Mfn Partners Management, Lp Top Holdings and 13F Report (2023)

About Mfn Partners Management, Lp

Mfn Partners Management, Lp has $3.52 billion in total holdings as of December 31, 2022.
Mfn Partners Management, Lp owns shares of 10 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
Approximately 1.60% of the portfolio was purchased this quarter.
About 3.42% of the portfolio was sold this quarter.
This quarter, Mfn Partners Management, Lp has purchased 12 new stocks and bought additional shares in 1 stock.
Mfn Partners Management, Lp sold shares of 1 stock and completely divested from 2 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
XPO XPO	$1,546,775,279		0.0%	12,675,369	43.9%	Transportation
LAD Lithia Motors	$466,657,026		0.0%	1,551,077	13.2%	Retail/Wholesale
PFSI PennyMac Financial Services	$412,800,933		0.0%	4,531,792	11.7%	Finance
RXO RXO	$340,921,698	$56,431,817 ▲	19.8%	15,588,555	9.7%	Transportation
HCA HCA Healthcare	$324,824,200		0.0%	973,898	9.2%	Medical
OCCIDENTAL PETE CORP	$245,264,860		0.0%	5,690,600	7.0%	*W EXP 08/03/2027
LIBERTY GLOBAL LTD	$97,004,247	$21,297,707 ▼	-18.0%	5,499,107	2.8%	COM CL C
BHC Bausch Health Companies	$63,660,000		0.0%	6,000,000	1.8%	Medical
IE Ivanhoe Electric	$25,021,272		0.0%	2,553,191	0.7%	Business Services
CYCN Cyclerion Therapeutics	$542,272		0.0%	169,460	0.0%	Medical
FCNCA First Citizens BancShares	$0	$92,650,227 ▼	-100.0%	0	0.0%	Finance
WRBY Warby Parker	$0	$6,523,774 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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