$589 Million is the total value of MFN Partners Management, LP's 16 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $202,104,000 | – | 4,200,000 | +100.0% | 34.29% | – |
| AGN | New | ALLERGAN PLC | $86,892,000 | – | 650,101 | +100.0% | 14.74% | – |
| IRWD | New | IRONWOOD PHARMACEUTICALS INC | $51,174,000 | – | 4,939,541 | +100.0% | 8.68% | – |
| XPO | New | XPO LOGISTICS INC | $47,409,000 | – | 831,162 | +100.0% | 8.04% | – |
| LNG | New | CHENIERE ENERGY INC | $44,393,000 | – | 750,000 | +100.0% | 7.53% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $29,035,000 | – | 173,811 | +100.0% | 4.93% | – |
| PXD | New | PIONEER NAT RES CO | $26,304,000 | – | 200,000 | +100.0% | 4.46% | – |
| PCG | New | PG&E CORP | $24,938,000 | – | 1,050,000 | +100.0% | 4.23% | – |
| GTTN | New | GTT COMMUNICATIONS INC | $23,660,000 | – | 1,000,000 | +100.0% | 4.01% | – |
| ZAYO | New | ZAYO GROUP HLDGS INC | $15,573,000 | – | 681,818 | +100.0% | 2.64% | – |
| AIG | New | AMERICAN INTL GROUP INC | $15,370,000 | – | 390,000 | +100.0% | 2.61% | – |
| ACRS | New | ACLARIS THERAPEUTICS INC | $11,085,000 | – | 1,500,000 | +100.0% | 1.88% | – |
| SYF | New | SYNCHRONY FINL | $7,695,000 | – | 328,022 | +100.0% | 1.31% | – |
| FG | New | FGL HLDGS | $2,429,000 | – | 364,662 | +100.0% | 0.41% | – |
| RVNC | New | REVANCE THERAPEUTICS INC | $926,000 | – | 46,000 | +100.0% | 0.16% | – |
| SNECQ | New | SANCHEZ ENERGY CORP | $419,000 | – | 1,550,504 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| XPO LOGISTICS INC | 20 | Q3 2023 | 31.8% |
| LIBERTY GLOBAL PLC- C | 18 | Q3 2023 | 18.6% |
| CYCLERION THERAPEUTICS INC | 16 | Q1 2023 | 2.7% |
| HCA HEALTHCARE INC | 15 | Q3 2023 | 10.9% |
| CHENIERE ENERGY INC | 13 | Q4 2021 | 19.2% |
| OCCIDENTAL PETROLEUM CORP | 13 | Q3 2023 | 10.5% |
| PENNYMAC FINL SVCS INC NEW | 11 | Q3 2023 | 12.2% |
| ALPHABET INC-CL A | 9 | Q2 2023 | 12.9% |
| LITHIA MTRS INC | 8 | Q3 2023 | 16.0% |
| META PLATFORMS INC | 7 | Q4 2021 | 14.1% |
View MFN Partners Management, LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Foley Trasimene Acquisition Corp. | March 15, 2021 | 5,000,000 | 4.8% |
| Cyclerion Therapeutics, Inc. | February 12, 2021 | 2,427,677 | 7.2% |
| Foley Trasimene Acquisition Corp. | February 12, 2021 | 14,000,000 | 13.5% |
| Foley Trasimene Acquisition IISold out | February 12, 2021 | 0 | 0.0% |
| Aclaris Therapeutics, Inc. | July 22, 2020 | 1,895,677 | 4.5% |
View MFN Partners Management, LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-04-26 |
| 4 | 2024-04-24 |
| 4 | 2024-04-19 |
| 4 | 2024-04-17 |
| 13F-HR | 2024-02-13 |
| 4 | 2024-02-12 |
| 4 | 2024-02-06 |
| 4 | 2023-11-24 |
| 4 | 2023-11-20 |
| 4 | 2023-11-15 |
View MFN Partners Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.