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Latest MFN Partners Management, LP Stock Portfolio

$3.11Billion

Equity Portfolio Value
Last Reported on: 13 Feb, 2024

About MFN Partners Management, LP and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MFN Partners Management, LP reported an equity portfolio of $3.1 Billions as of 31 Dec, 2023.

The top stock holdings of MFN Partners Management, LP are XPO, LAD, PFSI. The fund has invested 35.7% of it's portfolio in XPO INC and 16.4% of portfolio in LITHIA MTRS INC.

The fund managers got completely rid off LIBERTY GLOBAL PLC (LBTYA) stocks. They significantly reduced their stock positions in FIRST CTZNS BANCSHARES INC N (FCNCA). MFN Partners Management, LP opened new stock positions in LIBERTY GLOBAL PLC (LBTYA). The fund showed a lot of confidence in some stocks as they added substantially to HCA HEALTHCARE INC (HCA) and RXO INC.

New Buys

Ticker$ Bought
LIBERTY GLOBAL PLC125,008,000

New stocks bought by MFN Partners Management, LP

Additions

Ticker% Inc.
HCA HEALTHCARE INC26.61
RXO INC2.63

Additions to existing portfolio by MFN Partners Management, LP

Reductions

Ticker% Reduced
FIRST CTZNS BANCSHARES INC N-66.96

MFN Partners Management, LP reduced stake in above stock

Sold off

Ticker$ Sold
COINBASE GLOBAL INC-103,482,000
LIBERTY GLOBAL PLC-124,472,000

MFN Partners Management, LP got rid off the above stocks

Current Stock Holdings of MFN Partners Management, LP

Last Reported on: 13 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
BHCBAUSCH HEALTH COS INC1.556,000,00048,120,000UNCHANGED0.00
COINCOINBASE GLOBAL INC0.000.000.00SOLD OFF-100
CYCNCYCLERION THERAPEUTICS INC0.02169,460567,691UNCHANGED0.00
FCNCAFIRST CTZNS BANCSHARES INC N2.9865,29492,650,200REDUCED-66.96
HCAHCA HEALTHCARE INC8.48973,898263,615,000ADDED26.61
IEIVANHOE ELECTRIC INC0.832,553,19025,736,200UNCHANGED0.00
LADLITHIA MTRS INC16.431,551,080510,739,000UNCHANGED0.00
LBTYALIBERTY GLOBAL PLC4.026,706,460125,008,000NEW
LBTYALIBERTY GLOBAL PLC0.000.000.00SOLD OFF-100
OXYOCCIDENTAL PETE CORP7.135,690,600221,535,000UNCHANGED0.00
PFSIPENNYMAC FINL SVCS INC NEW12.894,531,790400,474,000UNCHANGED0.00
WRBYWARBY PARKER INC0.21462,6796,523,770UNCHANGED0.00
XPOXPO INC35.7212,675,4001,110,240,000UNCHANGED0.00
RXO INC9.7413,008,200302,571,000ADDED2.63