MFN Partners Management as of Dec. 31, 2022
Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 16 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 18.6 | $422M | 13M | 33.29 | |
| Lithia Motors (LAD) | 14.0 | $318M | 1.6M | 204.74 | |
| Pennymac Financial Services (PFSI) | 11.3 | $257M | 4.5M | 56.66 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 10.3 | $235M | 5.7M | 41.23 | |
| Rxo Common Stock (RXO) | 9.6 | $218M | 13M | 17.20 | |
| Hca Holdings (HCA) | 8.1 | $185M | 769k | 239.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.9 | $178M | 2.0M | 88.23 | |
| Constellation Energy (CEG) | 7.1 | $160M | 1.9M | 86.21 | |
| Liberty Global SHS CL C | 5.7 | $130M | 6.7M | 19.43 | |
| Bausch Health Companies (BHC) | 1.7 | $38M | 6.0M | 6.28 | |
| PAR Technology Corporation (PAR) | 1.5 | $33M | 1.3M | 26.07 | |
| Ivanhoe Electric (IE) | 1.4 | $31M | 2.6M | 12.15 | |
| Stoneco Com Cl A (STNE) | 1.2 | $28M | 3.0M | 9.44 | |
| Coinbase Global Note 0.500% 6/0 (Principal) | 0.9 | $20M | 36M | 0.57 | |
| Warby Parker Cl A Com (WRBY) | 0.6 | $13M | 954k | 13.49 | |
| Cyclerion Therapeutics | 0.1 | $2.2M | 3.4M | 0.66 |
