MFN Partners Management as of June 30, 2023
Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 14 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 24.3 | $748M | 13M | 59.00 | |
| Lithia Motors (LAD) | 15.3 | $472M | 1.6M | 304.11 | |
| Pennymac Financial Services (PFSI) | 10.3 | $319M | 4.5M | 70.31 | |
| Rxo Common Stock (RXO) | 9.3 | $287M | 13M | 22.67 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 8.3 | $257M | 200k | 1283.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.8 | $242M | 2.0M | 119.70 | |
| Hca Holdings (HCA) | 7.6 | $233M | 769k | 303.48 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 6.9 | $212M | 5.7M | 37.32 | |
| Liberty Global SHS CL C | 3.9 | $119M | 6.7M | 17.77 | |
| Coinbase Global Note 0.500% 6/0 (Principal) | 3.4 | $104M | 137M | 0.76 | |
| Bausch Health Companies (BHC) | 1.6 | $48M | 6.0M | 8.00 | |
| Ivanhoe Electric (IE) | 1.1 | $33M | 2.6M | 13.04 | |
| Warby Parker Cl A Com (WRBY) | 0.2 | $5.4M | 463k | 11.69 | |
| Cyclerion Therapeutics (CYCN) | 0.0 | $697k | 170k | 4.11 |
