MFN Partners Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, MFN Partners Management, LP held in its portfolio 9 assets valued at $4,706,614,957 (i.e. $4.71B).

The most valuable assets in the portfolio included: XPO INC ($1.55B), TALEN ENERGY CORP ($1.13B), and PENNYMAC FINL SVCS INC NEW ($597.47M).

The chart below shows the top 9 valuable assets, and the table below shows the top 9 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in MFN Partners Management, LP Portfolio

XPO INC

TALEN ENERGY CORP

PENNYMAC FINL SVCS INC NEW

QXO INC

RXO INC

CNX RES CORP

OCCIDENTAL PETE CORP

BAUSCH HEALTH COS INC

IVANHOE ELECTRIC INC

MFN Partners Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
XPO INC	11425369	1552821901	COM
TALEN ENERGY CORP	3000000	1124520000	COM
PENNYMAC FINL SVCS INC NEW	4531792	597471457	COM
QXO INC	30277326	584049619	COM NEW
RXO INC	27577666	348581698	COMMON STOCK
CNX RES CORP	8350000	307029500	COM
OCCIDENTAL PETE CORP	5690600	109640790	*W EXP 08/03/2027
BAUSCH HEALTH COS INC	6000000	41700000	COM
IVANHOE ELECTRIC INC	2553191	40799992	COM