Funds › MFN Partners Management, LP
MFN Partners Management, LP
13F for Q3 2026, filed Nov 13, 2026. 16 positions worth $4.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | XPO XPO, Inc. | 9.68M | $1.7B | 35.4% | -1.9% | 13F ↗ |
| 2 | TLN Talen Energy Corporation | 3.25M | $1.0B | 21.1% | +8.3% | 13F ↗ |
| 3 | RXO RXO, Inc. | 28.11M | $575.1M | 12.0% | Unchanged | 13F ↗ |
| 4 | PFSI PennyMac Financial Services, Inc. | 4.53M | $279.7M | 5.8% | Unchanged | 13F ↗ |
| 5 | QXO QXO, Inc. | 23.45M | $274.2M | 5.7% | Unchanged | 13F ↗ |
| 6 | CORZ Core Scientific, Inc. | 9.21M | $147.2M | 3.1% | New | 13F ↗ |
| 7 | RIOT Riot Platforms, Inc. | 7.21M | $145.3M | 3.0% | New | 13F ↗ |
| 8 | IREN IREN Limited | 3.20M | $130.8M | 2.7% | New | 13F ↗ |
| 9 | CIFR Cipher Digital Inc. | 7.72M | $122.2M | 2.5% | New | 13F ↗ |
| 10 | HUT Hut 8 Corp. | 1.10M | $94.7M | 2.0% | New | 13F ↗ |
| 11 | APLD Applied Digital Corporation | 3.83M | $93.5M | 1.9% | New | 13F ↗ |
| 12 | GLXY Galaxy Digital Inc. | 3.80M | $86.4M | 1.8% | New | 13F ↗ |
| 13 | IOND Ionic Digital Inc. | 525,000 | $42.2M | 0.9% | New | 13F ↗ |
| 14 | BHC Bausch Health Companies Inc. | 6.00M | $35.0M | 0.7% | Unchanged | 13F ↗ |
| 15 | KRSP Rice Acquisition Corporation 3 | 2.40M | $25.6M | 0.5% | Unchanged | 13F ↗ |
| 16 | Rice Acquisition Corp 3 Warrants | 400,000 | $416.0K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
8 new, 1 added to, 1 trimmed, 1 exited, 6 unchanged. By estimated dollars.
New positions (8)
| CORZ Core Scientific, Inc. | 9.21M | New | $147.2M |
| RIOT Riot Platforms, Inc. | 7.21M | New | $145.3M |
| IREN IREN Limited | 3.20M | New | $130.8M |
| CIFR Cipher Digital Inc. | 7.72M | New | $122.2M |
| HUT Hut 8 Corp. | 1.10M | New | $94.7M |
| APLD Applied Digital Corporation | 3.83M | New | $93.5M |
| GLXY Galaxy Digital Inc. | 3.80M | New | $86.4M |
| IOND Ionic Digital Inc. | 525,000 | New | $42.2M |
Added to (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| TLN Talen Energy Corporation | 3.25M | +8.3% | $77.9M |
Trimmed (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| XPO XPO, Inc. | 9.68M | -1.9% | -$33.6M |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| IE Ivanhoe Electric Inc. | 2.55M | Exited | -$24.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 17 | $4.8B | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 9 | $4.8B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 10 | $4.8B | Current | SEC ↗ |
| Q4 2025 | May 1, 2026 | 13F-HR/A (new holdings) | 2 | $24.9M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 9 | $4.7B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 9 | $5.0B | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 9 | $4.7B | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 10 | $4.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer