Mfn Partners Management, LP

CIK 0001732811

Director10% Owner

Filings

Latest Feb 17, 2026

Issuers covered

Showing

24 of 24

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Track record

43 of 43 open-market trades scored (100% price coverage). Returns are signed: a +10% move on a sale shows as -10% (insider was wrong).

Horizon	Trades	Win rate	Avg	Median	Best	Worst
30 days	43	65%	+16.4%	+3.6%	+256.2%	-14.0%
90 days	43	65%	+16.5%	+7.0%	+103.9%	-26.2%
180 days	42	69%	+53.2%	+15.9%	+628.1%	-36.1%
365 days	42	50%	+48.4%	+2.4%	+858.8%	-46.2%

Companies where Mfn Partners Management, LP has filed

Ticker	Issuer	Filings	Last filed
RXO	Rxo, Inc.	15	Feb 17, 2026
PFSI	Pennymac Financial Services, Inc.	3	Feb 15, 2022
SSNT	Silversun Technologies, Inc.	2	Nov 8, 2024
YELLQ	Yellow Corp	2	Aug 1, 2023
CNX	Cnx Resources Corp	1	Jan 8, 2025
XPO	Xpo, Inc.	1	May 17, 2024

24 Form 4 / 4-A filings, newest first

Filed	Issuer	Top transaction	Shares	Price	Value
Feb 17, 2026	RXORxo, Inc.	PPurchase	532,276	$12.00	$6,387,312
Jan 8, 2025	CNXCnx Resources Corp	SSale	1,075,000	$31.09	$33,421,750
Dec 9, 2024	RXORxo, Inc.	Holdings only	-	-	-
Nov 8, 2024	SSNTSilversun Technologies, Inc.	SSale	7,000,000	$15.05	$105,350,000
Aug 28, 2024	SSNTSilversun Technologies, Inc.	SSale	795,894	$15.05	$11,978,205
Aug 14, 2024	RXORxo, Inc.	PPurchase	10,266,810	$20.21	$207,492,230
May 17, 2024	XPOXpo, Inc.	SSale	1,171,238	$112.85	$132,174,208
May 13, 2024	RXORxo, Inc.	PPurchase	61	$20.39	$1,244
May 8, 2024	RXORxo, Inc.	PPurchase	361	$20.40	$7,364
May 6, 2024	RXORxo, Inc.	PPurchase	105,065	$20.07	$2,108,655
Apr 26, 2024	RXORxo, Inc.	PPurchase	100,000	$19.79	$1,979,000
Apr 24, 2024	RXORxo, Inc.	PPurchase	88,551	$19.86	$1,758,623
Apr 19, 2024	RXORxo, Inc.	PPurchase	870,000	$19.52	$16,982,400
Apr 17, 2024	RXORxo, Inc.	PPurchase	35,985	$20.22	$727,617
Feb 12, 2024	RXORxo, Inc.	PPurchase	919,720	$21.04	$19,350,909
Feb 6, 2024	RXORxo, Inc.	PPurchase	747,424	$20.25	$15,135,336
Nov 24, 2023	RXORxo, Inc.	PPurchase	23,223	$19.93	$462,834
Nov 20, 2023	RXORxo, Inc.	PPurchase	69,307	$19.69	$1,364,655
Nov 15, 2023	RXORxo, Inc.	PPurchase	100,000	$19.67	$1,967,000
Aug 1, 2023	YELLQYellow Corp	PPurchase	9,295,852	$1.29	$11,991,649
Jul 28, 2023	YELLQYellow Corp	PPurchase	3,793,862	$0.57	$2,162,501
Feb 15, 2022	PFSIPennymac Financial Services, Inc.	PPurchase	48,052	$60.74	$2,918,678
Feb 11, 2022	PFSIPennymac Financial Services, Inc.	PPurchase	125,000	$61.44	$7,680,000
Feb 9, 2022	PFSIPennymac Financial Services, Inc.	PPurchase	150,000	$58.87	$8,830,500

Showing 1-24 of 24

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