MFN Partners Management, LP Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$3.1T
Holdings
12
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO INC | 12,675,369 | $1.1T | 35.72% | |
| 2 | LADLITHIA MTRS INC | 1,551,077 | $510.7B | 16.43% | |
| 3 | PFSIPENNYMAC FINL SVCS INC NEW | 4,531,792 | $400.5B | 12.89% | |
| 4 | RXORXO INC | 13,008,225 | $302.6B | 9.74% | |
| 5 | HCAHCA HEALTHCARE INC | 973,898 | $263.6B | 8.48% | |
| 6 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $221.5B | 7.13% | |
| 7 | LBTYALIBERTY GLOBAL PLC | 6,706,460 | $125.0B | 4.02% | |
| 8 | FCNCAFIRST CTZNS BANCSHARES INC N | 65,294 | $92.7B | 2.98% | |
| 9 | BHCBAUSCH HEALTH COS INC | 6,000,000 | $48.1B | 1.55% | |
| 10 | IEIVANHOE ELECTRIC INC | 2,553,191 | $25.7B | 0.83% | |
| 11 | WRBYWARBY PARKER INC | 462,679 | $6.5B | 0.21% | |
| 12 | CYCNCYCLERION THERAPEUTICS INC | 169,460 | $567.7M | 0.02% |