Get Premium to unlock powerful stock data

MFN Partners Management, LP Buys XPO Logistics Inc, Alight Inc, Fidelity National Financial Inc, Sells Alibaba Group Holding, GXO Logistics Inc, Foley Trasimene Acquisition Corp

Author's Avatar
insider
Nov 13, 2021
Article's Main Image
Investment company MFN Partners Management, LP (Current Portfolio) buys XPO Logistics Inc, Alight Inc, Fidelity National Financial Inc, Meta Platforms Inc, Concord Acquisition Corp, sells Alibaba Group Holding, GXO Logistics Inc, Foley Trasimene Acquisition Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, MFN Partners Management, LP. As of 2021Q3, MFN Partners Management, LP owns 14 stocks with a total value of $2.2 billion. These are the details of the buys and sells.

For the details of MFN Partners Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/mfn+partners+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of MFN Partners Management, LP
  1. Meta Platforms Inc (FB) - 907,800 shares, 14.12% of the total portfolio. Shares added by 38.01%
  2. XPO Logistics Inc (XPO) - 3,575,369 shares, 13.04% of the total portfolio. Shares added by 180.34%
  3. Cheniere Energy Inc (LNG) - 2,851,860 shares, 12.77% of the total portfolio.
  4. PennyMac Financial Services Inc (PFSI) - 3,531,792 shares, 9.90% of the total portfolio.
  5. Alphabet Inc (GOOGL) - 75,000 shares, 9.19% of the total portfolio.
New Purchase: Alight Inc (ALIT)

MFN Partners Management, LP initiated holding in Alight Inc. The purchase prices were between $0 and $13.01, with an estimated average price of $10.42. The stock is now traded at around $11.150000. The impact to a portfolio due to this purchase was 4.98%. The holding were 9,473,145 shares as of 2021-09-30.

New Purchase: Concord Acquisition Corp (CND)

MFN Partners Management, LP initiated holding in Concord Acquisition Corp. The purchase prices were between $9.81 and $10.88, with an estimated average price of $10.27. The stock is now traded at around $12.360000. The impact to a portfolio due to this purchase was 1.29%. The holding were 2,800,000 shares as of 2021-09-30.

Added: XPO Logistics Inc (XPO)

MFN Partners Management, LP added to a holding in XPO Logistics Inc by 180.34%. The purchase prices were between $79.57 and $90.39, with an estimated average price of $84.39. The stock is now traded at around $79.850000. The impact to a portfolio due to this purchase was 8.39%. The holding were 3,575,369 shares as of 2021-09-30.

Added: Fidelity National Financial Inc (FNF)

MFN Partners Management, LP added to a holding in Fidelity National Financial Inc by 105.12%. The purchase prices were between $42.21 and $49.06, with an estimated average price of $46.13. The stock is now traded at around $51.070000. The impact to a portfolio due to this purchase was 4.16%. The holding were 3,902,600 shares as of 2021-09-30.

Added: Meta Platforms Inc (FB)

MFN Partners Management, LP added to a holding in Meta Platforms Inc by 38.01%. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $340.890000. The impact to a portfolio due to this purchase was 3.89%. The holding were 907,800 shares as of 2021-09-30.

Sold Out: Alibaba Group Holding Ltd (BABA)

MFN Partners Management, LP sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: GXO Logistics Inc (GXO)

MFN Partners Management, LP sold out a holding in GXO Logistics Inc. The sale prices were between $54.5 and $87.04, with an estimated average price of $75.92.

Sold Out: Foley Trasimene Acquisition Corp (WPF)

MFN Partners Management, LP sold out a holding in Foley Trasimene Acquisition Corp. The sale prices were between $9.63 and $9.75, with an estimated average price of $9.71.



Here is the complete portfolio of MFN Partners Management, LP. Also check out:

1. MFN Partners Management, LP's Undervalued Stocks
2. MFN Partners Management, LP's Top Growth Companies, and
3. MFN Partners Management, LP's High Yield stocks
4. Stocks that MFN Partners Management, LP keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus