MFN Partners Management, LP

CIK 1732811 · last filed 2023-11-20

MFN Partners Management, LP is a corporate insider who has filed 4 SEC Form 4 insider transactions across 2 companies since 2021. The most recent filing shows the insider bought $16.5M of RXO on Nov 20, 2023. Across all open-market trades the lifetime net is +$210.4M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $542.6M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Disclosed Exposure

$542.56M

Companies

2

Total Filings

4

Lifetime Open-Market Net

$210.42M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
RXO	10%+ Owner	12,985,002	$25.39	$329.69M	$16.53M	1	2023-11-20
PFSI	Director	2,584,066	$82.38	$212.88M	$193.89M	3	2021-05-24

Recent Filings

4 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2023-11-20	RXO	Buy (P)	+837,798	$16.53M	EDGAR
2021-05-24	PFSI	Buy (P)	+517,930	$31.83M	EDGAR
2021-05-18	PFSI	Buy (P)	+913,990	$55.24M	EDGAR
2021-05-14	PFSI	Buy (P)	+1,846,620	$106.81M	EDGAR

Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.