CIK: 1732811
MFN PARTNERS MANAGEMENT, LP
Address: 222 BERKELEY STREET, 13TH FLOOR, BOSTON, MA 02116
α Alpha 0.9100↭ Flow 0.2100Pure Active
9holdings (Q4 2025)
$4.71B13F reported value
+5 INCREASED-4 DECREASED
Total (Q4 25): $4,706,614,957
Top Holdings by Value
Top 15 Positions ($)
Historical AUM (13F Reported)
$3.52B+$1.31B QoQPortfolio Value History (13F Reported)
Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).
| Quarter | Portfolio Value | QoQ Change | QoQ % |
|---|---|---|---|
| Q4 25 | $4.71B | $-0.25B | -5.0% |
| Q3 25 | $4.95B | +$0.28B | +6.0% |
| Q2 25 | $4.67B | +$0.42B | +9.8% |
| Q1 25 | $4.25B | $-0.82B | -16.2% |
| Q4 24 | $5.08B | +$0.01B | +0.1% |
| Q3 24 | $5.07B | +$2.12B | +72.0% |
| Q2 24 | $2.95B | $-0.57B | -16.3% |
| Q1 24 | $3.52B | +$0.42B | +13.4% |
| Q4 23 | $3.11B | +$0.13B | +4.3% |
| Q3 23 | $2.98B | $-0.10B | -3.3% |
| Q2 23 | $3.08B | +$0.87B | +39.2% |
| Q1 23 | $2.21B | — | — |
QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.
Information for Viewing 13F Reports:
- Name: The name of the company.
- CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
- Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
- Value: The monetary value of the holdings in USD.
- Shares: The number of shares held.
- Share Price: The price of shares at the time of filing.
- Investment: The type of investment.
- % of Portfolio: The percentage that this position represents in the total portfolio.
| Quarter | Period of Report | Holdings | Value | Type | Filling Date | Filling ID |
|---|---|---|---|---|---|---|
| Q4 25 | 31-Dec-2025 | 9 | $4,706,614,957 | 13F-HR | 12-Feb-2026 | 0000904454-26-000091 |
| Q3 25 | 30-Sep-2025 | 9 | $4,951,756,395 | 13F-HR | 13-Nov-2025 | 0000904454-25-000585 |
| Q2 25 | 30-Jun-2025 | 9 | $4,672,899,704 | 13F-HR | 8-Aug-2025 | 0000904454-25-000404 |
| Q1 25 | 31-Mar-2025 | 10 | $4,254,207,523 | 13F-HR | 13-May-2025 | 0000904454-25-000244 |
| Q4 24 | 31-Dec-2024 | 11 | $5,077,384,186 | 13F-HR | 12-Feb-2025 | 0000904454-25-000115 |
| Q3 24 | 30-Sep-2024 | 12 | $5,072,001,090 | 13F-HR | 13-Nov-2024 | 0000904454-24-000602 |
| Q2 24 | 30-Jun-2024 | 10 | $2,949,352,087 | 13F-HR | 12-Aug-2024 | 0000904454-24-000456 |
| Q1 24 | 31-Mar-2024 | 10 | $3,523,471,787 | 13F-HR | 10-May-2024 | 0000904454-24-000283 |
| Q4 23 | 31-Dec-2023 | 12 | $3,107,776,018 | 13F-HR | 13-Feb-2024 | 0000904454-24-000130 |
| Q3 23 | 30-Sep-2023 | 13 | $2,978,711,852 | 13F-HR | 13-Nov-2023 | 0000904454-23-000606 |
| Q2 23 | 30-Jun-2023 | 14 | $3,079,888,691 | 13F-HR | 11-Aug-2023 | 0000904454-23-000484 |
| Q1 23 | 31-Mar-2023 | 15 | $2,212,539,834 | 13F-HR | 12-May-2023 | 0000904454-23-000313 |
| Q4 22 | 31-Dec-2022 | 15 | $2,247,083,467 | 13F-HR | 10-Feb-2023 | 0001567619-23-002252 |
| Q4 22 | 31-Dec-2022 | 16 | $2,267,312,734 | 13F-HR/A | 27-Apr-2023 | 0000904454-23-000285 |
| Q3 22 | 30-Sep-2022 | 17 | $2,206,483,000 | 13F-HR | 10-Nov-2022 | 0001567619-22-019528 |
| Q2 22 | 30-Jun-2022 | 16 | $2,209,624,000 | 13F-HR | 12-Aug-2022 | 0001567619-22-015759 |
| Q1 22 | 31-Mar-2022 | 20 | $2,887,761,000 | 13F-HR | 13-May-2022 | 0001567619-22-010530 |
| Q4 21 | 31-Dec-2021 | 15 | $2,543,683,000 | 13F-HR | 11-Feb-2022 | 0001567619-22-003413 |
| Q3 21 | 30-Sep-2021 | 14 | $2,181,667,000 | 13F-HR | 12-Nov-2021 | 0001567619-21-019990 |
| Q2 21 | 30-Jun-2021 | 14 | $1,861,388,000 | 13F-HR | 13-Aug-2021 | 0001567619-21-015372 |
| Q1 21 | 31-Mar-2021 | 15 | $1,347,614,000 | 13F-HR | 17-May-2021 | 0001567619-21-010361 |
| Q4 20 | 31-Dec-2020 | 14 | $1,133,881,000 | 13F-HR | 12-Feb-2021 | 0001567619-21-003540 |
| Q3 20 | 30-Sep-2020 | 16 | $1,223,283,000 | 13F-HR | 13-Nov-2020 | 0001567619-20-019613 |
| Q2 20 | 30-Jun-2020 | 11 | $717,498,000 | 13F-HR | 13-Aug-2020 | 0001567619-20-015050 |
| Q1 20 | 31-Mar-2020 | 17 | $756,117,000 | 13F-HR | 14-May-2020 | 0001567619-20-009978 |
| Q4 19 | 31-Dec-2019 | 11 | $485,272,000 | 13F-HR | 13-Feb-2020 | 0001567619-20-003394 |
| Q3 19 | 30-Sep-2019 | 14 | $668,924,000 | 13F-HR | 14-Nov-2019 | 0001567619-19-021338 |
| Q2 19 | 30-Jun-2019 | 17 | $629,936,000 | 13F-HR | 14-Aug-2019 | 0001567619-19-016708 |
| Q1 19 | 31-Mar-2019 | 15 | $619,965,000 | 13F-HR | 14-May-2019 | 0001567619-19-010733 |
| Q4 18 | 31-Dec-2018 | 16 | $589,406,000 | 13F-HR | 14-Feb-2019 | 0001567619-19-003919 |