Mfn Partners Management, LP Portfolio Holdings

Mfn Partners Management, LP

  • $3.52 Billion
  • Q3 2024

Mfn Partners Management, LP has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.52 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Xpo Logistics, Inc. with a value of $1.23B, Rxo, Inc. with a value of $772M, Penny Mac Financial Services, Inc. with a value of $516M, Cnx Resources Corp with a value of $489M, and Hca Healthcare, Inc. with a value of $396M.

Examining the 13F form we can see an increase of $803M in the current position value, from $2.71B to 3.52B.

Mfn Partners Management, LP is based out at Boston, MA

Below you can find more details about Mfn Partners Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $3.52 Billion
Industrials: $1.27 Billion
Financial Services: $516 Million
Energy: $489 Million
Healthcare: $445 Million
Basic Materials: $21.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.1B
$1.23 Billion 34.92% of portfolio
11,425,369
Q2 2024 Reduced 9.86%
$0
$772 Million 21.95% of portfolio
27,577,666
Q3 2024 Added 59.31%
$5.31B
$516 Million 14.68% of portfolio
4,531,792
Q1 2022 Added 13.99%
$6.94B
$489 Million 13.89% of portfolio
15,000,000
Q3 2024 New
$98.4B
$396 Million 11.25% of portfolio
973,898
Q4 2023 Added 26.61%
$3.17B
$48.9 Million 1.39% of portfolio
6,000,000
Q3 2022 New
$969M
$45.6 Million 1.3% of portfolio
1,289,358
Q3 2024 Added 42.66%
$933M
$21.6 Million 0.61% of portfolio
2,553,191
Q2 2022 New
-
$0 0.0% of portfolio
-
Q4 2020 Added 83.4%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $3.52 Billion
  • Prior Value $2.71 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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