The Analysis of AREX Capital Management, LP's Holdings


Currently, AREX Capital Management, LP holds 9 types of securities in its portfolio with a total value $35.2M. In the most recent quarter, they have increased their positions in FMX (+3.2K shares, valued at $321.8K), SPB (+5.0K shares, valued at $295.4K), EHAB (+4.8K shares, valued at $44.5K); decreased their positions in VYX (-251.5K shares, valued at $2.6M), N/A (-162.7K shares, valued at $1.5M), MODG (-76.3K shares, valued at $890.0K); initiated new positions in SPB (+5.0K shares, valued at $295.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
EHAB ENHABIT INC2.5M shares0.19%2025-12-312026-02-17history
MODG TOPGOLF CALLAWAY BRANDS CORP453.0K shares-14.41%2025-12-312026-02-17history
SKILLSOFT CORP SKILLSOFT CORP240.7K shares-40.34%2025-12-312026-02-17history
IAC IAC INC46.5K shares-32.12%2025-12-312026-02-17history
VYX NCR VOYIX CORPORATION121.4K shares-67.45%2025-12-312026-02-17history
FMX FOMENTO ECONOMICO MEXICANO S6.6K shares93.65%2025-12-312026-02-17history
NN NEXTNAV INC25.0K shares-9.09%2025-12-312026-02-17history
SPB SPECTRUM BRANDS HLDGS INC NE5.0K sharesnew addition2025-12-312026-02-17history
Sponsored
FIP FTAI INFRASTRUCTURE INC50.0K shares-62.96%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
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