Mfn Partners Management, Lp Top Holdings and 13F Report (2023) About Mfn Partners Management, LpInvestment ActivityMfn Partners Management, Lp has $5.07 billion in total holdings as of December 31, 2022.Mfn Partners Management, Lp owns shares of 12 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 42.87% of the portfolio was purchased this quarter.About 4.43% of the portfolio was sold this quarter.This quarter, Mfn Partners Management, Lp has purchased 10 new stocks and bought additional shares in 2 stocks.Mfn Partners Management, Lp sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings XPO $1,228,341,421QXO INC $850,140,215RXO $772,174,648TALEN ENERGY CORP $534,720,000PennyMac Financial Services $516,488,334 Largest New Holdings this Quarter QXO INC $850,140,215 HoldingTALEN ENERGY CORP $534,720,000 HoldingCNX Resources $488,550,000 Holding Largest Purchases this Quarter QXO INC 53,908,701 shares (about $850.14M)TALEN ENERGY CORP 3,000,000 shares (about $534.72M)CNX Resources 15,000,000 shares (about $488.55M)RXO 10,266,810 shares (about $287.47M)Forward Air 385,581 shares (about $13.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMfn Partners Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXPOXPO$1,228,341,4210.0%11,425,36924.2%TransportationQXO INC$850,140,215$850,140,215 ▲New Holding53,908,70116.8%COM NEWRXORXO$772,174,648$287,470,680 ▲59.3%27,577,66615.2%TransportationTALEN ENERGY CORP$534,720,000$534,720,000 ▲New Holding3,000,00010.5%COMPFSIPennyMac Financial Services$516,488,3340.0%4,531,79210.2%FinanceCNXCNX Resources$488,550,000$488,550,000 ▲New Holding15,000,0009.6%Oils/EnergyHCAHCA Healthcare$395,821,3640.0%973,8987.8%MedicalOCCIDENTAL PETE CORP$169,124,6320.0%5,690,6003.3%*W EXP 08/03/2027BHCBausch Health Companies$48,960,0000.0%6,000,0001.0%MedicalFWRDForward Air$45,643,273$13,649,567 ▲42.7%1,289,3580.9%TransportationIEIvanhoe Electric$21,599,9960.0%2,553,1910.4%Business ServicesCYCNCyclerion Therapeutics$437,2070.0%169,4600.0%MedicalLADLithia Motors$0$224,680,500 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
