SEC 13F Intelligence

Mfn Partners Management, LP / XPO

Mfn Partners Management, LP’s Xpo Inc Position

Does Mfn Partners Management, LP own Xpo Inc (XPO)? Yes — 11.43M shares worth $2.2B (+46.55% of its 13F portfolio) as of Q1 2026.

Position Value
$2.2B
Q1 2026
Shares
11.43M
% of Portfolio
+46.55%
Quarters Held
30
currently held

Position History XPO

Reported value by quarter
Q4 ’18: $47MQ4 ’18Q1 ’19: $45MQ2 ’19: $53MQ3 ’19: $50MQ4 ’19: $56MQ4 ’19Q1 ’20: $107MQ2 ’20: $90MQ3 ’20: $98MQ4 ’20: $138MQ4 ’20Q1 ’21: $143MQ2 ’21: $178MQ3 ’21: $285MQ4 ’21: $331MQ4 ’21Q1 ’22: $524MQ2 ’22: $536MQ3 ’22: $564MQ4 ’22: $422MQ4 ’22Q1 ’23: $404MQ2 ’23: $748MQ3 ’23: $946MQ4 ’23: $1.1BQ4 ’23Q1 ’24: $1.5BQ2 ’24: $1.2BQ3 ’24: $1.2BQ4 ’24: $1.5BQ4 ’24Q1 ’25: $1.2BQ2 ’25: $1.4BQ3 ’25: $1.5BQ4 ’25: $1.6BQ4 ’25Q1 ’26: $2.2Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.43M$2.2B+46.55%
Q4 202511.43M$1.6B+32.99%
Q3 202511.43M$1.5B+29.83%
Q2 202511.43M$1.4B+30.88%
Q1 202511.43M$1.2B+28.89%
Q4 202411.43M$1.5B+29.51%
Q3 202411.43M$1.2B+24.22%
Q2 202411.43M$1.2B+41.12%
Q1 202412.68M$1.5B+43.90%
Q4 202312.68M$1.1B+35.72%
Q3 202312.68M$946M+31.77%
Q2 202312.68M$748M+24.28%
Q1 202312.68M$404M+18.28%
Q4 202212.68M$422M+18.78%
Q3 202212.68M$564M+25.57%
Q2 202211.12M$536M+24.24%
Q1 20227.20M$524M+18.15%
Q4 20214.28M$331M+13.01%
Q3 20213.58M$285M+13.04%
Q2 20211.28M$178M+9.58%
Q1 20211.16M$143M+10.61%
Q4 20201.16M$138M+12.19%
Q3 20201.16M$98M+8.02%
Q2 20201.16M$90M+12.48%
Q1 20202.20M$107M+14.18%
Q4 2019700.0K$56M+11.50%
Q3 2019700.0K$50M+7.49%
Q2 2019913.9K$53M+8.39%
Q1 2019845.5K$45M+7.33%
Q4 2018831.2K$47M+8.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mfn Partners Management, LP’s full portfolio or all institutional holders of XPO.