MFN Partners Management, LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$1.3T
Holdings
15
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LNGCHENIERE ENERGY INC | 2,851,860 | $205.4B | 15.24% | |
| 2 | METAFACEBOOK INC | 598,000 | $176.1B | 13.07% | |
| 3 | LBTYBLIBERTY GLOBAL PLC | 6,206,460 | $158.5B | 11.76% | |
| 4 | XPOXPO LOGISTICS INC | 1,159,426 | $143.0B | 10.61% | |
| 5 | HCAHCA HEALTHCARE INC | 565,000 | $106.4B | 7.90% | |
| 6 | PFSIPENNYMAC FINL SVCS INC NEW | 1,508,743 | $100.9B | 7.49% | |
| 7 | CCOCAMECO CORP | 6,048,860 | $100.5B | 7.46% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 400,000 | $90.7B | 6.73% | |
| 9 | FNFFIDELITY NATIONAL FINANCIAL | 1,902,600 | $77.4B | 5.74% | |
| 10 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $67.8B | 5.03% | |
| 11 | —FOLEY TRASIMENE ACQUISTN COR | 4,591,907 | $46.1B | 3.42% | |
| 12 | VTRSVIATRIS INC | 2,349,300 | $32.8B | 2.44% | |
| 13 | MIGAMICROSTRATEGY INC | 41,200 | $28.0B | 2.08% | Put |
| 14 | —FOLEY TRASIMENE ACQUISTN COR | 4,618,115 | $7.4B | 0.55% | |
| 15 | —CYCLERION THERAPEUTICS INC | 2,427,677 | $6.8B | 0.50% |