MFN Partners, LP

CIK 1732960 · last filed 2024-05-17

MFN Partners, LP is a corporate insider who has filed 10 SEC Form 4 insider transactions across 3 companies since 2021. The most recent filing shows the insider sold $847.3M of XPO on May 17, 2024. Across all open-market trades the lifetime net is −$474.4M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $3.08B 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

$3.08B

Companies

3

Total Filings

10

Lifetime Open-Market Net

-$474.43M

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
XPO	10%+ Owner	11,504,131	$199.50	$2.30B	-$847.33M	1	2024-05-17
RXO	10%+ Owner	17,310,795	$25.39	$439.52M	$31.69M	3	2024-05-08
PFSI	Director	4,231,792	$82.38	$348.62M	$341.21M	6	2022-02-09

Recent Filings

10 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
2024-05-17	XPO	Sell (S)	−7,500,000	-$847.33M	EDGAR
2024-05-08	RXO	Buy (P)	+2,166	$44.2K	EDGAR
2024-04-24	RXO	Buy (P)	+600,000	$11.89M	EDGAR
2023-11-15	RXO	Buy (P)	+1,020,000	$19.76M	EDGAR
2022-02-09	PFSI	Buy (P)	+1,281,370	$76.14M	EDGAR
2021-06-17	PFSI	Buy (P)	+969,575	$60.07M	EDGAR
2021-05-20	PFSI	Buy (P)	+604,800	$36.82M	EDGAR
2021-03-29	PFSI	Buy (P)	+990,200	$63.30M	EDGAR
2021-03-16	PFSI	Buy (P)	+485,495	$31.70M	EDGAR
2021-03-09	PFSI	Buy (P)	+1,208,385	$73.19M	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.