MFN Partners Management, LP Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$2.2T
Holdings
14
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 907,800 | $308.1B | 14.12% | |
| 2 | XPOXPO LOGISTICS INC | 3,575,369 | $284.5B | 13.04% | |
| 3 | LNGCHENIERE ENERGY INC | 2,851,860 | $278.5B | 12.77% | |
| 4 | PFSIPENNYMAC FINL SVCS INC NEW | 3,531,792 | $215.9B | 9.90% | |
| 5 | GOOGLALPHABET INC | 75,000 | $200.5B | 9.19% | |
| 6 | LBTYBLIBERTY GLOBAL PLC | 6,206,460 | $182.8B | 8.38% | |
| 7 | FNFFIDELITY NATIONAL FINANCIAL | 3,902,600 | $176.9B | 8.11% | |
| 8 | CCOCAMECO CORP | 7,112,372 | $154.6B | 7.08% | |
| 9 | HCAHCA HEALTHCARE INC | 621,500 | $150.8B | 6.91% | |
| 10 | ALITALIGHT INC | 9,473,145 | $108.8B | 4.98% | |
| 11 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $67.4B | 3.09% | |
| 12 | —CONCORD ACQUISITION CORP | 2,800,000 | $28.2B | 1.29% | |
| 13 | —ALIGHT INC | 4,618,115 | $14.1B | 0.65% | |
| 14 | —CYCLERION THERAPEUTICS INC | 3,389,215 | $10.4B | 0.48% |