MFN Partners Management, LP Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$3.1T
Holdings
14
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO INC | 12,675,369 | $747.8B | 24.28% | |
| 2 | LADLITHIA MTRS INC | 1,551,077 | $471.7B | 15.32% | |
| 3 | PFSIPENNYMAC FINL SVCS INC NEW | 4,531,792 | $318.6B | 10.35% | |
| 4 | RXORXO INC | 12,675,369 | $287.4B | 9.33% | |
| 5 | FCNCAFIRST CTZNS BANCSHARES INC N | 200,000 | $256.7B | 8.33% | |
| 6 | GOOGLALPHABET INC | 2,019,183 | $241.7B | 7.85% | |
| 7 | HCAHCA HEALTHCARE INC | 769,198 | $233.4B | 7.58% | |
| 8 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $212.4B | 6.90% | |
| 9 | LBTYBLIBERTY GLOBAL PLC | 6,706,460 | $119.2B | 3.87% | |
| 10 | COIN 0.5 06/01/26COINBASE GLOBAL INC | 136,953,000 | $103.6B | 3.36% | |
| 11 | BHCBAUSCH HEALTH COS INC | 6,000,000 | $48.0B | 1.56% | |
| 12 | IEIVANHOE ELECTRIC INC | 2,553,191 | $33.3B | 1.08% | |
| 13 | WRBYWARBY PARKER INC | 462,679 | $5.4B | 0.18% | |
| 14 | CYCNCYCLERION THERAPEUTICS INC | 169,460 | $696.5M | 0.02% |