StockDriftsStockDriftsTop 9 Mfn Partners Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XPO | XPO INC | 41.91% | 9.87M | $2.03B | -13.62%(-1.56M) | $36.30(+482.20%) | 2026-06-30 | |
| TLN | TALEN ENERGY CORP | 23.85% | 3.00M | $1.15B | +0.00%(+0) | $144.63(+150.81%) | 2026-06-30 | |
| RXO | RXO INC | 16.04% | 28.11M | $775.6M | +0.00%(+0) | $21.70(+8.39%) | 2026-06-30 | |
| QXO | QXO INC | 8.38% | 23.45M | $405.3M | +0.00%(+0) | $43.77(-67.77%) | 2026-06-30 | |
| PFSI | PENNYMAC FINL SVCS INC NEW | 8.17% | 4.53M | $394.7M | +0.00%(+0) | $64.75(+20.50%) | 2026-06-30 | |
| BHC | BAUSCH HEALTH COS INC | 0.61% | 6.00M | $29.6M | +0.00%(+0) | $7.62(-14.62%) | 2026-06-30 | |
| KRSP | RICE ACQUISITION CORP 3 | 0.52% | 2.40M | $25.2M | +0.00%(+0) | $10.25(+2.05%) | 2026-06-30 | |
| IE | IVANHOE ELECTRIC INC | 0.51% | 2.55M | $24.5M | +0.00%(+0) | $8.70(+20.92%) | 2026-06-30 | |
| KRSPWS | RICE ACQUISITION CORP 3 | 0.01% | 400.0K | $396K | +0.00%(+0) | $0.80 | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.35% | +101.70% | +19.38% | +142.50% |
| Top 20 Holdings Unweighted | +22.49% | +83.80% | +12.12% | +77.20% |
Mfn Partners Management LP reports $4.83B in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are XPO (41.9%), TLN (23.9%) and RXO (16.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +101.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Mfn Partners Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mfn Partners Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1732811). View Mfn Partners Management LP’s 13F filings on SEC