SCHEDULE: Finepoint Capital LP Amends RXO Stake Disclosure

Finepoint Capital LP and Herbert Wagner have filed an amendment to their Schedule 13G, reporting shared beneficial ownership of 5,355,445 shares, representing 3.2% of RXO, Inc.'s common stock.

Summary

• This filing is an amendment (Amendment No. 1) to a previously filed Schedule 13G by Finepoint Capital LP and Herbert Wagner regarding their beneficial ownership of RXO, Inc. common stock.
• Finepoint Capital LP is an investment adviser to affiliated funds that hold the securities.
• Herbert Wagner is the founder of Finepoint and Managing Partner of its general partner, FPCap LLC, and is responsible for managing the funds.
• The Reporting Persons have a joint filing agreement.
• They collectively beneficially own 5,355,445 shares of RXO, Inc. common stock.
• This ownership represents 3.2% of the class of securities.
• The percentage is based on 164,920,312 shares of Common Stock outstanding as of May 5, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily serves as an amendment to a previous filing to reflect updated beneficial ownership information without introducing new strategic or financial performance data.

Positives

• Finepoint Capital LP and Herbert Wagner maintain a significant, though passive, stake in RXO, Inc., indicating continued investor interest.
• The filing clarifies the beneficial ownership structure, providing transparency to the market.

Negatives

• The filing does not provide any new financial performance data or strategic updates for RXO, Inc., limiting its immediate insight into the company's operational health.

Risks

• The filing does not explicitly mention any new risks associated with RXO, Inc. or the reporting persons' investment.

Future Outlook

The filing does not contain any forward-looking statements or guidance from RXO, Inc. It solely pertains to the reporting persons' ownership stake.

Management Comments

• Finepoint Capital LP, as a registered investment adviser, has voting and dispositive power over securities held by affiliated funds for the benefit of their respective investors.
• Herbert Wagner, as founder and Managing Partner, is responsible for the management of the funds.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and investment managers who acquire a significant stake in a public company. This filing indicates Finepoint Capital LP's role as a passive investor or fund manager in RXO, Inc., which is typical for entities managing assets on behalf of others.

Stakeholder Impact

• Shareholders: Increased transparency regarding significant beneficial ownership of RXO, Inc. common stock.
• Investors: Provides information on the holdings of Finepoint Capital LP and Herbert Wagner, which may inform investment decisions.
• Management of RXO, Inc.: Awareness of the passive stake held by Finepoint Capital LP and Herbert Wagner.

Next Steps

• Finepoint Capital LP and Herbert Wagner will continue to hold their beneficial ownership stake in RXO, Inc.
• Future amendments to Schedule 13G will be filed if ownership levels change significantly.

Key Dates

Keywords

RXO, Inc., Finepoint Capital LP, Herbert Wagner, Schedule 13G, Beneficial Ownership, Investment Adviser, Common Stock