MFN Partners Management as of June 30, 2022
Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 16 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 24.2 | $536M | 11M | 48.16 | |
| Alphabet Inc-cl A Cap Stk Cl A (GOOGL) | 12.8 | $282M | 130k | 2179.26 | |
| Lithia Motors (LAD) | 10.6 | $234M | 851k | 274.81 | |
| Occidental Petroleum Corp *w Exp 08/03/202 (OXY.WS) | 9.5 | $210M | 5.7M | 36.97 | |
| Hca Holdings (HCA) | 9.2 | $203M | 1.2M | 168.06 | |
| Pennymac Financial Services (PFSI) | 9.0 | $198M | 4.5M | 43.71 | |
| Liberty Global Plc- C SHS CL C | 6.7 | $148M | 6.7M | 22.09 | |
| Microsoft Corporation (MSFT) | 5.4 | $119M | 462k | 256.83 | |
| Amazon (AMZN) | 3.8 | $85M | 800k | 106.21 | |
| PAR Technology Corporation (PAR) | 3.2 | $70M | 1.9M | 37.49 | |
| Oak Street Health | 1.7 | $38M | 2.3M | 16.44 | |
| Stoneco Ltd-a Com Cl A (STNE) | 1.4 | $31M | 4.0M | 7.70 | |
| Ivanhoe Electric (IE) | 1.0 | $22M | 2.6M | 8.70 | |
| Blend Labs Inc-a Cl A (BLND) | 0.9 | $20M | 8.4M | 2.36 | |
| Warby Parker Inc-class A Cl A Com (WRBY) | 0.6 | $12M | 1.1M | 11.26 | |
| Cyclerion Therapeutics | 0.1 | $1.9M | 3.4M | 0.55 |
