MFN PARTNERS MANAGEMENT, LP

PrivateCIK: 1732811
Location

BOSTON, MA

10
Positions
$4.77B
Total AUM (reported)
87.57M
Total Shares

Allocation by class

TOTAL AUM$4.77B10 positions
COM$3.64B76.2%
COM NEW$455.48M9.5%
COMMON STOCK$410.97M8.6%
*W EXP 08/03/2027$244.13M5.1%
ORD SHS CL A$24.74M0.5%
*W EXP 99/99/999$320.0K0.0%

Portfolio Concentration

Top 376.1%4–1023.9%TOP 10100.0%0%100%
Top 3$3.64B76.1%
4–10$1.14B23.9%

Top 3 weight

76.1%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 87.57M

Sole

Full voting authority

87.57M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:

XPO INC

SOLE
COM
Shares11.43M
TypeSH
Market value$2.22B
46.55%
Sole
11.43M
Shared
0.00
None
0.00

TALEN ENERGY CORP

SOLE
COM
Shares3M
TypeSH
Market value$957.69M
20.06%
Sole
3M
Shared
0.00
None
0.00

QXO INC

SOLE
COM NEW
Shares23.45M
TypeSH
Market value$455.48M
9.54%
Sole
23.45M
Shared
0.00
None
0.00

RXO INC

SOLE
COMMON STOCK
Shares28.11M
TypeSH
Market value$410.97M
8.61%
Sole
28.11M
Shared
0.00
None
0.00

PENNYMAC FINL SVCS INC NEW

SOLE
COM
Shares4.53M
TypeSH
Market value$396.08M
8.30%
Sole
4.53M
Shared
0.00
None
0.00

OCCIDENTAL PETE CORP

SOLE
*W EXP 08/03/2027
Shares5.69M
TypeSH
Market value$244.13M
5.11%
Sole
5.69M
Shared
0.00
None
0.00

BAUSCH HEALTH COS INC

SOLE
COM
Shares6M
TypeSH
Market value$32.40M
0.68%
Sole
6M
Shared
0.00
None
0.00

IVANHOE ELECTRIC INC

SOLE
COM
Shares2.55M
TypeSH
Market value$30.18M
0.63%
Sole
2.55M
Shared
0.00
None
0.00

RICE ACQUISITION CORP 3

SOLE
ORD SHS CL A
Shares2.40M
TypeSH
Market value$24.74M
0.52%
Sole
2.40M
Shared
0.00
None
0.00

RICE ACQUISITION CORP 3

SOLE
*W EXP 99/99/999
Shares400K
TypeSH
Market value$320.0K
<0.01%
Sole
400K
Shared
0.00
None
0.00