MFN Partners Management, LP
- SEC CIK
- 0001732811
- Latest filing
- Aug 12, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 10, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 10
- −2 vs. Q4 2023
- Portfolio value
- $3.52B
- +$415.7M (+13.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 12,675,369 | $1.55B | 43.9% | 00.0% | Unchanged | History |
| LADLithia Motors Inc | COM | 1,551,077 | $466.7M | 13.2% | 00.0% | Unchanged | History |
| PFSIPennyMac Financial Services, Inc. | COM | 4,531,792 | $412.8M | 11.7% | 00.0% | Unchanged | History |
| RXORXO, Inc. | COMMON STOCK | 15,588,555 | $340.9M | 9.7% | +2,580,330+19.8% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 973,898 | $324.8M | 9.2% | 00.0% | Unchanged | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 5,690,600 | $245.3M | 7.0% | 00.0% | Unchanged | – |
| LBTYKLiberty Global Ltd. | COM CL C | 5,499,107 | $97.0M | 2.8% | −1,207,353−18.0% | Reduced | History |
| BHCBausch Health Companies Inc. | Stock | 6,000,000 | $63.7M | 1.8% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 2,553,191 | $25.0M | 0.7% | 00.0% | Unchanged | History |
| KRSAKorsana Biosciences, Inc. | Stock | 169,460 | $542.3K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (2)
Positions held at the end of Q4 2023 that are gone from this filing.