Institutions / AREX Capital Management, LP
AREX Capital Management, LP
CIK 1800261 · Institution · as of Dec 31, 2025
Portfolio value
$35.18M
Positions
9
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Enhabit, Inc. | $22.99M | 65.4% |
| Callaway Golf Co | $5.29M | 15.0% |
| Skillsoft Corp.SKIL | $2.24M | 6.4% |
| People Inc | $1.82M | 5.2% |
| NCR Voyix Corp | $1.24M | 3.5% |
| Mexican Economic Development IncFMX | $665.4K | 1.9% |
| Nextnav Inc. | $416.0K | 1.2% |
| Spectrum Brands Holdings Inc | $295.4K | 0.8% |
| FTAI Infrastructure Inc. | $230.5K | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.