MFN Partners Management, LP Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$4.7B
Holdings
9
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO INC | 11,425,369 | $1.6B | 32.99% | |
| 2 | TLNTALEN ENERGY CORP | 3,000,000 | $1.1B | 23.89% | |
| 3 | PFSIPENNYMAC FINL SVCS INC NEW | 4,531,792 | $597.5M | 12.69% | |
| 4 | QXOQXO INC | 30,277,326 | $584.0M | 12.41% | |
| 5 | RXORXO INC | 27,577,666 | $348.6M | 7.41% | |
| 6 | CNXCNX RES CORP | 8,350,000 | $307.0M | 6.52% | |
| 7 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $109.6M | 2.33% | |
| 8 | BHCBAUSCH HEALTH COS INC | 6,000,000 | $41.7M | 0.89% | |
| 9 | IEIVANHOE ELECTRIC INC | 2,553,191 | $40.8M | 0.87% |