RXO, Inc. (RXO) Form SCHEDULE 13D — Oct 5, 2026
MFN Partners and affiliates filed a Schedule 13D disclosing beneficial ownership of 32,687,269 RXO shares, or 19.3% of the class, including 4,577,327 warrant shares. On October 4, 2026, RXO entered into a Merger Agreement with C.H. Robinson Worldwide under which RXO will be merged into Parent via a two-step merger structure, and MFN Partners signed a voting and support agreement committing to vote its shares in favor of the deal. Under the Voting Agreement, MFN agreed to transfer restrictions and non-solicitation provisions, though it notes it may engage in merger-arbitrage activity and evaluate alternatives subject to the agreement's terms.
Key figures
- Shares Outstanding
- 164926128
- Warrant Shares
- 4577327
- Percent Of Class
- 19.3%
- Acquisition Period
- November 1, 2022 through February 12, 2026
- Voting Agreement Date
- 2026-10-04
- Beneficially Owned Shares
- 32687269
AI analysis
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