MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 13
- −1 vs. Q2 2023
- Portfolio value
- $2.98B
- −$101.2M (−3.3%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 12,675,369 | $946.3M | 31.8% | 00.0% | Unchanged | History |
| LADLithia Motors Inc | COM | 1,551,077 | $458.1M | 15.4% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $301.8M | 10.1% | 00.0% | Unchanged | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 197,623 | $272.7M | 9.2% | −2,377−1.2% | Reduced | History |
| RXORXO, Inc. | COMMON STOCK | 12,675,369 | $250.1M | 8.4% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $246.1M | 8.3% | 00.0% | Unchanged | – |
| HCAHCA Healthcare, Inc. | COM | 769,198 | $189.2M | 6.4% | 00.0% | Unchanged | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 6,706,460 | $124.5M | 4.2% | 00.0% | Unchanged | History |
| Coinbase Global, Inc.19260QAB3 | NOTE 0.500% 6/0 | – | $103.5M | 3.5% | – | – | – |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $49.3M | 1.7% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $30.4M | 1.0% | 00.0% | Unchanged | History |
| WRBYWarby Parker Inc. | CL A COM | 462,679 | $6.09M | 0.2% | 00.0% | Unchanged | History |
| KRSAKorsana Biosciences, Inc. | Stock | 169,460 | $576.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.