StockDriftsStockDriftsTop 9 MFN Partners Management, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XPO | XPO INC | 46.55% | 11.43M | $2.22B | new | $36.30(+466.29%) | 2026-03-31 | |
| TLN | TALEN ENERGY CORP | 20.06% | 3.00M | $957.7M | new | $144.63(+143.99%) | 2026-03-31 | |
| QXO | QXO INC | 9.54% | 23.45M | $455.5M | new | $43.77(-60.17%) | 2026-03-31 | |
| RXO | RXO INC | 8.61% | 28.11M | $411.0M | new | $7769.79(-99.77%) | 2026-03-31 | |
| PFSI | PENNYMAC FINL SVCS INC NEW | 8.3% | 4.53M | $396.1M | new | $64.75(+35.62%) | 2026-03-31 | |
| BHC | BAUSCH HEALTH COS INC | 0.68% | 6.00M | $32.4M | new | $7.62(-28.52%) | 2026-03-31 | |
| IE | IVANHOE ELECTRIC INC | 0.63% | 2.55M | $30.2M | new | $8.70(+58.62%) | 2026-03-31 | |
| KRSP | RICE ACQUISITION CORP 3 | 0.52% | 2.40M | $24.7M | +0.00%(+0) | $10.25(+1.07%) | 2026-03-31 | |
| KRSPWS | RICE ACQUISITION CORP 3 | 0.01% | 400.0K | $320K | +0.00%(+0) | $0.80 | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +34.92% | +145.62% |
| Top 20 Holdings Unweighted | +27.66% | +108.03% |
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