MFN Partners Management, LP Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$620.0B
Holdings
15
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —ALLERGAN PLC | 650,101 | $95.2B | 15.35% | |
| 2 | FOXAFOX CORP | 2,369,331 | $87.0B | 14.03% | |
| 3 | PCGPG&E CORP | 4,000,000 | $71.2B | 11.48% | |
| 4 | IRWDIRONWOOD PHARMACEUTICALS INC | 4,939,541 | $66.8B | 10.78% | |
| 5 | LNGCHENIERE ENERGY INC | 750,000 | $51.3B | 8.27% | |
| 6 | BMYBRISTOL MYERS SQUIBB CO | 1,000,000 | $47.7B | 7.70% | Call |
| 7 | XPOXPO LOGISTICS INC | 845,500 | $45.4B | 7.33% | |
| 8 | —GTT COMMUNICATIONS INC | 1,000,000 | $34.7B | 5.60% | |
| 9 | GSGOLDMAN SACHS GROUP INC | 173,811 | $33.4B | 5.38% | |
| 10 | PXDEURPIONEER NAT RES CO | 200,000 | $30.5B | 4.91% | |
| 11 | —FGL HLDGS | 3,000,000 | $23.6B | 3.81% | |
| 12 | TAKTAKEDA PHARMACEUTICAL CO LTD | 785,000 | $16.0B | 2.58% | |
| 13 | ACRSACLARIS THERAPEUTICS INC | 1,500,000 | $9.0B | 1.45% | |
| 14 | NAVINAVIENT CORPORATION | 650,000 | $7.5B | 1.21% | |
| 15 | RVNCEURREVANCE THERAPEUTICS INC | 46,000 | $725.0M | 0.12% |