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|
|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|
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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