MFN Partners Management, LP Q3 2022 Filing
Filed November 10, 2022
Portfolio Value
$2.2T
Holdings
17
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO Logistics Inc | 12,675,369 | $564.3B | 25.57% | |
| 2 | LADLithia Motors Inc | 1,199,914 | $257.4B | 11.67% | |
| 3 | OXY/WSOCCIDENTAL PETROLEUM COR | 5,690,600 | $225.5B | 10.22% | |
| 4 | GOOGLAlphabet Inc | 2,319,183 | $221.8B | 10.05% | |
| 5 | HCAHCA Healthcare Inc | 1,069,198 | $196.5B | 8.91% | |
| 6 | PFSIPennyMac Financial Services Inc | 4,531,792 | $194.4B | 8.81% | |
| 7 | CEGConstellation Energy Corp | 1,856,700 | $154.5B | 7.00% | |
| 8 | LBTYBLiberty Global PLC | 6,706,460 | $110.7B | 5.02% | |
| 9 | —Cano Health Inc | 7,052,969 | $61.1B | 2.77% | |
| 10 | PARPAR Technology Corp | 1,862,957 | $55.0B | 2.49% | |
| 11 | BHCBAUSCH HEALTH COS INC | 6,000,000 | $41.3B | 1.87% | |
| 12 | STNEStoneCo Ltd | 4,000,000 | $38.1B | 1.73% | |
| 13 | OSH3EUROak Street Health Inc | 1,167,664 | $28.6B | 1.30% | |
| 14 | IEIvanhoe Electric Inc / US | 2,553,191 | $21.1B | 0.95% | |
| 15 | BLNDBlend Labs Inc | 8,369,982 | $18.5B | 0.84% | |
| 16 | WRBYWarby Parker Inc | 1,100,000 | $14.7B | 0.67% | |
| 17 | —Cyclerion Therapeutics Inc | 3,389,215 | $2.9B | 0.13% |