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RXO - Rxo, Inc.

Insider Purchase by Mfn Partners, LP (10%)

1 Month
After Trade
Before Trade

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Trade Summary

1 week ago, Mfn Partners, LP, serving as 10% owner at Rxo, Inc. (RXO), purchased 532,276 shares at $12.00 per share, for a total transaction value of $6,387,312.00. Following this transaction, Mfn Partners, LP now holds 28,109,942 shares of RXO.

This purchase represents a 2.00% increase in Mfn Partners, LP's stake in the company. This is considered a medium-conviction trade.

The trade was executed on Thursday, February 12, 2026 and publicly disclosed via SEC Form 4 filing on Tuesday, February 17, 2026, 5 days after the trade was made.

Rxo, Inc. operates in the INDUSTRIALS sector, specifically within the TRUCKING industry. Insider buying activity in this sector can provide valuable signals about industry trends and company-specific developments.

Mfn Partners, LP

10%

MFN Partners, LP is an investment partnership based in Boston that manages a substantial portfolio focused on value and activist investing strategies[[1]](https://hedgefundalpha.com/strategies/mfn-partners-management-portfolio/). Founded in 2016, the firm is led by Michael DeMichele, formerly of Highfields Capital, and Farhad Nanji, formerly of Baupost Capital, combining their extensive sector expertise to identify undervalued opportunities across multiple industries[[1]](https://hedgefundalpha.com/strategies/mfn-partners-management-portfolio/). As of early 2025, MFN Partners, LP maintains an estimated net worth of at least $3.7 billion and holds significant stakes in major companies including XPO Inc, QXO Inc, and CNX Resources Corp[[2]](https://www.gurufocus.com/insider/130486/mfn-partners,-lp). The firm's investment approach emphasizes fundamental analysis examining cash flows, debt levels, and competitive advantages, with a flexible strategy that allows adaptation to market changes[[1]](https://hedgefundalpha.com/strategies/mfn-partners-management-portfolio/). MFN Partners, LP has demonstrated active portfolio management, including a notable increase in its position in RXO Inc as a 10% owner[[8]](https://www.tipranks.com/news/insider-trading/major-investor-makes-bold-move-into-rxo-inc-shares-insider-trading-news?mod=mw_quote_news). The partnership holds ownership interests across multiple public companies and serves in governance roles, including directorship positions at firms like PennyMac Financial Services[[2]](https://www.gurufocus.com/insider/130486/mfn-partners,-lp). With a current portfolio value exceeding $4.7 billion according to recent SEC filings, MFN Partners, LP remains a prominent activist and value-oriented investment firm[[4]](https://fintel.io/i/mfn-partners-management).

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Trade Price

$12.00

Quantity

532,276

Total Value

$6,387,312.00

Shares Owned

28,109,942

Trade Date

Thursday, February 12, 2026

10 days ago

SEC Filing Date

Tuesday, February 17, 2026

Filed 5 days after trade

INDUSTRIALSTRUCKING

About Rxo, Inc.

Company Overview

No company information available
View news mentioning RXO

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