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5%+ stakes · Schedule 13D and 13G

RXO, Inc.: 5%+ holders

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Who has reported owning 5% or more of RXO, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 7, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of RXO, Inc. The largest reported stake is MFN Partners, LP's, at 19.3%. 12 filings are on record since August 14, 2025 (Schedule 13D, October 5, 2026).

Finepoint Capital LP also filed stake reports on 1 other company ↓

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Key facts

  • · Reporting person: Orbis Investment Management Limited · Sole voting: 22,773,348 · Shared voting: 0 · Sole dispositive: 22,773,348 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-11-06
  • · Reporting person: MFN Partners, LP · Sole voting: 0 · Shared voting: 32,687,269 · Sole dispositive: 0 · Shared dispositive: 32,687,269 · SCHEDULE 13D, 2026-10-05
  • · Reporting person: Finepoint Capital LP · Sole voting: 0 · Shared voting: 5,355,445 · Sole dispositive: 0 · Shared dispositive: 5,355,445 · SCHEDULE 13G/A, 2026-08-13
  • · Holder: Orbis Investment Management Limited · Percent: 21.1% · SCHEDULE 13G/A
  • · Holder: Vanguard Capital Management · Percent: 5.21% · SCHEDULE 13G
At 5% or more4
Filings12
Latest filing2026-11-06

RXO, Inc. has 12 Schedule 13D or 13G filings on record since 2025-08-14. 4 holders' latest filing reports 5% or more of common stock, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
MFN Partners, LP19.3%32,687,269SCHEDULE 13D, 2026-10-052026-10-04
Orbis Investment Management Limited13.8%22,773,348SCHEDULE 13G/A, 2026-11-062026-10-31
Vanguard Portfolio Management5.54%9,101,927SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.21%8,570,903SCHEDULE 13G, 2026-04-302026-03-31
Finepoint Capital LP3.2%5,355,445SCHEDULE 13G/A, 2026-08-132026-06-30
Wellington Management Group LLP2.9%4,711,584SCHEDULE 13G/A, 2026-02-102025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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More on RXO, Inc. and the records around it.

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What the Full Report on RXO, Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

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  8. Sources

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
MFN Partners, LP032,687,269032,687,269SCHEDULE 13D, 2026-10-05
MFN Partners GP, LLC032,687,269032,687,269SCHEDULE 13D, 2026-10-05
MFN Partners Management, LP032,687,269032,687,269SCHEDULE 13D, 2026-10-05
MFN Partners Management, LLC032,687,269032,687,269SCHEDULE 13D, 2026-10-05
Michael F. DeMichele032,687,269032,687,269SCHEDULE 13D, 2026-10-05
Farhad Nanji032,687,269032,687,269SCHEDULE 13D, 2026-10-05
Orbis Investment Management Limited22,773,348022,773,3480SCHEDULE 13G/A, 2026-11-06
Finepoint Capital LP05,355,44505,355,445SCHEDULE 13G/A, 2026-08-13
Herbert Wagner05,355,44505,355,445SCHEDULE 13G/A, 2026-08-13

The latest filing identifies RXO, Inc. by CUSIP 74982T103 and gives its principal executive office as 11215 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 28277 (SCHEDULE 13G/A, 2026-11-06).

What the percentages are based on

The information required by this paragraph is set forth in the cover pages to this Schedule 13G/A and is incorporated herein by reference. Percentage ownership is based on 164,920,312 shares of Common Stock outstanding as of May 5, 2026, as reported in the Issuer's Report on Form 10-Q for the period ended March 31, 2026 filed with the Securities and Exchange Commission on May 7, 2026.Finepoint Capital LP, SCHEDULE 13G/A, 2026-08-13

Source of funds (Item 3)

The shares of Common Stock reported herein are directly held by the Partnership and were acquired for the account of the Partnership in multiple transactions that occurred from November 1, 2022 through February 12, 2026. The source of funds used to acquire the Common Stock was the working capital of the Partnership.MFN Partners, LP, SCHEDULE 13D, 2026-10-05

Purpose of Transaction (Item 4)

MFN Partners, LP

The Reporting Persons filed an initial Schedule 13G on February 10, 2023, which was amended on February 12, 2024; August 14, 2024; November 13, 2024 and February 12, 2025 (together, the "Schedule 13G"), with respect to the Issuer. All of the Common Stock of the Issuer reported on this Schedule 13D was acquired in the ordinary course of business for investment purposes by the Reporting Persons. Voting Agreement On October 4, 2026, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement"), by and among the Issuer, C.H. Robinson Worldwide, Inc., a Delaware Corporation ("Parent"), Rover Merger Sub Inc., a Delaware corporation ("Merger Sub 1") and Viking Logistics LLC, a Delaware limited liability company ("NewCo"), pursuant to which pursuant to which (among other things and subject to the terms and conditions set forth therein) (i) Merger Sub 1 will be merged with and into the Issuer (the "First Merger"), with the Issuer surviving the First Merger as a wholly owned Subsidiary of Parent, (ii) immediately following the First Merger, the surviving corporation of the First Merger will be merged with and into NewCo (the "Second Merger"), with NewCo surviving the Second Merger as a wholly owned Subsidiary of Parent. In connection with the transactions contemplated by the Merger Agreement, on October 4, 2026, the Partnership, in its capacity as a stockholder of the Issuer, entered into a voting and support agreement (the "Voting Agreement") with Parent. Under …The first part of Item 4 of the SCHEDULE 13D filed 2026-10-05; the filing has the rest

Timeline

FiledHolderPercentFiling
2025-08-14Orbis Investment Management Limited18.8%SCHEDULE 13G/A
2025-11-14Orbis Investment Management Limited19.3%SCHEDULE 13G/A
2026-02-10Wellington Management Group LLP2.9%SCHEDULE 13G/A
2026-02-13Finepoint Capital LP5.7%SCHEDULE 13G
2026-02-17Orbis Investment Management Limited20.1%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.54%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.21%SCHEDULE 13G
2026-05-15Orbis Investment Management Limited21.1%SCHEDULE 13G/A
2026-08-13Finepoint Capital LP3.2%SCHEDULE 13G/A
2026-10-05MFN Partners, LP19.3%SCHEDULE 13D
2026-11-06Orbis Investment Management Limited13.8%SCHEDULE 13G/A

Questions about who owns RXO, Inc.

Who owns RXO, Inc.?

On this page, 4 holders' latest ownership filings report 5% or more of RXO, Inc.: MFN Partners, LP (19.3%, Schedule 13D, filed 2026-10-05), Orbis Investment Management Limited (13.8%, Schedule 13G/A, filed 2026-11-06), Vanguard Portfolio Management (5.54%, Schedule 13G, filed 2026-04-29) and Vanguard Capital Management (5.21%, Schedule 13G, filed 2026-04-30).

Who are the largest shareholders of RXO, Inc.?

By the share each holder's latest filing reports, the largest holders of RXO, Inc. on this page are MFN Partners, LP (19.3%), Orbis Investment Management Limited (13.8%) and Vanguard Portfolio Management (5.54%).

When did MFN Partners, LP buy into RXO, Inc.?

The filings give report dates, not purchase dates. The earliest filing from MFN Partners, LP on this page is the Schedule 13D, filed 2026-10-05, reporting 19.3%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 12 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/rxo
Last updated 2026-11-07
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of RXO, Inc.? 4 holders at 5% or more, largest MFN Partners, LP 19.3%. MentionFox, 2026-11-07. https://mentionfox.com/stakes/rxo