MFN Partners Management as of March 31, 2022
Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 20 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 18.2 | $524M | 7.2M | 72.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.9 | $372M | 134k | 2781.35 | |
| Hca Holdings (HCA) | 10.9 | $316M | 1.3M | 250.62 | |
| Pennymac Financial Services (PFSI) | 8.3 | $241M | 4.5M | 53.20 | |
| Microsoft Corporation (MSFT) | 8.0 | $231M | 750k | 308.31 | |
| Lithia Motors (LAD) | 7.8 | $225M | 751k | 300.12 | |
| Amazon (AMZN) | 7.1 | $206M | 63k | 3259.95 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 6.9 | $201M | 5.7M | 35.23 | |
| Liberty Global SHS CL C | 6.0 | $174M | 6.7M | 25.91 | |
| Netflix (NFLX) | 5.8 | $166M | 444k | 374.59 | |
| Stoneco Com Cl A (STNE) | 1.6 | $47M | 4.0M | 11.70 | |
| PAR Technology Corporation (PAR) | 1.5 | $44M | 1.1M | 40.34 | |
| Blend Labs Cl A (BLND) | 1.0 | $29M | 5.0M | 5.70 | |
| Latch (LTCH) | 0.9 | $26M | 6.0M | 4.27 | |
| Warby Parker Cl A Com (WRBY) | 0.6 | $18M | 531k | 33.81 | |
| Oak Street Health | 0.6 | $18M | 650k | 26.88 | |
| Carvana Cl A (CVNA) | 0.6 | $16M | 136k | 119.29 | |
| Cameco Corporation (CCJ) | 0.6 | $16M | 549k | 29.10 | |
| Coupang Cl A (CPNG) | 0.5 | $15M | 833k | 17.68 | |
| Cyclerion Therapeutics | 0.1 | $3.8M | 3.4M | 1.11 |
