Vault-13

MFN Partners Management, LP

BOSTON, MA · CIK 1732811 · 13F filing filed 2022-11-10

SEC-registered investment adviser since 2018 · limited partnership

$2.2bn reported value
17positions
92.5%in top 10
—no comparable previous quarter

Holdings, Q3 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 XPO INC COM XPO XPO 12,675,369 $564.3m25.57% 25.57% —
2 LITHIA MTRS INC COM LAD LAD 1,199,914 $257.4m11.67% 11.67% —
3 OCCIDENTAL PETE CORP *W EXP 08/03/202 OXY.WS OXY.WS 5,690,600 $225.5m10.22% 10.22% —
4 ALPHABET INC CAP STK CL A GOOGL GOOGL 2,319,183 $221.8m10.05% 10.05% —
5 HCA HEALTHCARE INC COM HCA HCA 1,069,198 $196.5m8.91% 8.91% —
6 PENNYMAC FINL SVCS INC NEW COM PFSI PFSI 4,531,792 $194.4m8.81% 8.81% —
7 CONSTELLATION ENERGY CORP COM CEG CEG 1,856,700 $154.5m7.00% 7.00% —
8 LIBERTY GLOBAL PLC SHS CL C LBTYK LBTYK 6,706,460 $110.7m5.02% 5.02% —
9 CANO HEALTH INC COM CL A COM CL A 7,052,969 $61.1m2.77% 2.77% —
10 PAR TECHNOLOGY CORP COM PAR PAR 1,862,957 $55.0m2.49% 2.49% —
11 BAUSCH HEALTH COS INC COM BHC BHC 6,000,000 $41.3m1.87% 1.87% —
12 STONECO LTD COM CL A STNE STNE 4,000,000 $38.1m1.73% 1.73% —
13 OAK STR HEALTH INC COM COM 1,167,664 $28.6m1.30% 1.30% —
14 IVANHOE ELECTRIC INC COM IE IE 2,553,191 $21.1m0.95% 0.95% —
15 BLEND LABS INC CL A BLND BLND 8,369,982 $18.5m0.84% 0.84% —
16 WARBY PARKER INC CL A COM WRBY WRBY 1,100,000 $14.7m0.67% 0.67% —
17 CYCLERION THERAPEUTICS INC COM COM 3,389,215 $2.9m0.13% 0.13% —