Mfn Partners Management, LP Portfolio Holdings

Mfn Partners Management, LP

  • $2.67 Billion
  • Q2 2025

Mfn Partners Management, LP has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.67 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Xpo Logistics, Inc. with a value of $1.44B, Penny Mac Financial Services, Inc. with a value of $452M, Rxo, Inc. with a value of $434M, Cnx Resources Corp with a value of $281M, and Bausch Health Companies Inc. with a value of $40M.

Examining the 13F form we can see an decrease of $190M in the current position value, from $2.86B to 2.67B.

Mfn Partners Management, LP is based out at Boston, MA

Below you can find more details about Mfn Partners Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $2.67 Billion
Industrials: $1.44 Billion
Financial Services: $452 Million
Energy: $281 Million
Healthcare: $40 Million
Basic Materials: $23.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.5B
$1.44 Billion 53.99% of portfolio
11,425,369
Q2 2024 Reduced 9.86%
$5.39B
$452 Million 16.9% of portfolio
4,531,792
Q1 2022 Added 13.99%
$0
$434 Million 16.22% of portfolio
27,577,666
Q3 2024 Added 59.31%
$5.21B
$281 Million 10.52% of portfolio
8,350,000
Q1 2025 Reduced 44.33%
$2.53B
$40 Million 1.5% of portfolio
6,000,000
Q3 2022 New
$925M
$23.2 Million 0.87% of portfolio
2,553,191
Q2 2022 New
-
$0 0.0% of portfolio
-
Q4 2020 Added 83.4%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $2.67 Billion
  • Prior Value $2.86 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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