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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 $2.64B across reported positions. The firm reports its address in Boston, MA. 59 SEC filings were submitted jointly with Michael DeMichele.

"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.

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Disclosed Exposure

$2.64B

Companies

3

Total Filings

10

Lifetime Open-Market Net

-$474.43M

Filer Profile

Reported Address
222 BERKELEY STREET, 13TH FLOOR
BOSTON, MA 02116
Phone
(617) 443-2040
State of Incorporation
DE
Related Filers
Michael DeMichele — 59 joint filings, latest 2026-02-17
MFN Partners GP, LLC — 59 joint filings, latest 2026-02-17
MFN Partners Management, LLC — 59 joint filings, latest 2026-02-17
MFN Partners Management, LP — 59 joint filings, latest 2026-02-17
FARHAD NANJI — 31 joint filings, latest 2026-02-17
CNX Resources Corp — 6 joint filings, latest 2026-05-13
XPO Logistics, Inc. — 6 joint filings, latest 2026-08-12
LITHIA MOTORS INC — 2 joint filings, latest 2024-11-12
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

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 $174.25 $2.00B -$847.33M 1 2024-05-17
RXO 10%+ Owner 17,310,795 $20.26 $350.72M $31.69M 3 2024-05-08
PFSI Director 4,231,792 $66.36 $280.82M $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.