Investor Details
| Filer Name: | MFN PARTNERS MANAGEMENT, LP |
|---|---|
| CIK: | 1732811 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-12 |
| Number of Holdings: | 11 |
| Portfolio Value: | $5.08B |
Mfn Partners Management, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| XPO | US | XPO INC | 11,425,369 | $1,498M | 29.51% | - | - |
| QXO | US | QXO INC | 46,908,701 | $746M | 14.69% | -13.0% | - |
| RXO | US | RXO INC | 27,577,666 | $657M | 12.95% | - | - |
| TLN | US | TALEN ENERGY CORP | 3,000,000 | $604M | 11.90% | - | - |
| CNX | US | CNX RESOURCES CORP | 15,000,000 | $550M | 10.83% | - | - |
| PFSI | US | PENNYMAC FINANCIAL SERVICES | 4,531,792 | $463M | 9.12% | - | - |
| HCA | US | HCA HEALTHCARE INC | 973,898 | $292M | 5.76% | - | - |
| OXY/WS | US | OCCIDENTAL PETROLEUM-CW27 | 5,690,600 | $157M | 3.09% | - | - |
| BHC | US | BAUSCH HEALTH COS INC | 6,000,000 | $48M | 0.95% | - | - |
| FWRD | US | FORWARD AIR CORP | 1,289,358 | $42M | 0.82% | - | - |
| IE | US | IVANHOE ELECTRIC INC / US | 2,553,191 | $19M | 0.38% | - | - |