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 $6.4M of RXO on Feb 17, 2026. Across all open-market trades the lifetime net is +$35.5M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $1.60B 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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
PFSI price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
BOSTON, MA 02116
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| RXO | 10%+ Owner | 28,109,942 | $28.40 | $798.32M | $22.82M | 4 | 2026-02-17 |
| CNX | 10%+ Owner | 13,925,000 | $35.93 | $500.33M | -$33.42M | 1 | 2025-01-08 |
| Yellow Corp (YELL) Delisted | 10%+ Owner | 22,067,795 | $1.10 | $24.27M | $11.99M | 1 | 2023-08-01 |
| PFSI | Director | 4,470,810 | $67.55 | $302.00M | $69.39M | 6 | 2022-02-15 |
| Alight, Inc. / Delaware (WPF.WS) Delisted | 10%+ Owner | 9,900,000 | $2.15 | $21.29M | -$35.26M | 2 | 2021-02-19 |
| Alight, Inc. / Delaware (WPF.U) Delisted | 10%+ Owner | 11,275,000 | $10.72 | $120.87M | $0 | 1 | 2020-07-10 |
Recent Filings
15 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-02-17 | RXO | Buy (P) | +532,276 | $6.39M | EDGAR |
| 2025-01-08 | CNX | Sell (S) | −1,075,000 | -$33.42M | EDGAR |
| 2024-04-17 | RXO | Buy (P) | +41,124 | $832.4K | EDGAR |
| 2024-02-06 | RXO | Buy (P) | +747,424 | $15.14M | EDGAR |
| 2023-11-24 | RXO | Buy (P) | +23,223 | $462.8K | EDGAR |
| 2023-08-01 | Yellow Corp (YELL) Delisted | Buy (P) | +9,295,852 | $11.99M | EDGAR |
| 2022-02-15 | PFSI | Buy (P) | +95,982 | $5.84M | EDGAR |
| 2021-11-23 | PFSI | Buy (P) | +282,872 | $18.20M | EDGAR |
| 2021-06-24 | PFSI | Buy (P) | +26,528 | $1.66M | EDGAR |
| 2021-05-26 | PFSI | Buy (P) | +187,870 | $11.74M | EDGAR |
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.