MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 14
- No 13F data for Q4 2020
- Portfolio value
- $1.32B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LNGCheniere Energy, Inc. | COM NEW | 2,851,860 | $205.4M | 15.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 598,000 | $176.1M | 13.3% | – | – | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 6,206,460 | $158.5M | 12.0% | – | – | History |
| XPOXPO, Inc. | COM | 1,159,426 | $143.0M | 10.8% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 565,000 | $106.4M | 8.1% | – | – | History |
| PFSIPennyMac Financial Services, Inc. | COM | 1,508,743 | $100.9M | 7.6% | – | – | History |
| CCJCameco Corp | Stock | 6,048,860 | $100.5M | 7.6% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 400,000 | $90.7M | 6.9% | – | – | History |
| FNFFidelity National Financial, Inc. | COM SHS | 1,902,600 | $77.4M | 5.9% | – | – | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $67.8M | 5.1% | – | – | – |
| ALITAlight, Inc. / Delaware | COM CL A | 4,591,907 | $46.1M | 3.5% | – | – | History |
| VTRSViatris Inc | Stock | 2,349,300 | $32.8M | 2.5% | – | – | History |
| Foley Trasimene Acquistn Cor34431F112 | *W EXP 05/26/202 | 4,618,115 | $7.39M | 0.6% | – | – | – |
| KRSAKorsana Biosciences, Inc. | COM | 2,427,677 | $6.77M | 0.5% | – | – | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| MSTRStrategy Inc | Stock | $28.0M | – |