MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 12
- −1 vs. Q3 2023
- Portfolio value
- $3.11B
- +$129.1M (+4.3%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 12,675,369 | $1.11B | 35.7% | 00.0% | Unchanged | History |
| LADLithia Motors Inc | COM | 1,551,077 | $510.7M | 16.4% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $400.5M | 12.9% | 00.0% | Unchanged | History |
| RXORXO, Inc. | COMMON STOCK | 13,008,225 | $302.6M | 9.7% | +332,856+2.6% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 973,898 | $263.6M | 8.5% | +204,700+26.6% | Added | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $221.5M | 7.1% | 00.0% | Unchanged | – |
| LBTYKLiberty Global Ltd. | COM CL C | 6,706,460 | $125.0M | 4.0% | 00.0% | Unchanged | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 65,294 | $92.7M | 3.0% | −132,329−67.0% | Reduced | History |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $48.1M | 1.5% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $25.7M | 0.8% | 00.0% | Unchanged | History |
| WRBYWarby Parker Inc. | CL A COM | 462,679 | $6.52M | 0.2% | 00.0% | Unchanged | History |
| KRSAKorsana Biosciences, Inc. | Stock | 169,460 | $567.7K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| Coinbase Global, Inc.19260QAB3 | NOTE 0.500% 6/0 | – | $103.5M | 3.5% | – |