0000899243-23-020403.txt : 20231115 0000899243-23-020403.hdr.sgml : 20231115 20231115195936 ACCESSION NUMBER: 0000899243-23-020403 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231113 FILED AS OF DATE: 20231115 DATE AS OF CHANGE: 20231115 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: NANJI FARHAD CENTRAL INDEX KEY: 0001575023 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41514 FILM NUMBER: 231412129 MAIL ADDRESS: STREET 1: C/O HIGHFIELDS CAPITAL MANAGEMENT LP STREET 2: 200 CLARENDON STREET CITY: BOSTON STATE: MA ZIP: 02116 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: MFN Partners Management, LP CENTRAL INDEX KEY: 0001732811 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41514 FILM NUMBER: 231412131 BUSINESS ADDRESS: STREET 1: 222 BERKELEY STREET, 13TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 617-443-2040 MAIL ADDRESS: STREET 1: 222 BERKELEY STREET, 13TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: MFN Partners, LP CENTRAL INDEX KEY: 0001732960 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41514 FILM NUMBER: 231412134 BUSINESS ADDRESS: STREET 1: 222 BERKELEY STREET, 13TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 617-443-2040 MAIL ADDRESS: STREET 1: 222 BERKELEY STREET, 13TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: DeMichele Michael CENTRAL INDEX KEY: 0001814117 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41514 FILM NUMBER: 231412130 MAIL ADDRESS: STREET 1: 222 BERKELEY STREET, 13TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: MFN Partners GP, LLC CENTRAL INDEX KEY: 0001814126 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41514 FILM NUMBER: 231412133 BUSINESS ADDRESS: STREET 1: 222 BERKELEY STREET, 13TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 617-443-2040 MAIL ADDRESS: STREET 1: 222 BERKELEY STREET, 13TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: MFN Partners Management, LLC CENTRAL INDEX KEY: 0001814127 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41514 FILM NUMBER: 231412132 BUSINESS ADDRESS: STREET 1: 222 BERKELEY STREET, 13TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 617-443-2040 MAIL ADDRESS: STREET 1: 222 BERKELEY STREET, 13TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: RXO, Inc. CENTRAL INDEX KEY: 0001929561 STANDARD INDUSTRIAL CLASSIFICATION: TRANSPORTATION SERVICES [4700] IRS NUMBER: 882183384 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 11215 NORTH COMMUNITY HOUSE ROAD CITY: CHARLOTTE STATE: NC ZIP: 28277 BUSINESS PHONE: 704-572-7302 MAIL ADDRESS: STREET 1: 11215 NORTH COMMUNITY HOUSE ROAD CITY: CHARLOTTE STATE: NC ZIP: 28277 FORMER COMPANY: FORMER CONFORMED NAME: RXO, LLC DATE OF NAME CHANGE: 20220712 FORMER COMPANY: FORMER CONFORMED NAME: NAT Holdings, LLC DATE OF NAME CHANGE: 20220517 4 1 doc4.xml FORM 4 SUBMISSION X0508 4 2023-11-13 0 0001929561 RXO, Inc. RXO 0001732960 MFN Partners, LP 222 BERKELEY STREET, 13TH FLOOR BOSTON MA 02116 0 0 1 0 0001814126 MFN Partners GP, LLC 222 BERKELEY STREET, 13TH FLOOR BOSTON MA 02116 0 0 1 0 0001814127 MFN Partners Management, LLC 222 BERKELEY STREET, 13TH FLOOR BOSTON MA 02116 0 0 1 0 0001732811 MFN Partners Management, LP 222 BERKELEY STREET, 13TH FLOOR BOSTON MA 02116 0 0 1 0 0001814117 DeMichele Michael 222 BERKELEY STREET, 13TH FLOOR BOSTON MA 02116 0 0 1 0 0001575023 NANJI FARHAD 222 BERKELEY STREET, 13TH FLOOR BOSTON MA 02116 0 0 1 0 0 Common Stock 2023-11-13 4 P 0 30522 18.15 A 12705891 D Common Stock 2023-11-14 4 P 0 39478 19.56 A 12745369 D Common Stock 2023-11-15 4 P 0 100000 19.67 A 12845369 D The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $19.41 to $19.96. The Reporting Persons undertake to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. MFN Partners, LP (the "Partnership") is the holder of the securities reported herein. MFN Partners GP, LLC ("MFN GP") is the general partner of the Partnership. MFN Partners Management, LP ("MFN Management") is the investment adviser to the Partnership. MFN Partners Management, LLC ("MFN LLC") is the general partner of MFN Management. Farhad Nanji and Michael F. DeMichele are managing members of MFN GP and MFN LLC. Each Reporting Person disclaims beneficial ownership of such securities, except to the extent of such Reporting Person's pecuniary interest, if any, therein. The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $19.60 to $19.74. The Reporting Persons undertake to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. MFN PARTNERS, LP, By: /s/ Jonathan Reisman, Name: Jonathan Reisman, Title: Authorized Person 2023-11-15 MFN PARTNERS GP, LLC, By: /s/ Jonathan Reisman, Name: Jonathan Reisman, Title: Authorized Person 2023-11-15 MFN PARTNERS MANAGEMENT, LP, By: /s/ Jonathan Reisman, Name: Jonathan Reisman, Title: Authorized Person 2023-11-15 MFN PARTNERS MANAGEMENT, LLC, By: /s/ Jonathan Reisman, Name: Jonathan Reisman, Title: Authorized Person 2023-11-15 MICHAEL F. DEMICHELE, By: /s/ Michael F. DeMichele 2023-11-15 FARHAD NANJI, By: /s/ Farhad Nanji 2023-11-15