MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 14
- 0 vs. Q1 2021
- Portfolio value
- $1.86B
- +$541.7M (+41.1%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LNGCheniere Energy, Inc. | COM NEW | 2,851,860 | $247.4M | 13.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 657,800 | $228.7M | 12.3% | +59,800+10.0% | Added | History |
| PFSIPennyMac Financial Services, Inc. | COM | 3,531,792 | $218.0M | 11.7% | +2,023,049+134.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 75,000 | $183.1M | 9.8% | +75,000 | New | History |
| XPOXPO, Inc. | COM | 1,275,369 | $178.4M | 9.6% | +115,943+10.0% | Added | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 6,206,460 | $167.8M | 9.0% | 00.0% | Unchanged | History |
| CCJCameco Corp | Stock | 7,548,860 | $144.8M | 7.8% | +1,500,000+24.8% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 600,000 | $136.1M | 7.3% | +200,000+50.0% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 621,500 | $128.5M | 6.9% | +56,500+10.0% | Added | History |
| FNFFidelity National Financial, Inc. | COM SHS | 1,902,600 | $82.7M | 4.4% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $79.2M | 4.3% | 00.0% | Unchanged | – |
| ALITAlight, Inc. / Delaware | COM CL A | 4,496,721 | $43.9M | 2.4% | −95,186−2.1% | Reduced | History |
| KRSAKorsana Biosciences, Inc. | COM | 3,389,215 | $13.2M | 0.7% | +961,538+39.6% | Added | History |
| Foley Trasimene Acquistn Cor34431F112 | *W EXP 05/26/202 | 4,618,115 | $9.61M | 0.5% | 00.0% | Unchanged | – |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.