$630 Million is the total value of MFN Partners Management, LP's 17 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FOXA | FOX CORP | $86,812,000 | -0.2% | 2,369,331 | 0.0% | 13.78% | -1.8% | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $54,039,000 | -19.1% | 4,939,541 | 0.0% | 8.58% | -20.4% | |
| LNG | CHENIERE ENERGY INC | $51,338,000 | +0.1% | 750,000 | 0.0% | 8.15% | -1.5% | |
| GS | GOLDMAN SACHS GROUP INC | $35,562,000 | +6.6% | 173,811 | 0.0% | 5.64% | +4.9% | |
| PXD | PIONEER NAT RES CO | $30,772,000 | +1.0% | 200,000 | 0.0% | 4.88% | -0.6% | |
| FG | FGL HLDGS | $25,200,000 | +6.7% | 3,000,000 | 0.0% | 4.00% | +5.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $13,895,000 | -13.1% | 785,000 | 0.0% | 2.21% | -14.5% | |
| ACRS | ACLARIS THERAPEUTICS INC | $3,285,000 | -63.4% | 1,500,000 | 0.0% | 0.52% | -64.0% | |
| RVNC | REVANCE THERAPEUTICS INC | $597,000 | -17.7% | 46,000 | 0.0% | 0.10% | -18.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
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 |
|---|---|
| 13F-HR | 2024-05-10 |
| 4 | 2024-05-08 |
| 4 | 2024-05-06 |
| 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 |
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.