Notify me when MFN Partners Management, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 9 | $4.95B | $0 | -$165M | -$165M | XPO, TLN, QXO, PFSI, RXO | 13F-HR | 11/13/2025, 10:50 AM |
| Q2 2025 | 9 | $4.67B | $0 | -$337M | -$337M | XPO, QXO, TLN, PFSI, RXO | 13F-HR | 8/8/2025, 10:20 AM |
| Q1 2025 | 10 | $4.25B | $0 | -$251M | -$251M | XPO, QXO, TLN, RXO, PFSI | 13F-HR | 5/13/2025, 01:15 PM |
| Q4 2024 | 11 | $5.08B | $0 | -$112M | -$112M | XPO, QXO, RXO, TLN, CNX | 13F-HR | 2/12/2025, 10:23 AM |
| Q3 2024 | 12 | $5.07B | +$2.17B | -$225M | +$1.95B | XPO, QXO, RXO, TLN, PFSI | 13F-HR | 11/13/2024, 02:55 PM |
| Q2 2024 | 10 | $2.95B | +$62.2M | -$397M | -$334M | XPO, RXO, PFSI, HCA, OXYWS | 13F-HR | 8/12/2024, 12:16 PM |
| Q1 2024 | 10 | $3.52B | +$56.4M | -$120M | -$64M | XPO, LAD, PFSI, RXO, HCA | 13F-HR | 5/10/2024, 04:41 PM |
| Q4 2023 | 12 | $3.11B | +$188M | -$416M | -$228M | XPO, LAD, PFSI, RXO, HCA | 13F-HR | 2/12/2024, 06:57 PM |
| Q3 2023 | 13 | $2.98B | $0 | -$245M | -$245M | XPO, LAD, PFSI, FCNCA, RXO | 13F-HR | 11/13/2023, 12:47 PM |
| Q2 2023 | 14 | $3.08B | +$328M | -$39.5M | +$289M | XPO, LAD, PFSI, RXO, FCNCA | 13F-HR | 8/11/2023, 01:13 PM |
| Q1 2023 | 15 | $2.21B | +$4.84M | -$184M | -$179M | XPO, LAD, PFSI, RXO, OXYWS | 13F-HR | 5/12/2023, 04:30 PM |
| Q4 2022 | 16 | $2.27B | $0 | $0 | XPO, LAD, PFSI, OXYWS, RXO | New Holdings | 4/27/2023, 03:46 PM | |
| Q4 2022 | 16 | $2.27B | +$310M | -$234M | +$76.4M | XPO, LAD, PFSI, OXYWS, RXO | 13F-HR | 2/10/2023, 01:23 PM |
| Q3 2022 | 17 | $2.21B | +$610M | -$257M | +$353M | XPO, LAD, OXYWS, GOOGL, HCA | 13F-HR | 11/10/2022, 03:13 PM |
| Q2 2022 | 16 | $2.21B | +$388M | -$332M | +$55.8M | XPO, GOOGL, LAD, OXYWS, HCA | 13F-HR | 8/12/2022, 02:10 PM |
| Q1 2022 | 20 | $2.89B | +$1.43B | -$1.14B | +$298M | XPO, GOOGL, HCA, PFSI, MSFT | 13F-HR | 5/13/2022, 04:19 PM |
| Q4 2021 | 15 | $2.54B | +$597M | -$310M | +$287M | XPO, OXY, META, PFSI, GOOGL | 13F-HR | 2/11/2022, 01:21 PM |
| Q3 2021 | 14 | $2.18B | +$510M | -$199M | +$311M | META, XPO, LNG, PFSI, GOOGL | 13F-HR | 11/12/2021, 03:31 PM |
| Q2 2021 | 14 | $1.86B | +$435M | -$33.7M | +$401M | LNG, META, PFSI, GOOGL, XPO | 13F-HR | 8/13/2021, 10:28 AM |
| Q1 2021 | 14 | $1.32B | +$365M | -$239M | +$125M | LNG, META, LBTYK, XPO, HCA | 13F-HR | 5/17/2021, 11:59 AM |
| Q4 2020 | 14 | $1.13B | +$108M | -$361M | -$253M | LNG, WPF, LBTYK, XPO, HCA | 13F-HR | 2/12/2021, 04:42 PM |
| Q3 2020 | 16 | $1.22B | +$615M | -$120M | +$495M | CLGX, WPF, LNG, LBTYK, BFTU | 13F-HR | 11/13/2020, 05:10 PM |
| Q2 2020 | 11 | $717M | +$275M | -$487M | -$213M | LNG, LBTYK, WPFU, XPO, CLGX | 13F-HR | 8/13/2020, 11:25 AM |
| Q1 2020 | 17 | $756M | +$504M | -$75.8M | +$428M | LNG, LBTYK, XPO, META, GOOG | 13F-HR | 5/14/2020, 11:04 AM |
| Q4 2019 | 11 | $485M | +$36.6M | -$259M | -$223M | FOXA, LBTYK, IRWD, LNG, XPO | 13F-HR | 2/13/2020, 05:25 PM |
| Q3 2019 | 14 | $669M | +$180M | -$71.5M | +$109M | AGN, FOXA, LBTYK, LNG, IRWD | 13F-HR | 11/14/2019, 10:14 AM |
| Q2 2019 | 17 | $630M | +$85.6M | -$33M | +$52.6M | AGN, FOXA, PCG, IRWD, XPO | 13F-HR | 8/14/2019, 10:30 AM |
| Q1 2019 | 14 | $572M | +$185M | -$241M | -$56.7M | AGN, FOXA, PCG, IRWD, LNG | 13F-HR | 5/14/2019, 11:38 AM |
| Q4 2018 | 16 | $589M | $0 | $0 | FOXA, AGN, IRWD, XPO, LNG | 13F-HR | 2/14/2019, 07:41 AM |