MFN Partners Management, LP Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$2.2T
Holdings
16
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO LOGISTICS INC | 11,119,850 | $535.5B | 24.24% | |
| 2 | GOOGLALPHABET INC-CL A | 129,508 | $282.2B | 12.77% | |
| 3 | LADLITHIA MOTORS INC | 851,077 | $233.9B | 10.58% | |
| 4 | OXY/WSOCCIDENTAL PETROLEUM CORP | 5,690,600 | $210.4B | 9.52% | |
| 5 | HCAHCA HEALTHCARE INC | 1,205,201 | $202.5B | 9.17% | |
| 6 | PFSIPENNYMAC FINANCIAL SERVICES | 4,531,792 | $198.1B | 8.96% | |
| 7 | LBTYBLIBERTY GLOBAL PLC- C | 6,706,460 | $148.1B | 6.70% | |
| 8 | MSFTMICROSOFT CORP | 461,800 | $118.6B | 5.37% | |
| 9 | AMZNAMAZON.COM INC | 800,000 | $85.0B | 3.85% | |
| 10 | PARPAR TECHNOLOGY CORP/DEL | 1,862,957 | $69.8B | 3.16% | |
| 11 | OSH3EUROAK STREET HEALTH INC | 2,335,329 | $38.4B | 1.74% | |
| 12 | STNESTONECO LTD-A | 4,000,000 | $30.8B | 1.39% | |
| 13 | IEIVANHOE ELECTRIC INC / US | 2,553,191 | $22.2B | 1.01% | |
| 14 | BLNDBLEND LABS INC-A | 8,369,982 | $19.8B | 0.89% | |
| 15 | WRBYWARBY PARKER INC-CLASS A | 1,100,000 | $12.4B | 0.56% | |
| 16 | —CYCLERION THERAPEUTICS INC | 3,389,215 | $1.9B | 0.08% |