MFN Partners Management, LP Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$1.9T
Holdings
14
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LNGCHENIERE ENERGY INC | 2,851,860 | $247.4B | 13.29% | |
| 2 | METAFACEBOOK INC | 657,800 | $228.7B | 12.29% | |
| 3 | PFSIPENNYMAC FINL SVCS INC NEW | 3,531,792 | $218.0B | 11.71% | |
| 4 | GOOGLALPHABET INC | 75,000 | $183.1B | 9.84% | |
| 5 | XPOXPO LOGISTICS INC | 1,275,369 | $178.4B | 9.58% | |
| 6 | LBTYBLIBERTY GLOBAL PLC | 6,206,460 | $167.8B | 9.02% | |
| 7 | CCOCAMECO CORP | 7,548,860 | $144.8B | 7.78% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 600,000 | $136.1B | 7.31% | |
| 9 | HCAHCA HEALTHCARE INC | 621,500 | $128.5B | 6.90% | |
| 10 | FNFFIDELITY NATIONAL FINANCIAL | 1,902,600 | $82.7B | 4.44% | |
| 11 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $79.2B | 4.25% | |
| 12 | —FOLEY TRASIMENE ACQUISTN COR | 4,496,721 | $43.9B | 2.36% | |
| 13 | —CYCLERION THERAPEUTICS INC | 3,389,215 | $13.2B | 0.71% | |
| 14 | —FOLEY TRASIMENE ACQUISTN COR | 4,618,115 | $9.6B | 0.52% |