MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 16
- −4 vs. Q1 2022
- Portfolio value
- $2.21B
- −$678.1M (−23.5%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 11,119,850 | $535.5M | 24.2% | +3,919,481+54.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 129,508 | $282.2M | 12.8% | −4,400−3.3% | Reduced | History |
| LADLithia Motors Inc | COM | 851,077 | $233.9M | 10.6% | +100,000+13.3% | Added | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $210.4M | 9.5% | 00.0% | Unchanged | – |
| HCAHCA Healthcare, Inc. | COM | 1,205,201 | $202.5M | 9.2% | −56,000−4.4% | Reduced | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $198.1M | 9.0% | 00.0% | Unchanged | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 6,706,460 | $148.1M | 6.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 461,800 | $118.6M | 5.4% | −288,200−38.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 800,000 | $85.0M | 3.8% | −462,000−36.6% | ReducedConverted for a 20-for-1 split | History |
| PARPar Technology Corp | COM | 1,862,957 | $69.8M | 3.2% | +771,553+70.7% | Added | History |
| OSHOak Street Health, Inc. | COM | 2,335,329 | $38.4M | 1.7% | +1,685,329+259.3% | Added | History |
| STNEStoneCo Ltd. | COM | 4,000,000 | $30.8M | 1.4% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $22.2M | 1.0% | +2,553,191 | New | History |
| BLNDBlend Labs, Inc. | CL A | 8,369,982 | $19.8M | 0.9% | +3,369,982+67.4% | Added | History |
| WRBYWarby Parker Inc. | CL A COM | 1,100,000 | $12.4M | 0.6% | +569,457+107.3% | Added | History |
| KRSAKorsana Biosciences, Inc. | COM | 3,389,215 | $1.86M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (5)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 443,864 | $166.3M | 5.8% | History |
| LTCHLatch, Inc. | COM | 6,000,000 | $25.6M | 0.9% | History |
| CVNACarvana Co. | CL A | 136,364 | $16.3M | 0.6% | History |
| CCJCameco Corp | Stock | 549,046 | $16.0M | 0.6% | History |
| CPNGCoupang, Inc. | CL A | 833,333 | $14.7M | 0.5% | History |