69 is the total number of securities MFN Partners Management, LP has owned. The longest MFN Partners Management, LP has owned a single stock is 20 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| XPO | XPO LOGISTICS INC | 20 | 20 | 7.33% | 14.84% | 31.77% | Q4 2018 | Q3 2023 | 20 |
| LBTYK | LIBERTY GLOBAL PLC- C | 18 | 18 | 2.64% | 9.00% | 18.61% | Q2 2019 | Q3 2023 | 18 |
| CYCN | CYCLERION THERAPEUTICS... | 16 | 16 | 0.07% | 0.84% | 2.70% | Q2 2019 | Q1 2023 | 16 |
| HCA | HCA HEALTHCARE INC | 15 | 15 | 5.76% | 7.77% | 10.95% | Q1 2020 | Q3 2023 | 15 |
| LNG | CHENIERE ENERGY INC | 13 | 13 | 6.44% | 11.99% | 19.21% | Q4 2018 | Q4 2021 | 13 |
| OXYWS | OCCIDENTAL PETROLEUM CORP | 13 | 13 | 0.76% | 6.32% | 10.54% | Q3 2020 | Q3 2023 | 13 |
| PFSI | PENNYMAC FINL SVCS INC... | 11 | 11 | 7.49% | 10.02% | 12.21% | Q1 2021 | Q3 2023 | 11 |
| GOOGL | ALPHABET INC-CL A | 9 | 9 | 7.85% | 9.83% | 12.90% | Q2 2021 | Q2 2023 | 9 |
| LAD | LITHIA MTRS INC | 8 | 8 | 6.13% | 12.13% | 16.05% | Q4 2021 | Q3 2023 | 8 |
| FB | META PLATFORMS INC | 6 | 1 | 4.24% | 10.48% | 14.12% | Q1 2020 | Q4 2021 | 7 |
| FNF | FIDELITY NATIONAL FINA... | 7 | 7 | 3.58% | 6.06% | 8.11% | Q2 2020 | Q4 2021 | 7 |
| ACRS | ACLARIS THERAPEUTICS INC | 7 | 7 | 0.24% | 0.99% | 1.88% | Q4 2018 | Q2 2020 | 7 |
| WARBY PARKER INC-CLASS A | 7 | 7 | 0.18% | 0.43% | 0.66% | Q1 2022 | Q3 2023 | 7 | |
| IRWD | IRONWOOD PHARMACEUTICA... | 6 | 6 | 4.50% | 9.74% | 17.66% | Q4 2018 | Q1 2020 | 6 |
| PXD | PIONEER NAT RES CO | 6 | 6 | 2.88% | 5.05% | 8.22% | Q4 2018 | Q1 2020 | 6 |
| GTTN | GTT COMMUNICATIONS INC | 6 | 6 | 0.88% | 3.01% | 5.60% | Q4 2018 | Q1 2020 | 6 |
| PAR | PAR TECHNOLOGY CORP/DEL | 6 | 6 | 0.21% | 1.63% | 3.16% | Q4 2021 | Q1 2023 | 6 |
| IVANHOE ELECTRIC INC / US | 6 | 6 | 0.96% | 1.14% | 1.40% | Q2 2022 | Q3 2023 | 6 | |
| FOXA | FOX CORP | 5 | 5 | 6.91% | 12.80% | 18.10% | Q1 2019 | Q1 2020 | 5 |
| PCG | PG&E CORP | 5 | 5 | 4.19% | 7.61% | 11.48% | Q4 2018 | Q4 2019 | 5 |
| CCJ | CAMECO CORP | 5 | 5 | 0.55% | 5.53% | 7.78% | Q1 2021 | Q1 2022 | 5 |
| BHC | BAUSCH HEALTH COS INC | 5 | 5 | 1.56% | 1.79% | 2.20% | Q3 2022 | Q3 2023 | 5 |
| STNE | STONECO LTD-A | 5 | 5 | 1.26% | 1.46% | 1.73% | Q4 2021 | Q4 2022 | 5 |
| EOLS | EVOLUS INC | 5 | 5 | 0.28% | 0.54% | 1.05% | Q2 2019 | Q2 2020 | 5 |
| AGN | ALLERGAN PLC | 4 | 4 | 14.74% | 22.31% | 35.22% | Q4 2018 | Q3 2019 | 4 |
| RXO INC | 4 | 4 | 8.40% | 9.66% | 11.25% | Q4 2022 | Q3 2023 | 4 | |
| WPF | FOLEY TRASIMENE ACQUIS... | 4 | 4 | 2.36% | 7.86% | 13.80% | Q3 2020 | Q2 2021 | 4 |
| BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 4.10% | 5.74% | 7.31% | Q3 2020 | Q2 2021 | 4 |
| FG | FGL HLDGS | 4 | 4 | 0.41% | 2.92% | 4.00% | Q4 2018 | Q3 2019 | 4 |
| COINBASE GLOBAL INC | 4 | 4 | 0.45% | 2.13% | 3.47% | Q4 2022 | Q3 2023 | 4 | |
| WPFWS | FOLEY TRASIMENE ACQUIS... | 4 | 4 | 0.52% | 0.74% | 1.04% | Q3 2020 | Q2 2021 | 4 |
| RVNC | REVANCE THERAPEUTICS INC | 4 | 4 | 0.09% | 0.11% | 0.16% | Q4 2018 | Q3 2019 | 4 |
| GOOG | ALPHABET INC | 2 | 1 | 3.60% | 6.60% | 11.57% | Q1 2020 | Q4 2020 | 3 |
| GS | GOLDMAN SACHS GROUP INC | 3 | 3 | 4.93% | 5.32% | 5.64% | Q4 2018 | Q2 2019 | 3 |
| CONSTELLATION ENERGY CORP | 3 | 3 | 0.80% | 4.96% | 7.09% | Q3 2022 | Q1 2023 | 3 | |
| OSH | OAK STR HEALTH INC | 3 | 3 | 0.60% | 1.21% | 1.74% | Q1 2022 | Q3 2022 | 3 |
| BLEND LABS INC-A | 3 | 3 | 0.84% | 0.91% | 0.99% | Q1 2022 | Q3 2022 | 3 | |
| CLGX | CORELOGIC INC | 2 | 2 | 11.24% | 13.92% | 16.60% | Q2 2020 | Q3 2020 | 2 |
| FCNCA | FIRST CTZNS BANCSHARES... | 2 | 2 | 8.33% | 8.74% | 9.16% | Q2 2023 | Q3 2023 | 2 |
| MSFT | MICROSOFT CORP | 2 | 2 | 5.37% | 6.69% | 8.01% | Q1 2022 | Q2 2022 | 2 |
| WFC | WELLS FARGO CO NEW | 2 | 2 | 4.61% | 5.50% | 6.39% | Q3 2020 | Q4 2020 | 2 |
| AMZN | AMAZON.COM INC | 2 | 2 | 3.84% | 5.48% | 7.12% | Q1 2022 | Q2 2022 | 2 |
| MYL | MYLAN NV | 2 | 2 | 4.55% | 5.35% | 6.16% | Q2 2020 | Q3 2020 | 2 |
| VTRS | VIATRIS INC | 2 | 2 | 2.44% | 4.32% | 6.20% | Q4 2020 | Q1 2021 | 2 |
| TAK | TAKEDA PHARMACEUTICAL ... | 2 | 2 | 2.21% | 2.39% | 2.58% | Q1 2019 | Q2 2019 | 2 |
| NAVI | NAVIENT CORPORATION | 2 | 2 | 0.53% | 0.87% | 1.21% | Q1 2019 | Q2 2019 | 2 |
| CYCLERION THERAPEUTICS... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 | |
| FOXA | TWENTY FIRST CENTY FOX... | 1 | 1 | 34.29% | 34.29% | 34.29% | Q4 2018 | Q4 2018 | 1 |
| WPFU | FOLEY TRASIMENE ACQUIS... | 1 | 1 | 14.87% | 14.87% | 14.87% | Q2 2020 | Q2 2020 | 1 |
| OXY | OCCIDENTAL PETE CORP | 1 | 1 | 12.46% | 12.46% | 12.46% | Q4 2021 | Q4 2021 | 1 |
| BFTU | FOLEY TRASIMENE ACQUIS... | 1 | 1 | 8.34% | 8.34% | 8.34% | Q3 2020 | Q3 2020 | 1 |
| BMY | BRISTOL MYERS SQUIBB CO | 1 | 1 | 7.70% | 7.70% | 7.70% | Q1 2019 | Q1 2019 | 1 |
| NFLX | NETFLIX INC | 1 | 1 | 5.76% | 5.76% | 5.76% | Q1 2022 | Q1 2022 | 1 |
| ALIT | ALIGHT INC | 1 | 1 | 4.98% | 4.98% | 4.98% | Q3 2021 | Q3 2021 | 1 |
| MPC | MARATHON PETE CORP | 1 | 1 | 3.12% | 3.12% | 3.12% | Q1 2020 | Q1 2020 | 1 |
| BKNG | BOOKING HLDGS INC | 1 | 1 | 2.85% | 2.85% | 2.85% | Q1 2020 | Q1 2020 | 1 |
| CANO | Cano Health Inc | 1 | 1 | 2.77% | 2.77% | 2.77% | Q3 2022 | Q3 2022 | 1 |
| ZAYO | ZAYO GROUP HLDGS INC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2018 | Q4 2018 | 1 |
| AIG | AMERICAN INTL GROUP INC | 1 | 1 | 2.61% | 2.61% | 2.61% | Q4 2018 | Q4 2018 | 1 |
| MSTR | MICROSTRATEGY INC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q1 2021 | Q1 2021 | 1 |
| SYF | SYNCHRONY FINL | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2018 | Q4 2018 | 1 |
| CND | CONCORD ACQUISITION CORP | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2021 | Q3 2021 | 1 |
| LTCH | LATCH INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2022 | Q1 2022 | 1 |
| ALITWS | ALIGHT INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2021 | Q3 2021 | 1 |
| CVNA | CARVANA CO | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
| CPNG | COUPANG INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2022 | Q1 2022 | 1 |
| CRESY | CRESUD S A C I F Y A | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
| IRS | IRSA INVERSIONES Y REP... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
| SNECQ | SANCHEZ ENERGY CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Download | |||||||||
The securities at the top of the list , including XPO LOGISTICS INC, LIBERTY GLOBAL PLC- C, and CYCLERION THERAPEUTICS INC, are the highest-conviction holdings of MFN Partners Management, LP.
The conviction is calculated by counting the number of quarters a security has been reported by MFN Partners Management, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that MFN Partners Management, LP owns currently or has owned in the past.