MFN Partners Management, LP holds a concentrated book of 10 stocks worth $4.8B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they trimmed Qxo Inc. Their largest long position is Xpo Inc at 47% of the equity book.
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Use Arkolith to show MFN Partners Management, LP's latest holdings, largest changes, and filing provenance.
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
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 | $2.2B | 11.43M | 46.6% | —Held | |
| 2 | Talen Energy Corp COM | $957.7M | 3.00M | 20.1% | —Held | |
| 3 | Qxo Inc COM NEW | $455.5M | 23.45M | 9.5% | ▼−23% Reduced · −6.8M sh | |
| 4 | Rxo Inc COMMON STOCK | $411.0M | 28.11M | 8.6% | ▲+1.9% Added · +532K sh | |
| 5 | Pennymac Finl Svcs Inc New COM | $396.1M | 4.53M | 8.3% | —Held | |
| 6 | Occidental Pete Corp *W EXP 08/03/2027 | $244.1M | 5.69M | 5.1% | —Held | |
| 7 | Bausch Health Cos Inc COM | $32.4M | 6.00M | 0.7% | —Held | |
| 8 | Ivanhoe Electric Inc COM | $30.2M | 2.55M | 0.6% | —Held | |
| 9 | Rice Acquisition Corp 3 ORD SHS CL A | $24.7M | 2.40M | 0.5% | —Held | |
| 10 | Rice Acquisition Corp 3 *W EXP 99/99/999 | $320K | 400.0K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 14 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.