MFN Partners Management, LP Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$589.4B
Holdings
16
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —TWENTY FIRST CENTY FOX INC | 4,200,000 | $202.1B | 34.29% | |
| 2 | —ALLERGAN PLC | 650,101 | $86.9B | 14.74% | |
| 3 | IRWDIRONWOOD PHARMACEUTICALS INC | 4,939,541 | $51.2B | 8.68% | |
| 4 | XPOXPO LOGISTICS INC | 831,162 | $47.4B | 8.04% | |
| 5 | LNGCHENIERE ENERGY INC | 750,000 | $44.4B | 7.53% | |
| 6 | GSGOLDMAN SACHS GROUP INC | 173,811 | $29.0B | 4.93% | |
| 7 | PXDEURPIONEER NAT RES CO | 200,000 | $26.3B | 4.46% | |
| 8 | PCGPG&E CORP | 1,050,000 | $24.9B | 4.23% | |
| 9 | —GTT COMMUNICATIONS INC | 1,000,000 | $23.7B | 4.01% | |
| 10 | ZAYOEURZAYO GROUP HLDGS INC | 681,818 | $15.6B | 2.64% | |
| 11 | AIGAMERICAN INTL GROUP INC | 390,000 | $15.4B | 2.61% | |
| 12 | ACRSACLARIS THERAPEUTICS INC | 1,500,000 | $11.1B | 1.88% | |
| 13 | SYFSYNCHRONY FINL | 328,022 | $7.7B | 1.31% | |
| 14 | —FGL HLDGS | 364,662 | $2.4B | 0.41% | |
| 15 | RVNCEURREVANCE THERAPEUTICS INC | 46,000 | $926.0M | 0.16% | |
| 16 | SNEURSANCHEZ ENERGY CORP | 1,550,504 | $419.0M | 0.07% |