MFN Partners Management as of Sept. 30, 2023
Portfolio Holdings for MFN Partners Management
MFN Partners Management holds 13 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 31.8 | $946M | 13M | 74.66 | |
| Lithia Motors (LAD) | 15.4 | $458M | 1.6M | 295.33 | |
| Pennymac Financial Services (PFSI) | 10.1 | $302M | 4.5M | 66.60 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 9.2 | $273M | 198k | 1380.10 | |
| Rxo Common Stock (RXO) | 8.4 | $250M | 13M | 19.73 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 8.3 | $246M | 5.7M | 43.25 | |
| Hca Holdings (HCA) | 6.4 | $189M | 769k | 245.98 | |
| Liberty Global SHS CL C | 4.2 | $125M | 6.7M | 18.56 | |
| Coinbase Global Note 0.500% 6/0 (Principal) | 3.5 | $104M | 137M | 0.76 | |
| Bausch Health Companies (BHC) | 1.7 | $49M | 6.0M | 8.22 | |
| Ivanhoe Electric (IE) | 1.0 | $30M | 2.6M | 11.90 | |
| Warby Parker Cl A Com (WRBY) | 0.2 | $6.1M | 463k | 13.16 | |
| Cyclerion Therapeutics (CYCN) | 0.0 | $576k | 170k | 3.40 |
