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MFN Partners Management, LP
Hedge Fund • Value
MFN Partners Management, LP is a Value-focused Hedge Fund based in Boston, MA led by Farhad Nanji, reporting $9.1B in AUM as of Q3 2025 with 38% Industrials concentration, with only 9 positions, and 30% allocation to XPO.
FounderFarhad Nanji
- Portfolio Value
- $5.0B
- Positions
- 9
- Top Holding
- XPO at 29.83%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MFN Partners Management, LP's portfolio (100% of total portfolio)
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| Holding | Sector | Market Value | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Integrated Freight & Logistics Industrials | $1.5B | 29.83% | — | 9.70% 11.4M shares | |
Unknown Unknown | $1.3B | 25.77% | — | 6.57% 3.0M shares | |
Software - Application Technology | $729.1M | 14.72% | -$165.0M Sold | 5.68% 38.3M shares | |
Financial - Mortgages Financial Services | $561.4M | 11.34% | — | 8.76% 4.5M shares | |
Trucking Industrials | $424.1M | 8.57% | — | 16.82% 27.6M shares | |
Oil & Gas Exploration & Production Energy | $268.2M | 5.42% | — | 5.90% 8.4M shares | |
Oil & Gas Exploration & Production Energy | $145.1M | 2.93% | — | — 5.7M shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $38.7M | 0.78% | — | 1.62% 6.0M shares | |
Software - Application Technology | $32.0M | 0.65% | — | 1.92% 2.6M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MFN Partners Management, LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-18.46% |
Analytics
Portfolio insights and performance metrics for MFN Partners Management, LP
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