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Jon Reisman

Mfn Partners Management, Lp

Assets Managed
$4.775B
Holdings
10
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-83.88%(2Q avg: 207.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mfn Partners Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.

Assets under management

The assets under management (AUM) of Mfn Partners Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.775B in assets, with a quarterly growth rate of -83.88% and a 2-quarter average growth rate of 207.22%. The portfolio is managed by Jon Reisman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XPO
Xpo Inc
Recent Activity
46.56%
$2.223B
11.425M shares@ $194.56 avg price
TLN
Talen Energy Corp
Recent Activity
20.06%
$957.69M
3M shares@ $319.23 avg price
QXO
Qxo Inc
Recent Activity
Decreased -22.53%
9.54%
$455.483M
23.454M shares@ $19.42 avg price
RXO
Rxo Inc
Recent Activity
Increased 1.94%
8.61%
$410.967M
28.11M shares@ $14.62 avg price
PFSI
Pennymac Financial Services
Recent Activity
8.3%
$396.079M
4.532M shares@ $87.41 avg price
OXY.⤦
Occidental Petroleum-cw27
Recent Activity
5.12%
$244.127M
5.691M shares@ $42.9 avg price
BHC
Bausch Health Cos Inc
Recent Activity
0.68%
$32.4M
6M shares@ $5.4 avg price
IE
Ivanhoe Electric Inc Us
Recent Activity
0.64%
$30.179M
2.553M shares@ $11.83 avg price
KRSP
Rice Acquisition Corp 3-a
Recent Activity
0.52%
$24.744M
2.4M shares@ $10.31 avg price
KRSP⤦
Rice Acquisition Corp 3
Recent Activity
0.01%
$320,000
400,000 shares@ $0.8 avg price

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