MFN Partners Management, LP — 13F Holdings & Portfolio
CIK 1732811 · latest 13F-HR filed 2026-05-01
MFN Partners Management, LP manages $24.9M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are KRSP (98.72%), KRSP.WS (1.28%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 9, added to 0, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$24.9M
Long-equity book
2
Distinct positions
2025-12-31
Filed 2026-05-01
+2 / −9 / ↑0 / ↓0
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Exited Positions
- XPO INC$1.55B
- TALEN ENERGY CORP$1.12B
- PENNYMAC FINL SVCS INC NEW$597.5M
- QXO INC$584.0M
- RXO INC$348.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-05-01 | $24.9M | 2 | 0000904454-26-000248 |
| 2025-12-31 | 2026-02-12 | $4.71B | 9 | 0000904454-26-000091 |