MFN Partners Management, LP

MFN Partners Management, LP latest Q4_2020 13F filings reported $1,133,881,000 in market value on this 2021-02-12 report date . The portfolio quarterly return is -7.31%. This fund has 14 securities concentrations of 100% weights.

MFN Partners Management, LP largest holding is Cheniere Energy Inc. with weight of 15.10% and $171,197,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-122020-12-31Q4_202013F-HR14$1,133,881,000-7.31%
2020-11-132020-09-30Q3_202013F-HR16$1,223,283,00070.49%
2020-08-132020-06-30Q2_202013F-HR11$717,499,000-5.11%
2020-05-142020-03-31Q1_202013F-HR17$756,117,00055.81%
2020-02-132019-12-31Q4_201913F-HR11$485,272,000-27.45%
2019-11-142019-09-30Q3_201913F-HR14$668,924,0006.19%
2019-08-142019-06-30Q2_201913F-HR17$629,936,00010.08%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
CHENIERE ENERGY INCLNGINCR$171,1970.30%15.10%$60.030.00%2,851,860
FOLEY TRASIMENE ACQUISTN CORWPFINCR$156,5200.08%13.80%$11.180.00%14,000,000
LIBERTY GLOBAL PLCLBTYKINCR$146,7830.15%12.95%$23.650.00%6,206,460
XPO LOGISTICS INCXPOINCR$138,2040.41%12.19%$119.200.00%1,159,426
HCA HEALTHCARE INCHCAINCR$92,9200.32%8.19%$164.460.00%565,000
FIDELITY NATIONAL FINANCIALFNFINCR$74,3730.70%6.56%$39.090.36%1,902,600
WELLS FARGO CO NEWWFCINCR$72,4320.28%6.39%$30.180.00%2,400,000
VIATRIS INC NPVVTRSBUY$70,2750.00%6.20%$18.740.00%3,750,000
FACEBOOK INCFBINCR$54,0860.04%4.77%$273.160.00%198,000
ALPHABET INCGOOGINCR$52,5560.19%4.64%$1751.870.00%30,000
ALIBABA GROUP HOLDINGBABADECR$46,546-0.21%4.11%$232.730.00%200,000
OCCIDENTAL PETE CORPOXY/WSINCR$38,7533.16%3.42%$6.810.83%5,690,600
FOLEY TRASIMENE ACQUISTN CORWPF/WSINCR$11,8070.12%1.04%$2.530.00%4,666,745
CYCLERION THERAPEUTICS INCCYCNDECR$7,429-0.50%0.66%$3.060.00%2,427,677
CORELOGIC INCCLGXSOLD$00.00%-100.00%$0.000.00%0
FOLEY TRASIMENE ACQUISITIONBFT/USOLD$00.00%-100.00%$0.000.00%0
MYLAN NVAERISOLD$00.00%-100.00%$0.000.00%0