MFN Partners, LP
MFN Partners, LP's purchase track record
How the stock did after each of MFN Partners, LP's open-market purchases, measured from the purchase date. Several fills within a week count as one purchase.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 2/12/2026 | RXO | $6.39M | +34.8% | +79.5% | +14.1% |
| 8/12/2024 | RXO | $207.49M | +4.5% | -23.6% | +13.5% |
| 5/2/2024 | RXO | $2.73M | +55.1% | +40.1% | +12.7% |
| 4/22/2024 | RXO | $5.90M | +54.0% | +48.5% | +16.8% |
| 4/12/2024 | RXO | $25.14M | +31.5% | +45.0% | +13.5% |
| 2/2/2024 | RXO | $53.01M | -4.0% | +39.1% | +7.8% |
| 11/21/2023 | RXO | $463K | +4.2% | +0.4% | +17.3% |
| 11/13/2023 | RXO | $6.05M | +14.4% | +14.8% | +18.4% |
| 2/7/2022 | PFSI | $33.54M | -18.9% | -2.5% | -7.7% |
| 11/29/2021 | PFSI | $9.87M | -10.8% | -24.0% | -11.2% |
| 11/19/2021 | PFSI | $18.79M | -7.0% | -25.0% | -17.0% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 9, 2026
CNX Resources sets date for Q3 2026 earnings call. CNX Resources has announced the schedule for its third-quarter 2026 financial results and Q&A conference call. This upcoming event is a key catalyst for the stock, as it will provide the latest data on the company's performance. The announcement is supported by recent analyst coverage that highlights both opportunities and risks for the natural gas producer.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 4, 2026
QXO Resolves Delaware Lawsuit Fee Claim. QXO Inc. announced an agreement to resolve a claim for attorneys’ fees and expenses in a pending Delaware Court of Chancery lawsuit. This legal development is part of the company's ongoing corporate matters. The stock currently trades within a wide 52-week range, with analysts maintaining a varied target price outlook.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 17, 2026
XPO news highlights closing margin gap and new freight centers. Recent articles note that XPO's margin gap is narrowing while analysts say the valuation gap has already closed. The company is adding roughly 300 LTL service centers, which some estimates suggest could leave the stock about 26% undervalued. Another piece points out that a $1,000 investment five years ago would have grown significantly, showing strong historical price appreciation.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 16, 2026
BTIG Lowers PennyMac Financial Price Target to $80. BTIG maintained its positive stance on PennyMac Financial but lowered its price target to $80. This move occurs as the stock trades near its support level, reflecting a cautious outlook from analysts. The company's valuation remains low relative to peers, with a trailing P/E of 7.9.
Transaction History
| RXO | ▲ Buy | Open Market | 532,276 | $6.4M | 2/12/2026 | View on chart |
| CNX | ▼ Sell | Open Market | 1,075,000 | $33.4M | 1/6/2025 | View on chart |
| QXO | ▼ Sell | Open Market | 7,000,000 | $105.3M | 11/6/2024 | View on chart |
| QXO | ▼ Sell | Open Market | 795,894 | $12.0M | 8/26/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 10,266,810 | $207.5M | 8/12/2024 | View on chart |
| XPO | ▼ Sell | Open Market | 1,171,238 | $132.2M | 5/15/2024 | View on chart |
| XPO | ▼ Sell | Open Market | 28,762 | $3.3M | 5/15/2024 | View on chart |
| XPO | ▼ Sell | Open Market | 50,000 | $5.8M | 5/15/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 61 | $1K | 5/9/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 361 | $7K | 5/6/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 30,000 | $610K | 5/3/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 105,065 | $2.1M | 5/2/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 100,000 | $2.0M | 4/25/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 100,000 | $1.9M | 4/24/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 88,551 | $1.8M | 4/23/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 11,449 | $223K | 4/22/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 200,000 | $3.9M | 4/19/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 870,000 | $17.0M | 4/18/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 175,690 | $3.4M | 4/17/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 35,985 | $728K | 4/16/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 5,139 | $105K | 4/12/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 913,186 | $18.5M | 2/9/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 919,720 | $19.4M | 2/8/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 747,424 | $15.1M | 2/2/2024 | View on chart |
| RXO | ▲ Buy | Open Market | 23,223 | $463K | 11/21/2023 | View on chart |
| RXO | ▲ Buy | Open Market | 43,678 | $862K | 11/20/2023 | View on chart |
| RXO | ▲ Buy | Open Market | 26,648 | $529K | 11/17/2023 | View on chart |
| RXO | ▲ Buy | Open Market | 69,307 | $1.4M | 11/16/2023 | View on chart |
| RXO | ▲ Buy | Open Market | 100,000 | $2.0M | 11/15/2023 | View on chart |
| RXO | ▲ Buy | Open Market | 39,478 | $772K | 11/14/2023 | View on chart |
| RXO | ▲ Buy | Open Market | 30,522 | $554K | 11/13/2023 | View on chart |
| PFSI | ▲ Buy | Open Market | 12,930 | $789K | 2/14/2022 | View on chart |
| PFSI | ▲ Buy | Open Market | 48,052 | $2.9M | 2/14/2022 | View on chart |
| PFSI | ▲ Buy | Open Market | 35,000 | $2.1M | 2/11/2022 | View on chart |
| PFSI | ▲ Buy | Open Market | 75,000 | $4.5M | 2/10/2022 | View on chart |
| PFSI | ▲ Buy | Open Market | 4,018 | $240K | 2/10/2022 | View on chart |
| PFSI | ▲ Buy | Open Market | 125,000 | $7.7M | 2/9/2022 | View on chart |
| PFSI | ▲ Buy | Open Market | 106,274 | $6.4M | 2/8/2022 | View on chart |
| PFSI | ▲ Buy | Open Market | 150,000 | $8.8M | 2/7/2022 | View on chart |
| PFSI | ▲ Buy | Open Market | 151,852 | $9.9M | 11/29/2021 | View on chart |
| PFSI | ▲ Buy | Open Market | 9,002 | $584K | 11/26/2021 | View on chart |
| PFSI | ▲ Buy | Open Market | 31,172 | $2.0M | 11/23/2021 | View on chart |
| PFSI | ▲ Buy | Open Market | 125,321 | $8.1M | 11/22/2021 | View on chart |
| PFSI | ▲ Buy | Open Market | 126,379 | $8.1M | 11/19/2021 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 11, 2026
RXO Stock Gains as C.H. Robinson Deal Lifts Analyst Targets
RXO Inc. is in focus after the C.H. Robinson deal anchored higher analyst price targets, with Truist Securities raising its target to $30. This development comes alongside broader transport sector discussions regarding diesel prices and small-cap valuation questions. The stock is currently trading near the top of its 52-week range, reflecting recent momentum driven by these fundamental updates.
RXO Stock Gains as C.H. Robinson Deal Lifts Analyst Targets. RXO Inc. is in focus after the C.H. Robinson deal anchored higher analyst price targets, with Truist Securities raising its target to $30. This development comes alongside broader transport sector discussions regarding diesel prices and small-cap valuation questions. The stock is currently trading near the top of its 52-week range, reflecting recent momentum driven by these fundamental updates.