MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 14
- 0 vs. Q2 2021
- Portfolio value
- $2.18B
- +$320.3M (+17.2%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 907,800 | $308.1M | 14.1% | +250,000+38.0% | Added | History |
| XPOXPO, Inc. | COM | 3,575,369 | $284.5M | 13.0% | +2,300,000+180.3% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 2,851,860 | $278.5M | 12.8% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 3,531,792 | $215.9M | 9.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 75,000 | $200.5M | 9.2% | 00.0% | Unchanged | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 6,206,460 | $182.8M | 8.4% | 00.0% | Unchanged | History |
| FNFFidelity National Financial, Inc. | COM SHS | 3,902,600 | $176.9M | 8.1% | +2,000,000+105.1% | Added | History |
| CCJCameco Corp | Stock | 7,112,372 | $154.6M | 7.1% | −436,488−5.8% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 621,500 | $150.8M | 6.9% | 00.0% | Unchanged | History |
| ALITAlight, Inc. / Delaware | COM CL A | 9,473,145 | $108.8M | 5.0% | +4,976,424+110.7% | Added | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $67.4M | 3.1% | 00.0% | Unchanged | – |
| CNDConcord Acquisition Corp | COM CL A | 2,800,000 | $28.2M | 1.3% | +2,800,000 | New | History |
| Alight, Inc. / Delaware01626W119 | Warrant / Rights | 4,618,115 | $14.1M | 0.6% | +4,618,115 | New | – |
| KRSAKorsana Biosciences, Inc. | COM | 3,389,215 | $10.4M | 0.5% | 00.0% | Unchanged | History |
Sold out since Q2 2021 (2)
Positions held at the end of Q2 2021 that are gone from this filing.