MFN Partners GP, LLC is Director at PennyMac Financial Services, Inc. (PFSI). They have made 12 open-market trades across 3 companies since 2020, most recently 2026-02-12.
CIK 0001814126
12 open-market purchases totalling $175.0M since 2020, never a sale. Across 12 scored buys the stock is up 5.1% at ninety days, and 0.7 points ahead of the S&P over the same stretch.
12 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| RXO | 28,109,942 | $804.8M |
| PFSI | 4,231,792 | $255.1M |
| WPF | 14,000,000 | $136.5M |
| Total | $1.2B |
Shares reported on the most recent Form 4, priced at the 2026-02-17 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 42% | 42% | 67% |
| Avg Move | -0.4% | -4.0% | +5.1% |
| Alpha | -1.0% | -5.3% | +0.7% |
| Scored | 12 | 12 | 12 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| RXO | BUY | 2026-02-12 | 2026-02-17 | $12.00 | $6.4M | +4.5% | -10.9% | +25.1% |
| RXO | BUY | 2024-04-24 | 2024-04-26 | $19.56 | $5.9M | +4.4% | +1.3% | +55.3% |
| RXO | BUY | 2024-02-08 | 2024-02-12 | $20.67 | $75.8M | +4.7% | +1.0% | +2.4% |
| PFSI | BUY | 2022-02-08 | 2022-02-09 | $60.19 | $6.4M | -5.5% | -9.8% | -24.1% |
| PFSI | BUY | 2021-06-18 | 2021-06-22 | $62.36 | $3.7M | -5.5% | -6.2% | +1.2% |
| PFSI | BUY | 2021-06-11 | 2021-06-15 | $61.89 | $11.9M | +1.7% | -5.6% | +4.0% |
| PFSI | BUY | 2021-06-04 | 2021-06-08 | $59.93 | $5.3M | -0.6% | -4.0% | +2.9% |
| PFSI | BUY | 2021-05-26 | 2021-05-28 | $61.49 | $790K | -2.9% | +1.0% | +5.5% |
| PFSI | BUY | 2021-03-19 | 2021-03-23 | $61.98 | $30.5M | +0.3% | -7.4% | +0.7% |
| PFSI | BUY | 2021-03-12 | 2021-03-16 | $65.29 | $6.3M | -0.5% | -8.7% | -5.3% |
| WPF | BUY | 2020-08-10 | 2020-08-12 | $10.28 | $12.0M | -2.6% | +0.1% | -3.8% |
| WPF | BUY | 2020-08-06 | 2020-08-10 | $10.18 | $10.0M | -2.9% | +1.6% | -2.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.