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	$1.23 Million 52.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services PFSI 1 stocks	$453,677 19.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$336,530 14.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNX 1 stocks	$262,858 11.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare BHC 1 stocks	$38,820 1.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials IE 1 stocks	$14,834 0.64% of portfolio	-	-	-	-	0 Calls 0 Puts

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