MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 20
- +5 vs. Q4 2021
- Portfolio value
- $2.89B
- +$344.1M (+13.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 7,200,369 | $524.2M | 18.2% | +2,925,000+68.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 133,908 | $372.4M | 12.9% | +58,908+78.5% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 1,261,201 | $316.1M | 10.9% | +639,701+102.9% | Added | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $241.1M | 8.3% | +556,274+14.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 750,000 | $231.2M | 8.0% | +750,000 | New | History |
| LADLithia Motors Inc | COM | 751,077 | $225.4M | 7.8% | +225,806+43.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 63,100 | $205.7M | 7.1% | +63,100 | New | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $200.5M | 6.9% | 00.0% | Unchanged | – |
| LBTYKLiberty Global Ltd. | SHS CL C | 6,706,460 | $173.8M | 6.0% | +500,000+8.1% | Added | History |
| NFLXNetflix Inc | Stock | 443,864 | $166.3M | 5.8% | +443,864 | New | History |
| STNEStoneCo Ltd. | COM | 4,000,000 | $46.8M | 1.6% | +2,000,000+100.0% | Added | History |
| PARPar Technology Corp | COM | 1,091,404 | $44.0M | 1.5% | +991,404+991.4% | Added | History |
| BLNDBlend Labs, Inc. | CL A | 5,000,000 | $28.5M | 1.0% | +5,000,000 | New | History |
| LTCHLatch, Inc. | COM | 6,000,000 | $25.6M | 0.9% | +6,000,000 | New | History |
| WRBYWarby Parker Inc. | CL A COM | 530,543 | $17.9M | 0.6% | +530,543 | New | History |
| OSHOak Street Health, Inc. | COM | 650,000 | $17.5M | 0.6% | +650,000 | New | History |
| CVNACarvana Co. | CL A | 136,364 | $16.3M | 0.6% | +136,364 | New | History |
| CCJCameco Corp | Stock | 549,046 | $16.0M | 0.6% | −5,029,998−90.2% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 833,333 | $14.7M | 0.5% | +833,333 | New | History |
| KRSAKorsana Biosciences, Inc. | COM | 3,389,215 | $3.76M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (4)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| OXYOccidental Petroleum Corp | Stock | 10,934,426 | $317.0M | 12.5% | History |
| METAMeta Platforms, Inc. | Stock | 907,800 | $305.3M | 12.0% | History |
| FNFFidelity National Financial, Inc. | COM SHS | 3,902,600 | $203.6M | 8.0% | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,614,343 | $163.7M | 6.4% | History |