MFN Partners Management, LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| XPO INC | 11,425,369 | 11,425,369 | 0 | 1,476,957,451 | 1,552,821,901 | +75,864,450 |
| CNX RES CORP | 8,350,000 | 8,350,000 | 0 | 268,202,000 | 307,029,500 | +38,827,500 |
| PENNYMAC FINL SVCS INC NEW | 4,531,792 | 4,531,792 | 0 | 561,398,393 | 597,471,457 | +36,073,064 |
| IVANHOE ELECTRIC INC | 2,553,191 | 2,553,191 | 0 | 32,042,547 | 40,799,992 | +8,757,445 |
| BAUSCH HEALTH COS INC | 6,000,000 | 6,000,000 | 0 | 38,700,000 | 41,700,000 | +3,000,000 |
| OCCIDENTAL PETE CORP | 5,690,600 | 5,690,600 | 0 | 145,110,300 | 109,640,790 | -35,469,510 |
| RXO INC | 27,577,666 | 27,577,666 | 0 | 424,144,503 | 348,581,698 | -75,562,805 |
| QXO INC | 38,250,850 | 30,277,326 | -7,973,524 | 729,061,201 | 584,049,619 | -145,011,582 |
| TALEN ENERGY CORP | 3,000,000 | 3,000,000 | 0 | 1,276,140,000 | 1,124,520,000 | -151,620,000 |