MFN Partners Management, LP Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$2.9T
Holdings
20
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO LOGISTICS INC | 7,200,369 | $524.2B | 18.15% | |
| 2 | GOOGLALPHABET INC | 133,908 | $372.4B | 12.90% | |
| 3 | HCAHCA HEALTHCARE INC | 1,261,201 | $316.1B | 10.95% | |
| 4 | PFSIPENNYMAC FINL SVCS INC NEW | 4,531,792 | $241.1B | 8.35% | |
| 5 | MSFTMICROSOFT CORP | 750,000 | $231.2B | 8.01% | |
| 6 | LADLITHIA MTRS INC | 751,077 | $225.4B | 7.81% | |
| 7 | AMZNAMAZON COM INC | 63,100 | $205.7B | 7.12% | |
| 8 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $200.5B | 6.94% | |
| 9 | LBTYBLIBERTY GLOBAL PLC | 6,706,460 | $173.8B | 6.02% | |
| 10 | NFLXNETFLIX INC | 443,864 | $166.3B | 5.76% | |
| 11 | STNESTONECO LTD | 4,000,000 | $46.8B | 1.62% | |
| 12 | PARPAR TECHNOLOGY CORP | 1,091,404 | $44.0B | 1.52% | |
| 13 | BLNDBLEND LABS INC | 5,000,000 | $28.5B | 0.99% | |
| 14 | LTCHLATCH INC | 6,000,000 | $25.6B | 0.89% | |
| 15 | WRBYWARBY PARKER INC | 530,543 | $17.9B | 0.62% | |
| 16 | OSH3EUROAK STR HEALTH INC | 650,000 | $17.5B | 0.61% | |
| 17 | CVNACARVANA CO | 136,364 | $16.3B | 0.56% | |
| 18 | CCOCAMECO CORP | 549,046 | $16.0B | 0.55% | |
| 19 | CPNGCOUPANG INC | 833,333 | $14.7B | 0.51% | |
| 20 | —CYCLERION THERAPEUTICS INC | 3,389,215 | $3.8B | 0.13% |