MFN Partners Management, LP Q4 2022 Filing
Filed February 10, 2023
Portfolio Value
$2.2T
Holdings
15
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO INC | 12,675,369 | $422.0B | 18.78% | |
| 2 | LADLITHIA MTRS INC | 1,551,077 | $317.6B | 14.13% | |
| 3 | PFSIPENNYMAC FINL SVCS INC NEW | 4,531,792 | $256.8B | 11.43% | |
| 4 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $234.6B | 10.44% | |
| 5 | RXORXO INC | 12,675,369 | $218.0B | 9.70% | |
| 6 | HCAHCA HEALTHCARE INC | 769,198 | $184.6B | 8.21% | |
| 7 | GOOGLALPHABET INC | 2,019,183 | $178.2B | 7.93% | |
| 8 | CEGCONSTELLATION ENERGY CORP | 1,856,700 | $160.1B | 7.12% | |
| 9 | LBTYBLIBERTY GLOBAL PLC | 6,706,460 | $130.3B | 5.80% | |
| 10 | BHCBAUSCH HEALTH COS INC | 6,000,000 | $37.7B | 1.68% | |
| 11 | PARPAR TECHNOLOGY CORP | 1,262,957 | $32.9B | 1.47% | |
| 12 | IEIVANHOE ELECTRIC INC | 2,553,191 | $31.0B | 1.38% | |
| 13 | STNESTONECO LTD | 3,000,000 | $28.3B | 1.26% | |
| 14 | WRBYWARBY PARKER INC | 953,992 | $12.9B | 0.57% | |
| 15 | —CYCLERION THERAPEUTICS INC | 3,389,215 | $2.2B | 0.10% |