MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 15
- −1 vs. Q4 2022
- Portfolio value
- $2.21B
- −$54.8M (−2.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 12,675,369 | $404.3M | 18.3% | 00.0% | Unchanged | History |
| LADLithia Motors Inc | COM | 1,551,077 | $355.1M | 16.0% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $270.1M | 12.2% | 00.0% | Unchanged | History |
| RXORXO, Inc. | COMMON STOCK | 12,675,369 | $248.9M | 11.3% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $233.3M | 10.5% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 2,019,183 | $209.4M | 9.5% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 769,198 | $202.8M | 9.2% | 00.0% | Unchanged | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 6,706,460 | $136.7M | 6.2% | 00.0% | Unchanged | History |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $48.6M | 2.2% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $31.0M | 1.4% | 00.0% | Unchanged | History |
| Coinbase Global, Inc.19260QAB3 | NOTE 0.500% 6/0 | – | $27.7M | 1.3% | – | – | – |
| PARPar Technology Corp | COM | 600,000 | $20.4M | 0.9% | −662,957−52.5% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 225,000 | $17.7M | 0.8% | −1,631,700−87.9% | Reduced | History |
| WRBYWarby Parker Inc. | CL A COM | 462,679 | $4.90M | 0.2% | −491,313−51.5% | Reduced | History |
| KRSAKorsana Biosciences, Inc. | COM | 3,389,215 | $1.47M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.