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 $1.62B 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.
$1.62B
6
15
$143.69M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| RXO | 10%+ Owner | 28,109,942 | $28.35 | $796.92M | $136.91M | 4 | 2026-02-17 |
| CNX | 10%+ Owner | 13,925,000 | $33.15 | $461.61M | -$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 | $81.66 | $365.09M | $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| 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 |