MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 14
- −1 vs. Q1 2023
- Portfolio value
- $3.08B
- +$867.3M (+39.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 12,675,369 | $747.8M | 24.3% | 00.0% | Unchanged | History |
| LADLithia Motors Inc | COM | 1,551,077 | $471.7M | 15.3% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $318.6M | 10.3% | 00.0% | Unchanged | History |
| RXORXO, Inc. | COMMON STOCK | 12,675,369 | $287.4M | 9.3% | 00.0% | Unchanged | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 200,000 | $256.7M | 8.3% | +200,000 | New | History |
| GOOGLAlphabet Inc. | Stock | 2,019,183 | $241.7M | 7.8% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 769,198 | $233.4M | 7.6% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $212.4M | 6.9% | 00.0% | Unchanged | – |
| LBTYKLiberty Global Ltd. | SHS CL C | 6,706,460 | $119.2M | 3.9% | 00.0% | Unchanged | History |
| Coinbase Global, Inc.19260QAB3 | NOTE 0.500% 6/0 | – | $103.6M | 3.4% | – | – | – |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $48.0M | 1.6% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $33.3M | 1.1% | 00.0% | Unchanged | History |
| WRBYWarby Parker Inc. | CL A COM | 462,679 | $5.41M | 0.2% | 00.0% | Unchanged | History |
| KRSAKorsana Biosciences, Inc. | Stock | 169,460 | $696.5K | <0.1% | 00.0% | UnchangedConverted for a 1-for-20 split | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.