MFN Partners Management, LP — IVANHOE ELECTRIC INC IE: Quarterly 13F Position History
MFN Partners Management, LP has reported IVANHOE ELECTRIC INC (IE) on 16 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2022. As of Q1 2026, the position is sized at 2,553,191 shares ($30.2M market value, 0.63% of the equity book).
- 2,553,191Shares Held (Latest Filing)
- $30.2MReported Market Value (Latest Filing)
- 0.63%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$10.6MQuarter-over-Quarter Value Change
- 2,553,191Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 16 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,553,191 | 0 | — | $30.2M | 0.63% | $11.82 |
| Q4 2025 | 2,553,191 | 0 | — | $40.8M | 0.87% | $15.98 |
| Q3 2025 | 2,553,191 | 0 | — | $32.0M | 0.65% | $12.55 |
| Q2 2025 | 2,553,191 | 0 | — | $23.2M | 0.50% | $9.07 |
| Q1 2025 | 2,553,191 | 0 | — | $14.8M | 0.35% | $5.81 |
| Q4 2024 | 2,553,191 | 0 | — | $19.3M | 0.38% | $7.55 |
| Q3 2024 | 2,553,191 | 0 | — | $21.6M | 0.43% | $8.46 |
| Q2 2024 | 2,553,191 | 0 | — | $23.9M | 0.81% | $9.38 |
| Q1 2024 | 2,553,191 | 0 | — | $25.0M | 0.71% | $9.80 |
| Q4 2023 | 2,553,191 | 0 | — | $25.7M | 0.83% | $10.08 |
| Q3 2023 | 2,553,191 | 0 | — | $30.4M | 1.02% | $11.90 |
| Q2 2023 | 2,553,191 | 0 | — | $33.3M | 1.08% | $13.04 |
| Q1 2023 | 2,553,191 | 0 | — | $31.0M | 1.40% | $12.15 |
| Q4 2022 | 2,553,191 | 0 | — | $31.0M | 1.38% | $12.15 |
| Q3 2022 | 2,553,191 | 0 | — | $21.1M | 0.95% | $8.25 |
| Q2 2022 | 2,553,191 | — | — | $22.2M | 1.01% | $8.70 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did MFN Partners Management, LP first disclose a IE position in 13F-HR filings?
MFN Partners Management, LP first reported IVANHOE ELECTRIC INC (IE) on its 13F-HR filing for the period ending 2022-06-30 (Q2 2022). The position has appeared on 16 reported quarters within Pactolio's tracked window.
What was MFN Partners Management, LP's most recent quarter-over-quarter share-count change in IE?
MFN Partners Management, LP held the same 2,553,191 shares of IE between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent MFN Partners Management, LP's cost basis in IE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.