Mfn Partners Management, LP Portfolio Holdings

Mfn Partners Management, LP

  • $2.86 Billion
  • Q1 2025

Mfn Partners Management, LP has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.86 Billion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Xpo Logistics, Inc. with a value of $1.23B, Rxo, Inc. with a value of $527M, Penny Mac Financial Services, Inc. with a value of $454M, Hca Healthcare, Inc. with a value of $337M, and Cnx Resources Corp with a value of $263M.

Examining the 13F form we can see an decrease of $708M in the current position value, from $3.57B to 2.86B.

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 $2.86 Billion
Industrials: $1.23 Billion
Financial Services: $454 Million
Healthcare: $375 Million
Energy: $263 Million
Basic Materials: $14.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.97B
$454 Million 15.85% of portfolio
4,531,792
Q1 2022 Added 13.99%
$5.8B
$263 Million 9.18% of portfolio
8,350,000
Q1 2025 Reduced 44.33%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $2.86 Billion
  • Prior Value $3.57 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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