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 1 stocks	$1.44 Million 64.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services PFSI 1 stocks	$451,547 20.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNX 1 stocks	$281,228 12.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare BHC 1 stocks	$39,960 1.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials IE 1 stocks	$23,157 1.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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