MFN Partners Management, LP — 13F holdings

MFN Partners Management, LP reported 9 holdings worth $4.83B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. XPO XPO INC — $2.03B (41.9%)
2. TLN TALEN ENERGY CORP — $1.15B (23.8%)
3. RXO RXO INC — $776M (16.0%)
4. QXO QXO INC — $405M (8.4%)
5. PFSI PENNYMAC FINL SVCS INC NEW — $395M (8.2%)
6. BHC BAUSCH HEALTH COS INC — $29.6M (0.6%)
7. KRSP RICE ACQUISITION CORP 3 — $25.2M (0.5%)
8. IE IVANHOE ELECTRIC INC — $24.5M (0.5%)
9. KRSP.WS RICE ACQUISITION CORP 3 — $396K (0.0%)