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MFN Partners Management, LP
institutionele belegger · portefeuille $4.83 mld. · 9 posities · rapport per 30.06.2026
Aandelenposities rapport over 30.06.2026, ingediend op 12.08.2026; verandering — t.o.v. 31.03.2026 · 10
| Bedrijf | Aandelen | Waarde | % van de portefeuille | Verandering per Kwartaal |
|---|---|---|---|---|
| XPO Logistics Inc US:XPO | 9 869 691 | $2.03 mld. | 41.91% | −1 555 678 |
| Talen Energy Corporation US:TLN | 3 000 000 | $1.15 mld. | 23.85% | — |
| RXO Inc. US:RXO | 28 109 942 | $776 mln. | 16.04% | — |
| QXO, Inc. US:QXO | 23 454 350 | $405 mln. | 8.38% | — |
| PennyMac Finl Svcs Inc US:PFSI | 4 531 792 | $395 mln. | 8.17% | — |
| Bausch Health Companies Inc US:BHC | 6 000 000 | $29.6 mln. | 0.61% | — |
| RICE ACQUISITION CORP 3 CUSIP G7553X106 | 2 400 000 | $25.2 mln. | 0.52% | — |
| Ivanhoe Electric Inc. US:IE | 2 553 191 | $24.5 mln. | 0.51% | — |
| RICE ACQUISITION CORP 3 CUSIP G7553X114 | 400 000 | $396 k | 0.01% | — |
| OCCIDENTAL PETE CORP CUSIP 674599162 | 0 (was 5 690 600) | — | — | verkocht |
In bedrijven uit onze database 3
| Bedrijf | Belang | Aandelen | Rapportdatum |
|---|---|---|---|
| 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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