MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 17
- +1 vs. Q2 2022
- Portfolio value
- $2.21B
- −$3.14M (−0.1%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 12,675,369 | $564.3M | 25.6% | +1,555,519+14.0% | Added | History |
| LADLithia Motors Inc | COM | 1,199,914 | $257.4M | 11.7% | +348,837+41.0% | Added | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $225.5M | 10.2% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 2,319,183 | $221.8M | 10.1% | −270,977−10.5% | ReducedConverted for a 20-for-1 split | History |
| HCAHCA Healthcare, Inc. | COM | 1,069,198 | $196.5M | 8.9% | −136,003−11.3% | Reduced | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $194.4M | 8.8% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 1,856,700 | $154.5M | 7.0% | +1,856,700 | New | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 6,706,460 | $110.7M | 5.0% | 00.0% | Unchanged | History |
| CANOCano Health, Inc. | COM CL A | 7,052,969 | $61.1M | 2.8% | +7,052,969 | New | History |
| PARPar Technology Corp | COM | 1,862,957 | $55.0M | 2.5% | 00.0% | Unchanged | History |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $41.3M | 1.9% | +6,000,000 | New | History |
| STNEStoneCo Ltd. | COM | 4,000,000 | $38.1M | 1.7% | 00.0% | Unchanged | History |
| OSHOak Street Health, Inc. | COM | 1,167,664 | $28.6M | 1.3% | −1,167,665−50.0% | Reduced | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $21.1M | 1.0% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 8,369,982 | $18.5M | 0.8% | 00.0% | Unchanged | History |
| WRBYWarby Parker Inc. | CL A COM | 1,100,000 | $14.7M | 0.7% | 00.0% | Unchanged | History |
| KRSAKorsana Biosciences, Inc. | COM | 3,389,215 | $2.92M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2022 (2)
Positions held at the end of Q2 2022 that are gone from this filing.