MFN Partners Management as of March 31, 2023
Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 15 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 18.3 | $404M | 13M | 31.90 | |
| Lithia Motors (LAD) | 16.0 | $355M | 1.6M | 228.93 | |
| Pennymac Financial Services (PFSI) | 12.2 | $270M | 4.5M | 59.61 | |
| Rxo Common Stock (RXO) | 11.3 | $249M | 13M | 19.64 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 10.5 | $233M | 5.7M | 41.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.5 | $209M | 2.0M | 103.73 | |
| Hca Holdings (HCA) | 9.2 | $203M | 769k | 263.68 | |
| Liberty Global SHS CL C | 6.2 | $137M | 6.7M | 20.38 | |
| Bausch Health Companies (BHC) | 2.2 | $49M | 6.0M | 8.10 | |
| Ivanhoe Electric (IE) | 1.4 | $31M | 2.6M | 12.15 | |
| Coinbase Global Note 0.500% 6/0 (Principal) | 1.3 | $28M | 43M | 0.64 | |
| PAR Technology Corporation (PAR) | 0.9 | $20M | 600k | 33.96 | |
| Constellation Energy (CEG) | 0.8 | $18M | 225k | 78.50 | |
| Warby Parker Cl A Com (WRBY) | 0.2 | $4.9M | 463k | 10.59 | |
| Cyclerion Therapeutics | 0.1 | $1.5M | 3.4M | 0.43 |
