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Investment manager · 13F filer · SEC CIK 1800261
AREX Capital Management, LP
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Reported value$60.5Mas of Mar 31, 2026
Positions26
Top 10 weight92.8%EHAB alone is 58%
FiledMay 1545 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
EHABEnhabit Inc
58.1%
PPLIPeople Inc
16.5%
GNWGenworth Financial Inc
6.9%
CALYCallaway Golf Co
4.1%
VYXNCR Voyix Corp
1.7%
SKIL1.5%XPOF1.5%TAC0.9%RIOT0.9%GOOG0.8%PRGO0.8%KBR0.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EHAB Enhabit Inc 58.1%
PPLI People Inc 16.5% GNW Genworth Financial Inc 6.9% CALY Callaway Golf Co 4.1% VYX NCR Voyix Corp 1.7% SKIL Skillsoft Corp. 1.5% XPOF Xponential Fitness, Inc. 1.5% TAC Transalta Corp 0.9% RIOT Riot Platforms, Inc. 0.9% GOOG Alphabet Inc. 0.8% PRGO Perrigo Co PLC 0.8% KBR KBR, Inc. 0.8% Free weekly email
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