Managers / Q1 2026
MFN Partners Management, LP
CIK 0001732811 · 222 BERKELEY STREET, 13TH FLOOR, BOSTON, MA, 02116 · 617-443-2040
Reported Value
$4.8B
Q1 2026
Positions
10
Filings on Record
32
2019–present window
Filed
May 14, 2026
original filing
Summary
Mfn Partners Management, Lp reported $4.8B in U.S.-listed holdings across 10 positions for Q1 2026.
The portfolio is heavily concentrated: XPO alone accounts for 46.6% of reported value.
Compared with Q4 2025, the fund opened 2 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $4.8B | 10 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $4.7B | 9 | Feb 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $5.0B | 9 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $4.7B | 9 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $4.3B | 10 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $5.1B | 11 | Feb 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $5.1B | 12 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.9B | 10 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $3.5B | 10 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $3.1B | 12 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $3.0B | 13 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $3.1B | 14 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $2.2B | 15 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $2.25T | 15 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $2.2B | 17 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $2.2B | 16 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $2.9B | 20 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $2.5B | 15 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $2.2B | 14 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.9B | 14 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.3B | 15 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.1B | 14 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.2B | 16 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $717M | 11 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $756M | 17 | May 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $485M | 11 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $669M | 14 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $630M | 17 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $620M | 15 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $589M | 16 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.