MFN Partners’s StoneCo STNE Stock Holding History

MFN Partners’s Portfolio STNE Stock Details STNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,000,000	Closed	-$28.3M	–	16
2022 Q4	$28.3M	Sell	3,000,000 -1,000,000	-25%	-$10.5M	1.25%	13
2022 Q3	$38.1M	Hold	4,000,000	–	–	1.73%	12
2022 Q2	$30.8M	Hold	4,000,000	–	–	1.39%	12
2022 Q1	$46.8M	Buy	4,000,000 +2,000,000	+100%	+$26.1M	1.62%	11
2021 Q4	$33.7M	Buy	+2,000,000	New	+$50.7M	1.33%	13

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

MFN Partners's STNE Position: Q1 2023 in Review

MFN Partners sold out of StoneCo (STNE) in Q1 2023, closing a stake of 3,000,000 shares — an estimated $28.3M sold.

MFN Partners first reported a position in STNE in Q4 2021 and held it in 5 quarters. The position peaked at $46.8M in Q1 2022. 242 funds tracked by Wall St. Rank hold STNE as of Q1 2023.

MFN Partners reported no remaining StoneCo position as of Q1 2023 after selling out during the quarter.
MFN Partners sold 3,000,000 StoneCo shares in Q1 2023, an estimated $28.3M.
MFN Partners first reported a position in StoneCo in Q4 2021 and held it in 5 quarters.
MFN Partners's StoneCo position peaked at $46.8M in Q1 2022.
242 funds tracked by Wall St. Rank held StoneCo as of Q1 2023.

Based on MFN Partners's 13F filing for Q1 2023, filed 12 May 2023.