Mfn Partners Management, LP Portfolio Holdings by Sector

Mfn Partners Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Integrated Freight & Logistics \| Industrials XPO FWRD 2 stocks	$1.27 Million 46.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services PFSI 1 stocks	$516,488 18.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNX 1 stocks	$488,550 17.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$395,821 14.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare BHC 1 stocks	$48,900 1.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials IE 1 stocks	$21,599 0.79% of portfolio	-	-	-	-	0 Calls 0 Puts

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