MP
RXO icon

MFN Partners’s RXO RXO Stock Holding History

MFN Partners’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$776M Hold
28,109,942
– – 16.04% 3
2026
Q1 		$411M Buy
28,109,942
+532,276
+2% +$7.81M 8.61% 4
2025
Q4 		$349M Hold
27,577,666
– – 7.37% 5
2025
Q3 		$424M Hold
27,577,666
– – 8.57% 5
2025
Q2 		$434M Hold
27,577,666
– – 9.28% 5
2025
Q1 		$527M Hold
27,577,666
– – 12.38% 4
2024
Q4 		$657M Hold
27,577,666
– – 12.95% 3
2024
Q3 		$772M Buy
27,577,666
+10,266,810
+59% +$290M 15.22% 3
2024
Q2 		$453M Buy
17,310,856
+1,722,301
+11% +$35.8M 15.35% 2
2024
Q1 		$341M Buy
15,588,555
+2,580,330
+20% +$55.3M 9.68% 4
2023
Q4 		$303M Buy
13,008,225
+332,856
+3% +$6.7M 9.74% 4
2023
Q3 		$250M Hold
12,675,369
– – 8.4% 5
2023
Q2 		$287M Hold
12,675,369
– – 9.33% 4
2023
Q1 		$249M Hold
12,675,369
– – 11.25% 4
2022
Q4 		$218M Buy
+12,675,369
New +$225M 9.62% 5

Other funds holding RXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

MFN Partners's RXO Position: Q2 2026 in Review

MFN Partners held its RXO (RXO) position steady in Q2 2026 at 28,109,942 shares worth $776M. The position accounts for 16.04% of the portfolio, ranked #3.

MFN Partners first reported a position in RXO in Q4 2022 and has held it in 15 quarters since. 305 funds tracked by Wall St. Rank hold RXO as of Q2 2026.

  • MFN Partners held 28,109,942 shares of RXO worth $776M as of Q2 2026.
  • MFN Partners left its RXO share count unchanged in Q2 2026.
  • RXO made up 16.04% of MFN Partners's portfolio in Q2 2026, its #3 holding.
  • MFN Partners first reported a position in RXO in Q4 2022 and has held it in 15 quarters since.
  • 305 funds tracked by Wall St. Rank held RXO as of Q2 2026.

Based on MFN Partners's 13F filing for Q2 2026, filed 12 Aug 2026.