MFN Partners Management, LP Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$629.9B
Holdings
17
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —ALLERGAN PLC | 900,101 | $150.7B | 23.92% | |
| 2 | FOXAFOX CORP | 2,369,331 | $86.8B | 13.78% | |
| 3 | PCGPG&E CORP | 2,800,000 | $64.2B | 10.19% | |
| 4 | IRWDIRONWOOD PHARMACEUTICALS INC | 4,939,541 | $54.0B | 8.58% | |
| 5 | XPOXPO LOGISTICS INC | 913,935 | $52.8B | 8.39% | |
| 6 | LNGCHENIERE ENERGY INC | 750,000 | $51.3B | 8.15% | |
| 7 | GSGOLDMAN SACHS GROUP INC | 173,811 | $35.6B | 5.65% | |
| 8 | PXDEURPIONEER NAT RES CO | 200,000 | $30.8B | 4.88% | |
| 9 | —FGL HLDGS | 3,000,000 | $25.2B | 4.00% | |
| 10 | —GTT COMMUNICATIONS INC | 1,250,000 | $22.0B | 3.49% | |
| 11 | —CYCLERION THERAPEUTICS INC | 1,487,874 | $17.0B | 2.70% | |
| 12 | LBTYBLIBERTY GLOBAL PLC | 625,558 | $16.6B | 2.63% | |
| 13 | TAKTAKEDA PHARMACEUTICAL CO LTD | 785,000 | $13.9B | 2.21% | |
| 14 | NAVINAVIENT CORPORATION | 244,300 | $3.3B | 0.53% | |
| 15 | ACRSACLARIS THERAPEUTICS INC | 1,500,000 | $3.3B | 0.52% | |
| 16 | EOLSEVOLUS INC | 120,000 | $1.8B | 0.28% | |
| 17 | RVNCEURREVANCE THERAPEUTICS INC | 46,000 | $597.0M | 0.09% |