MFN Partners Management, LP Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$756.1B
Holdings
17
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LNGCHENIERE ENERGY INC | 3,618,858 | $121.2B | 16.03% | |
| 2 | LBTYBLIBERTY GLOBAL PLC | 7,200,040 | $113.1B | 14.96% | |
| 3 | XPOXPO LOGISTICS INC | 2,199,391 | $107.2B | 14.18% | |
| 4 | METAFACEBOOK INC | 584,490 | $97.5B | 12.89% | |
| 5 | GOOGALPHABET INC | 75,239 | $87.5B | 11.57% | |
| 6 | FOXAFOX CORP | 2,211,732 | $52.3B | 6.91% | |
| 7 | HCAHCA HEALTHCARE INC | 565,000 | $50.8B | 6.71% | |
| 8 | IRWDIRONWOOD PHARMACEUTICALS INC | 3,370,000 | $34.0B | 4.50% | |
| 9 | MPCMARATHON PETE CORP | 1,000,000 | $23.6B | 3.12% | |
| 10 | PXDEURPIONEER NAT RES CO | 310,000 | $21.7B | 2.88% | |
| 11 | BKNGBOOKING HLDGS INC | 16,000 | $21.5B | 2.85% | |
| 12 | —GTT COMMUNICATIONS INC | 835,634 | $6.6B | 0.88% | |
| 13 | —CYCLERION THERAPEUTICS INC | 2,427,677 | $6.4B | 0.85% | |
| 14 | EOLSEVOLUS INC | 1,420,000 | $5.9B | 0.78% | |
| 15 | ACRSACLARIS THERAPEUTICS INC | 4,000,000 | $4.2B | 0.55% | |
| 16 | CD8CRESUD S A C I F Y A | 560,503 | $2.0B | 0.26% | |
| 17 | IRSUSDIRSA INVERSIONES Y REP S A | 163,017 | $567.0M | 0.07% |