS INC | $48.4M | 0.95% | 6,000,000 | Common | SOLE |
| 349853101 | FWRDUSD | FORWARD AIR CORP | $41.6M | 0.82% | 1,289,358 | Common | SOLE |
| 46578C108 | IE | IVANHOE ELECTRIC INC | $19.3M | 0.38% | 2,553,191 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.