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buyModerate

MFN Partners, LP bought $6.4M of RXO

owner at RXO, Inc.. 532,276 shares at an average of $12.00, traded Feb 12, 2026, filed Feb 17, 2026.

Conviction score
40
Value
$6.4M
532,276 shares
Holdings after
28,109,942
+2% from before
From 52-week low
+24%
low $10.48, close $12.99
From 52-week high
-41%
high $22.09, as of Feb 12, 2026

Score components

  • Role
    10% owner
    +12
  • Trade size
    $6.4M at market
    +25
  • Relative to holdings
    Holdings up 1.9%
    0
  • Price context
    41% below the 52-week high
    +8
  • Cluster
    No other insider buying within 14 days
    0
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Too few past buys to judge (0 with prices)
    0
  • Outside holder
    A 10% owner who is not an officer or director
    -5

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -8.2%, 3m +42.5%, 6m +52.6%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

RXOOct 12, 2026 · close 28.69
Since filing Feb 17, 2026: +93.5%SPY +14.8% · excess +78.6%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001193125-26-054736, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Feb 12, 2026POpen-market purchase
Common Stock
+532,276$12.00$6.4M28,109,942Feb 17, 2026

Related signals

Other insiders at RXO, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
57Moderate
RXObuy 4
RXO, Inc.
Troy A. Cooper
director
$88k
8,317 shares
+3%
61Notable
RXObuy 4
RXO, Inc.
Adrian Kingshott
director
$101k
9,350 shares
+11%
61Notable
RXObuy 4
RXO, Inc.
Adrian Kingshott
director
$101k
9,350 shares
+11%
41Moderate
RXOsell
RXO, Inc.
Jason S. Kerr
Chief Accounting Officer
$386k
33,343 shares
-43%
71Notable
RXObuy 4
RXO, Inc.
Thomas A Szlosek
director
$251k
20,308 shares
+125%
77Notable
RXObuy 4
RXO, Inc.
Andrew M. Wilkerson
Chief Executive Officer
$149k
11,625 shares
-
48Moderate
RXObuy
RXO, Inc.
Thomas A Szlosek
director
$125k
7,500 shares
+86%
42Moderate
RXObuy
RXO, Inc.
Thomas A Szlosek
director
$125k
8,700 shares
-
25Weak
RXObuy
RXO, Inc.
Michelle Nettles
director
$50k
1,800 shares
+13%
37Weak
RXObuy
RXO, Inc.
MFN Partners, LP
owner
$207M
10,266,810 shares
+59%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

MFN Partners, LP bought $6.4M of RXO | InsiderTell