MFN Partners Management, LP Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$5.0T
Holdings
9
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO INC | 11,425,369 | $1.5T | 29.83% | |
| 2 | TLNTALEN ENERGY CORP | 3,000,000 | $1.3T | 25.77% | |
| 3 | QXOQXO INC | 38,250,850 | $729.1B | 14.72% | |
| 4 | PFSIPENNYMAC FINL SVCS INC NEW | 4,531,792 | $561.4B | 11.34% | |
| 5 | RXORXO INC | 27,577,666 | $424.1B | 8.57% | |
| 6 | CNXCNX RES CORP | 8,350,000 | $268.2B | 5.42% | |
| 7 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $145.1B | 2.93% | |
| 8 | BHCBAUSCH HEALTH COS INC | 6,000,000 | $38.7B | 0.78% | |
| 9 | IEIVANHOE ELECTRIC INC | 2,553,191 | $32.0B | 0.65% |