AREX Capital Management, LP: summary

AREX Capital Management, LP reported 26 positions with a reported value of $60.52M in its 13F for Q1 2026. Compared with Q4 2025: 19 new positions, 2 exited.

Top positions

• Enhabit Inc
• IAC Inc
• GENWORTH FINANCIAL INC
• Callaway Golf Co
• NCR CORP
• Skillsoft Corp
• Xponential Fitness Inc
• TRANSALTA CORP
• Riot Platforms Inc
• ALPHABET INC CAP STK CL C