MFN Partners Management, LP Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$2.2T
Holdings
15
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO INC | 12,675,369 | $404.3B | 18.28% | |
| 2 | LADLITHIA MTRS INC | 1,551,077 | $355.1B | 16.05% | |
| 3 | PFSIPENNYMAC FINL SVCS INC NEW | 4,531,792 | $270.1B | 12.21% | |
| 4 | RXORXO INC | 12,675,369 | $248.9B | 11.25% | |
| 5 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $233.3B | 10.55% | |
| 6 | GOOGLALPHABET INC | 2,019,183 | $209.4B | 9.47% | |
| 7 | HCAHCA HEALTHCARE INC | 769,198 | $202.8B | 9.17% | |
| 8 | LBTYBLIBERTY GLOBAL PLC | 6,706,460 | $136.7B | 6.18% | |
| 9 | BHCBAUSCH HEALTH COS INC | 6,000,000 | $48.6B | 2.20% | |
| 10 | IEIVANHOE ELECTRIC INC | 2,553,191 | $31.0B | 1.40% | |
| 11 | COIN 0.5 06/01/26COINBASE GLOBAL INC | 43,000,000 | $27.7B | 1.25% | |
| 12 | PARPAR TECHNOLOGY CORP | 600,000 | $20.4B | 0.92% | |
| 13 | CEGCONSTELLATION ENERGY CORP | 225,000 | $17.7B | 0.80% | |
| 14 | WRBYWARBY PARKER INC | 462,679 | $4.9B | 0.22% | |
| 15 | —CYCLERION THERAPEUTICS INC | 3,389,215 | $1.5B | 0.07% |