13FBOX
MFN Partners Management, LP · 13F Holdings
Options Calculator Rankings

MFN Partners Management, LP

No.981 Data as of 2026Q2
Latest AUM (Q2 2026)
$4.83B
QoQ Change Q1 2026
+$59.4M+1.2%
Holdings
9
New Buys
0
Adds
0
Reduces
1
Exits
1
Unchanged
8
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
XPO INCXPO
41.91%46.55%$2.03B9.9M$2.22B11.4M-1.6M-13.62%Reduce
TTALEN ENERGY CORPTLN
23.85%20.06%$1.15B3.0M$957.7M3.0M00.00%Unchanged
RRXO INCRXO
16.04%8.61%$775.6M28.1M$411.0M28.1M00.00%Unchanged
QQXO INCQXO
8.38%9.54%$405.3M23.5M$455.5M23.5M00.00%Unchanged
PPENNYMAC FINL SVCS INC NEWPFSI
8.17%8.3%$394.7M4.5M$396.1M4.5M00.00%Unchanged
BBAUSCH HEALTH COS INCBHC
0.61%0.68%$29.6M6.0M$32.4M6.0M00.00%Unchanged
RRICE ACQUISITION CORP 3
0.52%0.52%$25.2M2.4M$24.7M2.4M00.00%Unchanged
IVANHOE ELECTRIC INCIE
0.51%0.63%$24.5M2.6M$30.2M2.6M00.00%Unchanged
RRICE ACQUISITION CORP 3
0.01%0.01%$396,000400,000$320,000400,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow