13F HOLDINGS REPORT
MFN Partners Management, LP
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000904454-23-000606
Total Value
$2.98B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPO INC | XPO | 12,675,369 | $946.3M | 31.77% |
| 2 | LITHIA MTRS INC | 536797103 | 1,551,077 | $458.1M | 15.38% |
| 3 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 4,531,792 | $301.8M | 10.13% |
| 4 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 197,623 | $272.7M | 9.16% |
| 5 | RXO INC | RXO | 12,675,369 | $250.1M | 8.40% |
| 6 | OCCIDENTAL PETE CORP | 674599162 | 5,690,600 | $246.1M | 8.26% |
| 7 | HCA HEALTHCARE INC | HCA | 769,198 | $189.2M | 6.35% |
| 8 | LIBERTY GLOBAL PLC | LBTYK | 6,706,460 | $124.5M | 4.18% |
| 9 | COINBASE GLOBAL INC | COIN | 136,953,000 | $103.5M | 3.47% |
| 10 | BAUSCH HEALTH COS INC | 071734107 | 6,000,000 | $49.3M | 1.66% |
| 11 | IVANHOE ELECTRIC INC | IE | 2,553,191 | $30.4M | 1.02% |
| 12 | WARBY PARKER INC | WRBY | 462,679 | $6.1M | 0.20% |
| 13 | CYCLERION THERAPEUTICS INC | CYCN | 169,460 | $576,164 | 0.02% |