MFN Partners Management, LP
BOSTON, MA · CIK 1732811 · 13F filing filed 2023-02-10
SEC-registered investment adviser since 2018 · limited partnership
- Assets managed$12.4bn
- Staff17 · 7 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds1 (1 hedge) · $12.4bn gross assets
- Form ADV · 2026-03-25SEC adviser record
- Legal entityMFN PARTNERS MANAGEMENT, LP (US)
$4.5bn
reported value
+104.6% vs Q3 2022
16positions
94.8%in top 10
2 new
14 added
0 reduced
3 sold out
vs Q3 2022
Holdings, Q4 2022
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| XPO INC XPO | $843.9m18.69% | Added +12.7m |
| LITHIA MTRS INC LAD | $635.1m14.07% | Added +1.9m |
| PENNYMAC FINL SVCS INC NEW PFSI | $513.5m11.38% | Added +4.5m |
| OCCIDENTAL PETE CORP OXY.WS | $469.2m10.39% | Added +5.7m |
| RXO INC RXO | $436.0m9.66% | New |
| HCA HEALTHCARE INC HCA | $369.2m8.18% | Added +469.2k |
| ALPHABET INC GOOGL | $356.3m7.89% | Added +1.7m |
| CONSTELLATION ENERGY CORP CEG | $320.1m7.09% | Added +1.9m |
| LIBERTY GLOBAL PLC LBTYK | $260.6m5.77% | Added +6.7m |
| BAUSCH HEALTH COS INC BHC | $75.4m1.67% | Added +6.0m |
| PAR TECHNOLOGY CORP PAR | $65.9m1.46% | Added +663.0k |
| IVANHOE ELECTRIC INC IE | $62.0m1.37% | Added +2.6m |
| STONECO LTD STNE | $56.6m1.25% | Added +2.0m |
| WARBY PARKER INC WRBY | $25.7m0.57% | Added +808.0k |
| COINBASE GLOBAL INC COIN 0.5 06.01.26 · principal | $20.2m0.45% | New |
| CYCLERION THERAPEUTICS INC COM | $4.4m0.10% | Added +3.4m |
Sold out since Q3 2022
| Security | Value then |
|---|---|
| CANO HEALTH INC | $61.1m7.1m shares |
| OAK STR HEALTH INC | $28.6m1.2m shares |
| BLEND LABS INC BLND | $18.5m8.4m shares |