MFN PARTNERS MANAGEMENT, LP

PrivateCIK: 1732811
Location

BOSTON, MA

9
Positions
$4.83B
Total AUM (reported)
80.32M
Total Shares

Allocation by class

TOTAL AUM$4.83B9 positions
COM$3.63B75.0%
COMMON STOCK$775.55M16.0%
COM NEW$405.29M8.4%
ORD SHS CL A$25.20M0.5%
*W EXP 99/99/999$396.0K0.0%

Portfolio Concentration

Top 381.8%4–1018.2%TOP 10100.0%0%100%
Top 3$3.95B81.8%
4–10$879.72M18.2%

Top 3 weight

81.8%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 80.32M

Sole

Full voting authority

80.32M

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)

Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:

XPO INC

SOLE
COM
Shares9.87M
TypeSH
Market value$2.03B
41.91%
Sole
9.87M
Shared
0.00
None
0.00

TALEN ENERGY CORP

SOLE
COM
Shares3M
TypeSH
Market value$1.15B
23.85%
Sole
3M
Shared
0.00
None
0.00

RXO INC

SOLE
COMMON STOCK
Shares28.11M
TypeSH
Market value$775.55M
16.04%
Sole
28.11M
Shared
0.00
None
0.00

QXO INC

SOLE
COM NEW
Shares23.45M
TypeSH
Market value$405.29M
8.38%
Sole
23.45M
Shared
0.00
None
0.00

PENNYMAC FINL SVCS INC NEW

SOLE
COM
Shares4.53M
TypeSH
Market value$394.72M
8.17%
Sole
4.53M
Shared
0.00
None
0.00

BAUSCH HEALTH COS INC

SOLE
COM
Shares6M
TypeSH
Market value$29.58M
0.61%
Sole
6M
Shared
0.00
None
0.00

RICE ACQUISITION CORP 3

SOLE
ORD SHS CL A
Shares2.40M
TypeSH
Market value$25.20M
0.52%
Sole
2.40M
Shared
0.00
None
0.00

IVANHOE ELECTRIC INC

SOLE
COM
Shares2.55M
TypeSH
Market value$24.54M
0.51%
Sole
2.55M
Shared
0.00
None
0.00

RICE ACQUISITION CORP 3

SOLE
*W EXP 99/99/999
Shares400K
TypeSH
Market value$396.0K
<0.01%
Sole
400K
Shared
0.00
None
0.00