AREX Capital Management, LP

CIK 1800261 · View on SEC EDGAR ↗

Portfolio value
$60.5M
#8,643 of 9,443 by 13F value · top 91.5%
Positions
26
As of
March 31, 2026 Data as of Q1 2026

Portfolio value QoQ: +72.0% 13F does not disclose cash

Top 10 holdings weight
92.82%
Top 25 holdings weight
99.87%
Positions above 1%
7
Effective number of positions
2.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q1 2026: 10.86% Est. buys $19,024,375 · sells $5,198,494

Median holding: 1.0 quarters Tracked Q4 2024–Q1 2026 · 63.4% still held

New positions
19
Increased
4
Decreased
3
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2024–Q1 2026
+27.0%
S&P 500 total return (same window)
+11.5%
Excess return
+15.5%

Annualized: +21.1% · S&P 500: +9.2%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.4% · Options excluded: 0.0%

Sector breakdown

Health Care
58.9%
Communication Services
17.3%
Financials
6.9%
Consumer Discretionary
5.9%
Technology
4.1%
Industrials
2.9%
Financial Services
2.4%
Utilities
0.9%
Energy
0.7%

Full portfolio 26 positions

Type Streak 8Q trend
EHAB Enhabit, Inc. Common Stock $35,142,644 58.07% 2,494,155 $12,149,144 Up ×4
IAC IAC Inc. - Common Stock $10,007,500 16.54% 250,000 $8,189,350 Up ×1
GNW Genworth Financial Inc Common Stock $4,186,802 6.92% 515,616 Up ×1
CALY Callaway Golf Company Common Stock $2,480,356 4.10% 178,700 $-2,806,154 Down ×3
VYX NCR Voyix Corporation Common Stock $1,005,612 1.66% 158,864 $-232,305 Up ×1
SKIL Skillsoft Corp. Class A Common Stock $914,461 1.51% 213,161 $-1,323,686 Down ×3
XPOF Xponential Fitness, Inc. Class A Common Stock $903,000 1.49% 150,000 Up ×1
TAC TransAlta Corporation Ordinary Shares $525,896 0.87% 40,000
RIOT Riot Platforms, Inc. - Common Stock $525,300 0.87% 42,500 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $487,662 0.81% 1,700 Up ×1
PRGO Perrigo Company plc Ordinary Shares $483,300 0.80% 45,000 Up ×1
KBR KBR, Inc. Common Stock $460,750 0.76% 12,500 Up ×1
WEX WEX Inc. common stock $459,120 0.76% 3,000 Up ×1
AAPL Apple Inc. - Common Stock $456,822 0.75% 1,800 Up ×1
CNR Core Natural Resources, Inc. Common Stock $445,103 0.74% 4,250
KD Kyndryl Holdings, Inc. Common Stock $393,600 0.65% 30,000 Up ×1
FIP FTAI Infrastructure Inc. - Common Stock $370,500 0.61% 75,000 $140,000 Up ×1
APTV Aptiv PLC Ordinary Shares $208,320 0.34% 3,000 Up ×1
ARCC Ares Capital Corporation - Closed End Fund $171,190 0.28% 9,500 Up ×1
PSEC Prospect Capital Corporation - Closed End Fund $169,650 0.28% 65,000 Up ×1
BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest $165,830 0.27% 7,000 Up ×1
OCSL Oaktree Specialty Lending Corporation - Closed End Fund $141,250 0.23% 12,500 Up ×1
MSDL Morgan Stanley Direct Lending Fund Common Stock $132,620 0.22% 9,500 Up ×1
HTGC Hercules Capital, Inc. Common Stock $118,160 0.20% 8,000 Up ×1
NN NextNav Inc. - Common stock $88,110 0.15% 5,500 $-327,890 Down ×2
GSBD Goldman Sachs BDC, Inc. Common Stock $79,032 0.13% 8,900 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
EHAB $35,142,644 58.07% up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
GNW $4,186,802 515,616 6.92%
XPOF $903,000 150,000 1.49%
TAC $525,896 40,000 0.87%
RIOT $525,300 42,500 0.87%
GOOG $487,662 1,700 0.81%
PRGO $483,300 45,000 0.80%
KBR $460,750 12,500 0.76%
WEX $459,120 3,000 0.76%
AAPL $456,822 1,800 0.75%
CNR $445,103 4,250 0.74%
KD $393,600 30,000 0.65%
APTV $208,320 3,000 0.34%
ARCC $171,190 9,500 0.28%
PSEC $169,650 65,000 0.28%
BXSL $165,830 7,000 0.27%

Top movers (QoQ)

Security Action Shares Δ Value Δ
EHAB Bought more +283 +$12.1M
CALY Trimmed -274K -$2.8M
SKIL Trimmed -28K -$1.3M
NN Trimmed -20K -$328K
VYX Bought more +38K -$232K
FIP Bought more +25K +$140K

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
NATL June 30, 2025 87,500 $2,308,250 63.7%
XRAY Dec. 31, 2025 160,000 $2,030,400 -5.1%
ODP Dec. 31, 2025 55,000 $1,531,750 No longer tracked
WDC March 31, 2025 22,500 $1,341,675 1063.7%
CNNE Sept. 30, 2025 57,500 $1,198,875 -17.4%
CNR Dec. 31, 2025 8,500 $709,580 9.0%
FMX March 31, 2026 6,584 $665,445 7.5%
BN Dec. 31, 2025 8,491 $582,313 -8.6%
BHF Sept. 30, 2025 7,500 $403,275 0.4%
DK Sept. 30, 2025 17,500 $370,650 104.3%
SPB March 31, 2026 5,000 $295,400 17.2%
FMX March 31, 2025 3,255 $278,270 22.4%
TAC Sept. 30, 2025 25,000 $269,630 -7.3%
OFIX Sept. 30, 2025 17,500 $195,125 -33.0%
SHC Sept. 30, 2025 17,500 $194,600 21.1%
BSLK Sept. 30, 2025 31,635 $89,210 No longer tracked
VSTS Sept. 30, 2025 10,000 $57,300 180.3%