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

Tip: Access up to 7 years of quarterly data

Positions held by MFN Partners Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 alert

MFN Partners Management will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

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