MFN Partners Management as of Sept. 30, 2022
Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 17 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 25.6 | $564M | 13M | 44.52 | |
| Lithia Motors (LAD) | 11.7 | $257M | 1.2M | 214.55 | |
| Occidental Petroleum Cor *w Exp 08/03/202 (OXY.WS) | 10.2 | $226M | 5.7M | 39.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.1 | $222M | 2.3M | 95.65 | |
| Hca Holdings (HCA) | 8.9 | $197M | 1.1M | 183.79 | |
| Pennymac Financial Services (PFSI) | 8.8 | $194M | 4.5M | 42.90 | |
| Constellation Energy (CEG) | 7.0 | $155M | 1.9M | 83.19 | |
| Liberty Global SHS CL C | 5.0 | $111M | 6.7M | 16.50 | |
| Cano Health Com Cl A | 2.8 | $61M | 7.1M | 8.67 | |
| PAR Technology Corporation (PAR) | 2.5 | $55M | 1.9M | 29.53 | |
| Bausch Health Companies (BHC) | 1.9 | $41M | 6.0M | 6.89 | |
| StoneCo Com Cl A (STNE) | 1.7 | $38M | 4.0M | 9.53 | |
| Oak Street Health | 1.3 | $29M | 1.2M | 24.52 | |
| Ivanhoe Electric (IE) | 1.0 | $21M | 2.6M | 8.25 | |
| Blend Labs Cl A (BLND) | 0.8 | $19M | 8.4M | 2.21 | |
| Warby Parker Cl A Com (WRBY) | 0.7 | $15M | 1.1M | 13.34 | |
| Cyclerion Therapeutics | 0.1 | $2.9M | 3.4M | 0.86 |
