MFN Partners Management
Latest statistics and disclosures from MFN Partners Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LNG, FB, LBTYK, XPO, HCA, and represent 58.58% of MFN Partners Management's stock portfolio.
- Added to shares of these 5 stocks: FB (+$118M), PFSI (+$101M), CCJ (+$101M), BABA (+$45M), MSTR (+$28M).
- Started 3 new stock positions in MSTR, CCJ, PFSI.
- Reduced shares in these 5 stocks: WPF (-$95M), WFC (-$72M), GOOG (-$53M), VTRS (-$20M), WPF.WS.
- Sold out of its positions in GOOG, WFC.
- MFN Partners Management was a net buyer of stock by $153M.
- MFN Partners Management has $1.3B in assets under management (AUM), dropping by 18.85%.
- Central Index Key (CIK): 0001732811
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Portfolio Holdings for MFN Partners Management
Companies in the MFN Partners Management portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cheniere Energy Com New (LNG) | 15.2 | $205M | 2.9M | 72.01 | ||
| Facebook Cl A (FB) | 13.1 | $176M | +202% | 598k | 294.53 | |
| Liberty Global SHS CL C (LBTYK) | 11.8 | $159M | 6.2M | 25.54 | ||
| Xpo Logistics Inc equity (XPO) | 10.6 | $143M | 1.2M | 123.30 | ||
| Hca Holdings (HCA) | 7.9 | $106M | 565k | 188.34 | ||
| Pennymac Financial Services (PFSI) | 7.5 | $101M | NEW | 1.5M | 66.87 | |
| Cameco Corporation (CCJ) | 7.5 | $101M | NEW | 6.0M | 16.61 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.7 | $91M | +100% | 400k | 226.73 | |
| Fidelity National Financial Fnf Group Com (FNF) | 5.7 | $77M | 1.9M | 40.66 | ||
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 5.0 | $68M | 5.7M | 11.91 | ||
| Foley Trasimene Acquistn Cor Com Cl A (WPF) | 3.4 | $46M | -67% | 4.6M | 10.04 | |
| Viatris (VTRS) | 2.4 | $33M | -37% | 2.3M | 13.97 | |
| Microstrategy Cl A New Put Option (MSTR) | 2.1 | $28M | NEW | 41k | 678.81 | |
| Foley Trasimene Acquistn Cor *w Exp 05/26/202 (WPF.WS) | 0.5 | $7.4M | 4.6M | 1.60 | ||
Setup an alertMFN Partners Management will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
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| Cyclerion Therapeutics (CYCN) | 0.5 | $6.8M | 2.4M | 2.79 | ||
Past Filings by MFN Partners Management
SEC 13F filings are viewable for MFN Partners Management going back to 2018
- MFN Partners Management 2021 Q1 filed May 17, 2021
- MFN Partners Management 2020 Q4 filed Feb. 12, 2021
- MFN Partners Management 2020 Q3 filed Nov. 13, 2020
- MFN Partners Management 2020 Q2 filed Aug. 13, 2020
- MFN Partners Management 2020 Q1 filed May 14, 2020
- MFN Partners Management 2019 Q4 filed Feb. 13, 2020
- MFN Partners Management 2019 Q3 filed Nov. 14, 2019
- MFN Partners Management 2019 Q2 filed Aug. 14, 2019
- MFN Partners Management 2019 Q1 filed May 14, 2019
- MFN Partners Management 2018 Q4 filed Feb. 14, 2019