MFN Partners’s CNX Resources CNX Stock Holding History

MFN Partners’s Portfolio CNX Stock Details CNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,350,000	Closed	-$307M	–	11
2025 Q4	$307M	Hold	8,350,000	–	–	6.49%	6
2025 Q3	$268M	Hold	8,350,000	–	–	5.42%	6
2025 Q2	$281M	Hold	8,350,000	–	–	6.02%	6
2025 Q1	$263M	Sell	8,350,000 -6,650,000	-44%	-$200M	6.18%	7
2024 Q4	$550M	Hold	15,000,000	–	–	10.83%	5
2024 Q3	$489M	Buy	+15,000,000	New	+$404M	9.63%	6

Other funds holding CNX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFN Partners's CNX Position: Q1 2026 in Review

MFN Partners sold out of CNX Resources (CNX) in Q1 2026, closing a stake of 8,350,000 shares — an estimated $307M sold.

MFN Partners first reported a position in CNX in Q3 2024 and held it in 6 quarters. The position peaked at $550M in Q4 2024. 425 funds tracked by Wall St. Rank hold CNX as of Q1 2026.

MFN Partners reported no remaining CNX Resources position as of Q1 2026 after selling out during the quarter.
MFN Partners sold 8,350,000 CNX Resources shares in Q1 2026, an estimated $307M.
MFN Partners first reported a position in CNX Resources in Q3 2024 and held it in 6 quarters.
MFN Partners's CNX Resources position peaked at $550M in Q4 2024.
425 funds tracked by Wall St. Rank held CNX Resources as of Q1 2026.

Based on MFN Partners's 13F filing for Q1 2026, filed 14 May 2026.