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AREX Capital Management, LP

AREX Capital Management, LP is an Investment Adviser institutional filer with the SEC under CIK 1800261, reporting 26 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2026-03-31.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: NY
  • Filing type: 13F-HR
  • Latest reporting period: 2026-03-31
  • Last filed: 2026-05-15

Top 10 portfolio positions

The largest reported holdings in AREX Capital Management, LP's most recent 13F filing, ranked by reported market value.

  1. ENHABIT INC (EHAB)
  2. IAC INC (IAC)
  3. GENWORTH FINL INC (GNW)
  4. CALLAWAY GOLF CO (CALY)
  5. NCR VOYIX CORPORATION (VYX)
  6. SKILLSOFT CORP (SKIL)
  7. XPONENTIAL FITNESS INC (XPOF)
  8. TRANSALTA CORP (TAC)
  9. RIOT PLATFORMS INC (RIOT)
  10. ALPHABET INC (GOOG)
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