MFN Partners Management, LP Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$3.0T
Holdings
13
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO INC | 12,675,369 | $946.3B | 31.77% | |
| 2 | LADLITHIA MTRS INC | 1,551,077 | $458.1B | 15.38% | |
| 3 | PFSIPENNYMAC FINL SVCS INC NEW | 4,531,792 | $301.8B | 10.13% | |
| 4 | FCNCAFIRST CTZNS BANCSHARES INC N | 197,623 | $272.7B | 9.16% | |
| 5 | RXORXO INC | 12,675,369 | $250.1B | 8.40% | |
| 6 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $246.1B | 8.26% | |
| 7 | HCAHCA HEALTHCARE INC | 769,198 | $189.2B | 6.35% | |
| 8 | LBTYBLIBERTY GLOBAL PLC | 6,706,460 | $124.5B | 4.18% | |
| 9 | COIN 0.5 06/01/26COINBASE GLOBAL INC | 136,953,000 | $103.5B | 3.47% | |
| 10 | BHCBAUSCH HEALTH COS INC | 6,000,000 | $49.3B | 1.66% | |
| 11 | IEIVANHOE ELECTRIC INC | 2,553,191 | $30.4B | 1.02% | |
| 12 | WRBYWARBY PARKER INC | 462,679 | $6.1B | 0.20% | |
| 13 | CYCNCYCLERION THERAPEUTICS INC | 169,460 | $576.2M | 0.02% |