MFN Partners Management, LP holds a concentrated book of 9 stocks worth $4.8B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened CNX Resources Corp and trimmed Xpo Inc. Their largest long position is Xpo Inc at 42% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as MFN Partners Management, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 11 / 9 | $147.1M |
| UBS Group AG | 10 / 9 | $616.7M |
| JPMORGAN CHASE & CO | 10 / 9 | $215.7M |
| BlackRock, Inc. | 9 / 9 | $5.6B |
| MORGAN STANLEY | 9 / 9 | $1.9B |
| GOLDMAN SACHS GROUP INC | 9 / 9 | $580.8M |
| BANK OF AMERICA CORP /DE/ | 9 / 9 | $429.6M |
| D. E. Shaw & Co., Inc. | 9 / 9 | $233.4M |
Ranked by how many of MFN Partners Management, LP's top 9 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Xpo Inc COM | $2.0B | 9.87M | 41.9% | ▼−14% Reduced · −1.6M sh | |
| 2 | Talen Energy Corp COM | $1.2B | 3.00M | 23.8% | —Held | |
| 3 | Rxo Inc COMMON STOCK | $775.6M | 28.11M | 16.0% | —Held | |
| 4 | Qxo Inc COM NEW | $405.3M | 23.45M | 8.4% | —Held | |
| 5 | Pennymac Finl Svcs Inc New COM | $394.7M | 4.53M | 8.2% | —Held | |
| 6 | Bausch Health Cos Inc COM | $29.6M | 6.00M | 0.6% | —Held | |
| 7 | Rice Acquisition Corp 3 ORD SHS CL A | $25.2M | 2.40M | 0.5% | —Held | |
| 8 | Ivanhoe Electric Inc COM | $24.5M | 2.55M | 0.5% | —Held | |
| 9 | Rice Acquisition Corp 3 *W EXP 99/99/999 | $396K | 400.0K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1732811/holdings"
Use Arkolith to show MFN Partners Management, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 9 | $4.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 10 | $4.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 1, 2026 | 11 | $4.7B | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 9 | $5.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 9 | $4.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 10 | $4.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 11 | $5.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 12 | $5.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 10 | $2.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 10 | $3.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 12 | $3.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 13 | $3.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 14 | $3.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 15 | $2.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Apr 27, 2023 | 16 | $2.3B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 17 | $2.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 16 | $2.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 20 | $2.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 15 | $2.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 14 | $2.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 14 | $1.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 15 | $1.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.