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MFN Partners Management, LP
hedge fundUpdated 29 days agoManaged by Mfn Partners Management, Lp • Latest filing Q2 2026
Portfolio value
$4.8B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
31.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 15 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2022 | $2.3B |
| Q1 2023 | $2.2B |
| Q2 2023 | $3.1B |
| Q3 2023 | $3B |
| Q4 2023 | $3.1B |
| Q1 2024 | $3.5B |
| Q2 2024 | $2.9B |
| Q3 2024 | $5.1B |
| Q4 2024 | $5.1B |
| Q1 2025 | $4.3B |
| Q2 2025 | $4.7B |
| Q3 2025 | $5B |
| Q4 2025 | $4.7B |
| Q1 2026 | $4.8B |
| Q2 2026 | $4.8B |
Top holdings
9 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WYNN XPO INC | $2B | 9.87M | 41.91% | — |
| 2 | T TLN TALEN ENERGY CORP | $1.2B | 3.00M | 23.85% | — |
| 3 | ? N/A RXO INC | $775.6M | 28.11M | 16.04% | — |
| 4 | ? N/A QXO INC | $405.3M | 23.45M | 8.38% | — |
| 5 | P PFSI PENNYMAC FINL SVCS INC NEW | $394.7M | 4.53M | 8.17% | — |
| 6 | B BHC BAUSCH HEALTH COS INC | $29.6M | 6.00M | 0.61% | — |
| 7 | K KRSP-UN RICE ACQUISITION CORP 3 | $25.2M | 2.40M | 0.52% | — |
| 8 | I IE IVANHOE ELECTRIC INC | $24.5M | 2.55M | 0.51% | — |
| 9 | K KRSP-UN RICE ACQUISITION CORP 3 | $396K | 400.0K | 0.01% | — |