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Disclosery

MFN Partners Management, LP: RXO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MFN Partners Management, LP on RXO, newest first. How the timeline and the estimate are built.

MFN Partners Management, LP held 28,109,942 RXO shares at 2026-06-30 per its 13F-HR filed 2026-08-12, and reported 32,687,269 shares, 19.3%, in a 13D filed 2026-10-05.

Estimated current stake: 32,687,269 shares, 19.3% of the class

Estimated from 13D of 2026-10-05. As of 2026-10-04, 13D 0001193125-26-414547.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-10-04
    13D 32,687,269 shares
    Share basis changed not comparable

    19.3% of the class. Different basis (group aggregate from 13D).

    13D 0001193125-26-414547 filed by MFN Partners, LP
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 28,109,942 shares
    Change vs previous 13F 0 shares

    16.04% of the 13F portfolio, value $775,553,300.

    13F-HR 0000904454-26-000440 filed by MFN Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 28,109,942 shares
    Change vs previous 13F +532,276 shares

    8.61% of the 13F portfolio, value $410,967,352.

    13F-HR 0000904454-26-000287 filed by MFN Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F/A 27,577,666 shares
    Change vs previous 13F 0 shares

    7.37% of the 13F portfolio, value $348,581,698.

    13F-HR 0000904454-26-000091 filed by MFN Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 27,577,666 shares
    Change vs previous 13F 0 shares

    8.57% of the 13F portfolio, value $424,144,503.

    13F-HR 0000904454-25-000585 filed by MFN Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 27,577,666 shares
    Change vs previous 13F 0 shares

    9.28% of the 13F portfolio, value $433,520,910.

    13F-HR 0000904454-25-000404 filed by MFN Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 27,577,666 shares
    Change vs previous 13F 0 shares

    12.38% of the 13F portfolio, value $526,733,421.

    13F-HR 0000904454-25-000244 filed by MFN Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 27,577,666 shares
    Change vs previous 13F 0 shares

    12.95% of the 13F portfolio, value $657,451,557.

    13F-HR 0000904454-25-000115 filed by MFN Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  9. period ended2024-09-30
    13F 27,577,666 shares
    Change vs previous 13F not available

    15.22% of the 13F portfolio, value $772,174,648.

    13F-HR 0000904454-24-000602 filed by MFN Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).