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MFN Partners Management, LP
inversor institucional · cartera $4.83 mil M · 9 posiciones · informe a 30.06.2026
Posiciones en Acciones informe de 30.06.2026, presentado el 12.08.2026; cambio — frente a 31.03.2026 · 10
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| XPO Logistics Inc US:XPO | 9 869 691 | $2.03 mil M | 41.91% | −1 555 678 |
| Talen Energy Corporation US:TLN | 3 000 000 | $1.15 mil M | 23.85% | — |
| RXO Inc. US:RXO | 28 109 942 | $776 M | 16.04% | — |
| QXO, Inc. US:QXO | 23 454 350 | $405 M | 8.38% | — |
| PennyMac Finl Svcs Inc US:PFSI | 4 531 792 | $395 M | 8.17% | — |
| Bausch Health Companies Inc US:BHC | 6 000 000 | $29.6 M | 0.61% | — |
| RICE ACQUISITION CORP 3 CUSIP G7553X106 | 2 400 000 | $25.2 M | 0.52% | — |
| Ivanhoe Electric Inc. US:IE | 2 553 191 | $24.5 M | 0.51% | — |
| RICE ACQUISITION CORP 3 CUSIP G7553X114 | 400 000 | $396 mil | 0.01% | — |
| OCCIDENTAL PETE CORP CUSIP 674599162 | 0 (era 5 690 600) | — | — | vendida |
En las empresas de nuestra base de datos 3
| Empresa | Participación | Acciones | Fecha del Informe |
|---|---|---|---|
| XPO Logistics Inc | 8.43% | 9 869 691 | 2026-06-30 |
| Rice Acquisition Corporation… | 6.96% | 2 400 000 | 2026-06-30 |
| Bausch Health Companies Inc | 1.6% | 6 000 000 | 2026-06-30 |
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