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MFN Partners Management, LP

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13F filer, CIK 1732811, BOSTON, MA

MFN Partners Management, LP reported $5,077,384,186 across 11 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-12. Its ten largest share positions make up 99.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000904454-25-000115

Period
2024-12-31
Reported value
$5.08B
Holdings
11
Top 10 weight
99.62%
New
0
Sold out
1

Part of the filer group MFN Partners Management, LP

  • Farhad Nanji
  • MFN Partners GP, LLC
  • Michael F. DeMichele
  • MFN Partners, LP
How groups are built

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QXOreduced-7,000,000-$111M
CYCNexited-169,460-$437K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0000904454-25-000115, largest first. % of portfolio is the value over $5,077,384,186, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,425,369 shares; 2024Q4: 11,425,369 shares 11,425,369$1.5B29.51%0Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,908,701 shares; 2024Q4: 46,908,701 shares 46,908,701$746M14.69%-7,000,000Timeline
RXORXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,577,666 shares; 2024Q4: 27,577,666 shares 27,577,666$657M12.95%02026-10-04, 13D: 32,687,269 shares, 19.3% of the class, 13D filed 2026-10-05 Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000,000 shares; 2024Q4: 3,000,000 shares 3,000,000$604M11.9%0Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000,000 shares; 2024Q4: 15,000,000 shares 15,000,000$550M10.83%0Timeline
PFSIPENNYMAC FINL SVCS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531,792 shares; 2024Q4: 4,531,792 shares 4,531,792$463M9.12%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,898 shares; 2024Q4: 973,898 shares 973,898$292M5.76%0Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,690,600 shares; 2024Q4: 5,690,600 shares 5,690,600$157M3.09%0Timeline
BHCBAUSCH HEALTH COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000,000 shares; 2024Q4: 6,000,000 shares 6,000,000$48.4M0.95%0Timeline
FORWARD AIR CORPFORWARD AIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289,358 shares; 2024Q4: 1,289,358 shares 1,289,358$41.6M0.82%0
IEIVANHOE ELECTRIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,553,191 shares; 2024Q4: 2,553,191 shares 2,553,191$19.3M0.38%0Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CYCNCYCLERION THERAPEUTICS INC169,460$437Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000904454-25-000115 base2025-02-12acceptance time not in the bulk data set