MP
| |
MFN Partners Management, LP13F | |
| MFN Partners Management, LP | |
| Last update 2025-05-13 | 10 Stocks (0 new) |
| Value $4.25 Bil | Turnover 0 % |
MFN Partners Management, LP Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XPO | XPO Inc | 11,425,369 | 1,229,141.2 | 0% | 28.890 | 0% | 9.700 | +36.35% | +0.24% | 15,488.0 | Transportation | |
QXO | QXO Inc | 46,908,701 | 635,143.8 | 0% | 14.930 | 0% | 9.040 | +81.31% | +39.12% | 14,827.8 | Software | |
TLN | Talen Energy Corp | 3,000,000 | 599,010.0 | 0% | 14.080 | 0% | 6.590 | +57.40% | +54.37% | 14,154.2 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
| |
RXO | RXO Inc | 27,577,666 | 526,733.4 | 0% | 12.380 | 0% | 16.820 | +30.44% | -30.08% | 2,732.5 | Transportation | |
PFSI | PennyMac Financial Services Inc | 4,531,792 | 453,677.7 | 0% | 10.660 | 0% | 8.770 | +7.40% | +1.67% | 5,332.7 | Banks | |
HCA | HCA Healthcare Inc | 973,898 | 336,530.5 | 0% | 7.910 | 0% | 0.400 | +9.85% | +19.07% | 85,617.8 | Healthcare Providers & Services | |
CNX | CNX Resources Corp | 8,350,000 | 262,858.0 | -44.33% | 6.180 | -4.80% | 5.770 | +9.94% | -9.19% | 4,819.3 | Oil & Gas | |
OXY.WS | Occidental Petroleum Corp | 5,690,600 | 157,458.9 | 0% | 3.700 | 0% | - | - | - | 0 | Oil & Gas | |
BHC | Bausch Health Companies Inc | 6,000,000 | 38,820.0 | 0% | 0.910 | 0% | 1.620 | +24.47% | -19.85% | 2,388.8 | Drug Manufacturers | |
IE | Ivanhoe Electric Inc | 2,553,191 | 14,834.0 | 0% | 0.350 | 0% | 1.930 | +91.48% | +56.23% | 1,563.9 | Metals & Mining |
MFN Partners Management, LP's Historical Top Holdings Breakdowns
MFN Partners Management, LP's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CNX | CNX Resources Corp | 2025-03-31 | Reduce Reduce | -4.80% | 27.38 ($30.12) 37.32 | $33.32 | 10.62% | Reduce -44.33% | 8,350,000 | -6,650,000 | |
FWRD | Forward Air Corp | 2025-03-31 | Sold Out Sold Out | -0.82% | 17.41 ($27.58) 34.85 | $27.57 | -0.04% | Sold Out | 0 | -1,289,358 | |
QXO | QXO Inc | 2024-12-31 | Reduce Reduce | -2.18% | 13.67 ($15.76) 17.99 | $22.11 | 40.26% | Reduce -12.98% | 46,908,701 | -7,000,000 | |
CYCN | Cyclerion Therapeutics Inc | 2024-12-31 | Sold Out Sold Out | -0.01% | 1.36 ($2.79) 6.35 | $3.40 | 21.86% | Sold Out | 0 | -169,460 | |
QXO | QXO Inc | 2024-09-30 | New Buy New Buy | +16.76% | 10.75 ($29.17) 123.96 | $22.11 | -24.22% | New holding | 53,908,701 | 53,908,701 | |
TLN | Talen Energy Corp | 2024-09-30 | New Buy New Buy | +10.54% | 109.08 ($138.87) 190.02 | $311.01 | 123.96% | New holding | 3,000,000 | 3,000,000 | |
CNX | CNX Resources Corp | 2024-09-30 | New Buy New Buy | +9.63% | 24.01 ($26.93) 32.57 | $33.32 | 23.73% | New holding | 15,000,000 | 15,000,000 | |
LAD | Lithia Motors Inc | 2024-09-30 | Sold Out Sold Out | -7.62% | 243.05 ($278.77) 320.83 | $312.53 | 12.11% | Sold Out | 0 | -890,000 | |
RXO | RXO Inc | 2024-09-30 | Add Add | +5.67% | 25.55 ($28.24) 31.9 | $16.72 | -40.79% | Add 59.31% | 27,577,666 | 10,266,810 | |
FWRD | Forward Air Corp | 2024-09-30 | Add Add | +0.27% | 18.65 ($28.38) 37.23 | $27.57 | -2.85% | Add 42.66% | 1,289,358 | 385,581 |
MFN Partners Management, LP Total Holding History ($B)
MFN Partners Management, LP's Asset Allocation
MFN Partners Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
MFN Partners Management, LP's Hypothetical Growth since 2025-03-31
MFN Partners Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MFN Partners Management, LP's Holdings Heat Map
Size field:
MFN Partners Management, LP's Holdings Bubble Chart
MFN Partners Management, LP News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers