Holdings of MFN Partners Management, LP
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 7 in 1 countries
- Top ten
- 100.0 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | XPO Inc | 11,425,369 | 2.2B $ | |
| 2 | TALEN ENERGY CORP | 3,000,000 | 957.7M $ | |
| 3 | QXO Inc | 23,454,350 | 455.5M $ | |
| 4 | RXO Inc | 28,109,942 | 411M $ | |
| 5 | PennyMac Financial Services Inc | 4,531,792 | 396.1M $ | |
| 6 | OCCIDENTAL PETROLEUM CORP | 5,690,600 | 244.1M $ | |
| 7 | Ivanhoe Electric Inc / US | 2,553,191 | 30.2M $ |
Sector breakdown
- Industrials 47.1 %
- Energy 5.2 %
- Unattributed 47.7 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 7 | 4.7B $ | 100.00 % |
Cite this page
Titelia. "Holdings of MFN Partners Management, LP". https://titelia.com/en/funds/US13F1732811