Q2 2025 · 13F-HR
MFN Partners Management, LPholdings as filed
Filed 2025-08-08 · accession 0000904454-25-000404
$4.67B
Reported value
9
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 983793100 | XPO | XPO INC | $1.44B | 30.9% | 11,425,369 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $1.01B | 21.6% | 46,908,701 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $872.3M | 18.7% | 3,000,000 | Common | SOLE |
| 70932M107 | PFSI | PENNYMAC FINL SVCS INC NEW | $451.5M | 9.66% | 4,531,792 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $433.5M | 9.28% | 27,577,666 | Common | SOLE |
| 12653C108 | CNX | CNX RES CORP | $281.2M | 6.02% | 8,350,000 | Common | SOLE |
| 674599162 | OXY/WS | OCCIDENTAL PETE CORP | $117.9M | 2.52% | 5,690,600 | Common | SOLE |
| 071734107 | BHC | BAUSCH HEALTH COS INC | $40.0M | 0.86% | 6,000,000 | Common | SOLE |
| 46578C108 | IE | IVANHOE ELECTRIC INC | $23.2M | 0.50% | 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.