MFN Partners Management, LP Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$2.5T
Holdings
15
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO LOGISTICS INC | 4,275,369 | $331.0B | 13.01% | |
| 2 | OXYOCCIDENTAL PETE CORP | 10,934,426 | $317.0B | 12.46% | |
| 3 | METAMETA PLATFORMS INC | 907,800 | $305.3B | 12.00% | |
| 4 | PFSIPENNYMAC FINL SVCS INC NEW | 3,975,518 | $277.4B | 10.91% | |
| 5 | GOOGLALPHABET INC | 75,000 | $217.3B | 8.54% | |
| 6 | FNFFIDELITY NATIONAL FINANCIAL | 3,902,600 | $203.6B | 8.01% | |
| 7 | LBTYBLIBERTY GLOBAL PLC | 6,206,460 | $174.3B | 6.85% | |
| 8 | LNGCHENIERE ENERGY INC | 1,614,343 | $163.7B | 6.44% | |
| 9 | HCAHCA HEALTHCARE INC | 621,500 | $159.7B | 6.28% | |
| 10 | LADLITHIA MTRS INC | 525,271 | $156.0B | 6.13% | |
| 11 | CCOCAMECO CORP | 5,579,044 | $121.7B | 4.78% | |
| 12 | OXY/WSOCCIDENTAL PETE CORP | 5,690,600 | $71.8B | 2.82% | |
| 13 | STNESTONECO LTD | 2,000,000 | $33.7B | 1.33% | |
| 14 | —CYCLERION THERAPEUTICS INC | 3,389,215 | $5.8B | 0.23% | |
| 15 | PARPAR TECHNOLOGY CORP | 100,000 | $5.3B | 0.21% |