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MFN Partners GP, LLC

CIK 1814126 · last filed 2026-02-17

MFN Partners GP, LLC is a corporate insider who has filed 15 SEC Form 4 insider transactions across 6 companies since 2020. The most recent filing shows the insider bought $38.3M of RXO on Feb 17, 2026. Across all open-market trades the lifetime net is +$143.7M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $1.32B 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

$1.32B

Companies

6

Total Filings

15

Lifetime Open-Market Net

$143.69M

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 Management, LLC — 59 joint filings, latest 2026-02-17
MFN Partners Management, LP — 59 joint filings, latest 2026-02-17
MFN Partners, LP — 59 joint filings, latest 2026-02-17
FARHAD NANJI — 31 joint filings, latest 2026-02-17
CNX Resources Corp — 2 joint filings, latest 2025-01-08
XPO Logistics, Inc. — 2 joint filings, latest 2024-05-17
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
RXO 10%+ Owner 28,109,942 $20.26 $569.51M $136.91M 4 2026-02-17
CNX 10%+ Owner 13,925,000 $32.89 $457.99M -$200.53M 1 2025-01-08
Yellow Corp (YELL) Delisted 10%+ Owner 22,067,795 $1.10 $24.27M $71.95M 1 2023-08-01
PFSI Director 4,470,810 $66.36 $296.68M $346.95M 6 2022-02-15
Alight, Inc. / Delaware (WPF.WS) Delisted 10%+ Owner 9,900,000 $2.15 $21.29M -$211.58M 2 2021-02-19
Alight, Inc. / Delaware (WPF.U) Delisted 10%+ Owner 12,000,000 $10.72 $128.64M $0 1 2020-07-10

Recent Filings

15 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
2026-02-17 RXO Buy (P) +3,193,656 $38.32M EDGAR
2025-01-08 CNX Sell (S) −6,450,000 -$200.53M EDGAR
2024-04-17 RXO Buy (P) +246,744 $4.99M EDGAR
2024-02-06 RXO Buy (P) +4,484,544 $90.81M EDGAR
2023-11-24 RXO Buy (P) +139,338 $2.78M EDGAR
2023-08-01 Yellow Corp (YELL) Delisted Buy (P) +55,775,112 $71.95M EDGAR
2022-02-15 PFSI Buy (P) +479,910 $29.22M EDGAR
2021-11-23 PFSI Buy (P) +1,414,360 $91.01M EDGAR
2021-06-24 PFSI Buy (P) +132,640 $8.32M EDGAR
2021-05-26 PFSI Buy (P) +939,350 $58.70M EDGAR
Showing 1–10 of 15
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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.