MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Apr 27, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 16
- −1 vs. Q3 2022
- Portfolio value
- $2.27B
- +$60.8M (+2.8%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 12,675,369 | $422.0M | 18.6% | 00.0% | Unchanged | History |
| LADLithia Motors Inc | COM | 1,551,077 | $317.6M | 14.0% | +351,163+29.3% | Added | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $256.8M | 11.3% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $234.6M | 10.3% | 00.0% | Unchanged | – |
| RXORXO, Inc. | COMMON STOCK | 12,675,369 | $218.0M | 9.6% | +12,675,369 | New | History |
| HCAHCA Healthcare, Inc. | COM | 769,198 | $184.6M | 8.1% | −300,000−28.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 2,019,183 | $178.2M | 7.9% | −300,000−12.9% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 1,856,700 | $160.1M | 7.1% | 00.0% | Unchanged | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 6,706,460 | $130.3M | 5.7% | 00.0% | Unchanged | History |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $37.7M | 1.7% | 00.0% | Unchanged | History |
| PARPar Technology Corp | COM | 1,262,957 | $32.9M | 1.5% | −600,000−32.2% | Reduced | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $31.0M | 1.4% | 00.0% | Unchanged | History |
| STNEStoneCo Ltd. | COM | 3,000,000 | $28.3M | 1.2% | −1,000,000−25.0% | Reduced | History |
| Coinbase Global, Inc.19260QAB3 | NOTE 0.500% 6/0 | – | $20.2M | 0.9% | – | New | – |
| WRBYWarby Parker Inc. | CL A COM | 953,992 | $12.9M | 0.6% | −146,008−13.3% | Reduced | History |
| KRSAKorsana Biosciences, Inc. | COM | 3,389,215 | $2.22M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (3)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| CANOCano Health, Inc. | COM CL A | 7,052,969 | $61.1M | 2.8% | History |
| OSHOak Street Health, Inc. | COM | 1,167,664 | $28.6M | 1.3% | History |
| BLNDBlend Labs, Inc. | CL A | 8,369,982 | $18.5M | 0.8% | History |