MFN Partners Management, LP
BOSTON, MA · CIK 1732811 · 13F filing filed 2025-02-12
SEC-registered investment adviser since 2018 · limited partnership
- Assets managed$12.4bn
- Staff17 · 7 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds1 (1 hedge) · $12.4bn gross assets
- Form ADV · 2026-03-25SEC adviser record
- Legal entityMFN PARTNERS MANAGEMENT, LP (US)
$5.1bn
reported value
+0.1% vs Q3 2024
11positions
99.6%in top 10
0 new
0 added
1 reduced
1 sold out
vs Q3 2024
Holdings, Q4 2024
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| XPO INC XPO | $1.5bn29.51% | Unchanged |
| QXO INC QXO | $745.8m14.69% | Reduced -7.0m |
| RXO INC RXO | $657.5m12.95% | Unchanged |
| TALEN ENERGY CORP TLN | $604.4m11.90% | Unchanged |
| CNX RES CORP CNX | $550.0m10.83% | Unchanged |
| PENNYMAC FINL SVCS INC NEW PFSI | $462.9m9.12% | Unchanged |
| HCA HEALTHCARE INC HCA | $292.3m5.76% | Unchanged |
| OCCIDENTAL PETE CORP OXY.WS | $156.8m3.09% | Unchanged |
| BAUSCH HEALTH COS INC BHC | $48.4m0.95% | Unchanged |
| FORWARD AIR CORP FWRD | $41.6m0.82% | Unchanged |
| IVANHOE ELECTRIC INC IE | $19.3m0.38% | Unchanged |
Sold out since Q3 2024
| Security | Value then |
|---|---|
| CYCLERION THERAPEUTICS INC | $437.2k169.5k shares |
Trades reported as a company insider in Q4 2024
Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.