Skip to content
buyWeak

MFN Partners, LP bought $38M of RXO

owner at RXO, Inc.. 1,832,906 shares at an average of $20.67, traded Feb 8, 2024, filed Feb 12, 2024.

Conviction score
35
Value
$38M
1,832,906 shares
Holdings after
15,588,555
+13% from before
From 52-week low
+21%
low $17.08, close $20.75
From 52-week high
-14%
high $24.13, as of Feb 8, 2024

Score components

  • Role
    10% owner
    +12
  • Trade size
    $37.9M at market
    +25
  • Relative to holdings
    Holdings up 13%
    +3
  • Price context
    Near the top of the 52-week range
    0
  • Cluster
    No other insider buying within 14 days
    0
  • Repeat buying
    5 buys in 90 days
    +5
  • Track record
    Median 6-month excess return -13% over 4 past buys
    -5
  • 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.

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 12, 2024: +37.3%SPY +60.4% · excess -23.1%

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 0000950170-24-013838, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Feb 8, 2024POpen-market purchase
Common Stock
+919,720$21.04$19M14,675,369Feb 12, 2024
Feb 9, 2024POpen-market purchase
Common Stock
+913,186$20.29$19M15,588,555Feb 12, 2024

Related signals

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

ScoreCompanyInsiderValueHoldingsFiled
40Moderate
RXObuy
RXO, Inc.
MFN Partners, LP
owner
$6.4M
532,276 shares
+2%
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%

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 $38M of RXO | InsiderTell