Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
XPO INC | 12,675,369 | UNCH | $1,110,236 |
XPO | 12,675,369 | UNCH | $1,110,236 |
LITHIA MTRS INC | 1,551,077 | UNCH | $510,739 |
LAD | 1,551,077 | UNCH | $510,739 |
PENNYMAC FINL SVCS INC NEW | 4,531,792 | UNCH | $400,474 |
PFSI | 4,531,792 | UNCH | $400,474 |
RXO INC | 13,008,225 | +332,856 | $302,571 |
RXO | 13,008,225 | +332,856 | $302,571 |
HCA HEALTHCARE INC | 973,898 | +204,700 | $263,615 |
HCA | 973,898 | +204,700 | $263,615 |
OCCIDENTAL PETE CORP | $221,535 | ||
OXY.WT | 5,690,600 | UNCH | $221,535 |
LIBERTY GLOBAL PLC | 6,706,460 | UNCH | $125,008 |
LBTYK | 6,706,460 | UNCH | $125,008 |
FIRST CTZNS BANCSHARES INC N (FCNCA) | 65,294 | -132,329 | $92,650 |
FCNCA | 65,294 | -132,329 | $92,650 |
BAUSCH HEALTH COS INC | 6,000,000 | UNCH | $48,120 |
BHC | 6,000,000 | UNCH | $48,120 |
IVANHOE ELECTRIC INC | 2,553,191 | UNCH | $25,736 |
IE | 2,553,191 | UNCH | $25,736 |
WARBY PARKER INC | 462,679 | UNCH | $6,524 |
WRBY | 462,679 | UNCH | $6,524 |
CYCLERION THERAPEUTICS INC | 169,460 | +0 | $568 |
CYCN | 169,460 | UNCH | $568 |
COINBASE GLOBAL INC | 0 | -136,953,000 | $0 (exited) |
NOTE 0 | 0 | -136,953,000 | $0 |
See Summary: MFN Partners Management LP Top Holdings
See Details: Top 10 Stocks Held By MFN Partners Management LP
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
COIN | -136,953,000 | -$103,482 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
RXO | +332,856 | +$52,486 |
HCA | +204,700 | +$74,408 |
XPO | UNCH | +$163,893 |
LAD | UNCH | +$52,659 |
PFSI | UNCH | +$98,657 |
OXY | UNCH | -$24,583 |
LBTYK | UNCH | +$536 |
BHC | UNCH | -$1,200 |
IE | UNCH | -$4,647 |
WRBY | UNCH | +$435 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
FCNCA | -132,329 | -$180,090 |
CYCN | UNCH | -$8 |
Size ($ in 1000's)
At 12/31/2023: $3,107,776 At 09/30/2023: $2,978,712 MFN Partners Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MFN Partners Management LP 13F filings. Link to 13F filings: SEC filings |