13F HOLDINGS REPORT
MFN Partners Management, LP
Quarter ended Q1 2024 · Filed May 10, 2024 · Accession 0000904454-24-000283
Total Value
$3.52B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPO INC | XPO | 12,675,369 | $1.55B | 43.90% |
| 2 | LITHIA MTRS INC | 536797103 | 1,551,077 | $466.7M | 13.24% |
| 3 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 4,531,792 | $412.8M | 11.72% |
| 4 | RXO INC | RXO | 15,588,555 | $340.9M | 9.68% |
| 5 | HCA HEALTHCARE INC | HCA | 973,898 | $324.8M | 9.22% |
| 6 | OCCIDENTAL PETE CORP | 674599162 | 5,690,600 | $245.3M | 6.96% |
| 7 | LIBERTY GLOBAL LTD | LBTYK | 5,499,107 | $97.0M | 2.75% |
| 8 | BAUSCH HEALTH COS INC | 071734107 | 6,000,000 | $63.7M | 1.81% |
| 9 | IVANHOE ELECTRIC INC | IE | 2,553,191 | $25.0M | 0.71% |
| 10 | CYCLERION THERAPEUTICS INC | CYCN | 169,460 | $542,272 | 0.02% |