$1.22 Billion is the total value of MFN Partners Management, LP's 16 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WPF | New | FOLEY TRASIMENE ACQUISTN COR | $145,040,000 | – | 14,000,000 | +100.0% | 11.86% | – |
BFTU | New | FOLEY TRASIMENE ACQUISITIONunit 99/99/9999 | $102,000,000 | – | 10,000,000 | +100.0% | 8.34% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $58,796,000 | – | 200,000 | +100.0% | 4.81% | – |
WFC | New | WELLS FARGO CO NEW | $56,424,000 | – | 2,400,000 | +100.0% | 4.61% | – |
FB | New | FACEBOOK INCcl a | $51,856,000 | – | 198,000 | +100.0% | 4.24% | – |
GOOG | New | ALPHABET INCcap stk cl c | $44,088,000 | – | 30,000 | +100.0% | 3.60% | – |
WPFWS | New | FOLEY TRASIMENE ACQUISTN COR*w exp 05/26/202 | $10,547,000 | – | 4,666,745 | +100.0% | 0.86% | – |
OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $9,308,000 | – | 3,102,790 | +100.0% | 0.76% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
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 | 2024-05-08 |
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 |
4 | 2023-11-24 |
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.