MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 15
- +1 vs. Q3 2021
- Portfolio value
- $2.54B
- +$362.0M (+16.6%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 4,275,369 | $331.0M | 13.0% | +700,000+19.6% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 10,934,426 | $317.0M | 12.5% | +10,934,426 | New | History |
| METAMeta Platforms, Inc. | Stock | 907,800 | $305.3M | 12.0% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 3,975,518 | $277.4M | 10.9% | +443,726+12.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 75,000 | $217.3M | 8.5% | 00.0% | Unchanged | History |
| FNFFidelity National Financial, Inc. | COM SHS | 3,902,600 | $203.6M | 8.0% | 00.0% | Unchanged | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 6,206,460 | $174.3M | 6.9% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,614,343 | $163.7M | 6.4% | −1,237,517−43.4% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 621,500 | $159.7M | 6.3% | 00.0% | Unchanged | History |
| LADLithia Motors Inc | COM | 525,271 | $156.0M | 6.1% | +525,271 | New | History |
| CCJCameco Corp | Stock | 5,579,044 | $121.7M | 4.8% | −1,533,328−21.6% | Reduced | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $71.8M | 2.8% | 00.0% | Unchanged | – |
| STNEStoneCo Ltd. | COM | 2,000,000 | $33.7M | 1.3% | +2,000,000 | New | History |
| KRSAKorsana Biosciences, Inc. | COM | 3,389,215 | $5.83M | 0.2% | 00.0% | Unchanged | History |
| PARPar Technology Corp | COM | 100,000 | $5.28M | 0.2% | +100,000 | New | History |
Sold out since Q3 2021 (3)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| ALITAlight, Inc. / Delaware | COM CL A | 9,473,145 | $108.8M | 5.0% | History |
| CNDConcord Acquisition Corp | COM CL A | 2,800,000 | $28.2M | 1.3% | History |
| Alight, Inc. / Delaware01626W119 | Warrant / Rights | 4,618,115 | $14.1M | 0.6% | – |