MFN Partners Management, LP Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$1.1T
Holdings
14
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LNGCHENIERE ENERGY INC | 2,851,860 | $171.2B | 15.10% | |
| 2 | —FOLEY TRASIMENE ACQUISTN COR | 14,000,000 | $156.5B | 13.80% | |
| 3 | LBTYBLIBERTY GLOBAL PLC | 6,206,460 | $146.8B | 12.95% | |
| 4 | XPOXPO LOGISTICS INC | 1,159,426 | $138.2B | 12.19% | |
| 5 | HCAHCA HEALTHCARE INC | 565,000 | $92.9B | 8.19% | |
| 6 | FNFFIDELITY NATIONAL FINANCIAL | 1,902,600 | $74.4B | 6.56% | |
| 7 | WFCWELLS FARGO CO NEW | 2,400,000 | $72.4B | 6.39% | |
| 8 | VTRSVIATRIS INC | 3,750,000 | $70.3B | 6.20% | |
| 9 | METAFACEBOOK INC | 198,000 | $54.1B | 4.77% | |
| 10 | GOOGALPHABET INC | 30,000 | $52.6B | 4.64% | |
| 11 | BABAALIBABA GROUP HLDG LTD | 200,000 | $46.5B | 4.11% | |
| 12 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $38.8B | 3.42% | |
| 13 | —FOLEY TRASIMENE ACQUISTN COR | 4,666,745 | $11.8B | 1.04% | |
| 14 | —CYCLERION THERAPEUTICS INC | 2,427,677 | $7.4B | 0.66% |