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MFN Partners Management, LP
institucionalni vlagatelj · portfelj $4.83 mrd. · 9 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 12.08.2026; sprememba — v primerjavi z 31.03.2026 · 10
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| XPO Logistics Inc US:XPO | 9 869 691 | $2.03 mrd. | 41.91% | −1 555 678 |
| Talen Energy Corporation US:TLN | 3 000 000 | $1.15 mrd. | 23.85% | — |
| RXO Inc. US:RXO | 28 109 942 | $776 mio. | 16.04% | — |
| QXO, Inc. US:QXO | 23 454 350 | $405 mio. | 8.38% | — |
| PennyMac Finl Svcs Inc US:PFSI | 4 531 792 | $395 mio. | 8.17% | — |
| Bausch Health Companies Inc US:BHC | 6 000 000 | $29.6 mio. | 0.61% | — |
| RICE ACQUISITION CORP 3 CUSIP G7553X106 | 2 400 000 | $25.2 mio. | 0.52% | — |
| Ivanhoe Electric Inc. US:IE | 2 553 191 | $24.5 mio. | 0.51% | — |
| RICE ACQUISITION CORP 3 CUSIP G7553X114 | 400 000 | $396 tis. | 0.01% | — |
| OCCIDENTAL PETE CORP CUSIP 674599162 | 0 (bilo je 5 690 600) | — | — | prodana |
V podjetjih iz naše baze podatkov 3
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| 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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