13F HOLDINGS REPORT
MFN Partners Management, LP
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0000904454-24-000456
Total Value
$2.95B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPO INC | XPO | 11,425,369 | $1.21B | 41.12% |
| 2 | RXO INC | RXO | 17,310,856 | $452.7M | 15.35% |
| 3 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 4,531,792 | $428.7M | 14.54% |
| 4 | HCA HEALTHCARE INC | HCA | 973,898 | $312.9M | 10.61% |
| 5 | OCCIDENTAL PETE CORP | 674599162 | 5,690,600 | $234.2M | 7.94% |
| 6 | LITHIA MTRS INC | 536797103 | 890,000 | $224.7M | 7.62% |
| 7 | BAUSCH HEALTH COS INC | 071734107 | 6,000,000 | $41.8M | 1.42% |
| 8 | IVANHOE ELECTRIC INC | IE | 2,553,191 | $23.9M | 0.81% |
| 9 | FORWARD AIR CORP | FWRD | 903,777 | $17.2M | 0.58% |
| 10 | CYCLERION THERAPEUTICS INC | CYCN | 169,460 | $386,369 | 0.01% |