AREX Capital Management, LP
AREX Capital Management, LP reported 26 positions worth $60.5M as of March 31, 2026 (13F filed May 15, 2026). Largest holding: ENHABIT INC (58.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | 29332G102 | SH | $35.1M | 58.07% | 2,494,155 | — | — | |
| ▸ 2 | PPLI | SH | $10.0M | 16.54% | 250,000 | — | — | |
| ▸ 3 | GNW | SH | $4.2M | 6.92% | 515,616 | — | — | |
| ▸ 4 | CALY | SH | $2.5M | 4.10% | 178,700 | — | — | |
| ▸ 5 | VYX | SH | $1.0M | 1.66% | 158,864 | — | — | |
| ▸ 6 | SKIL | SH | $914.5K | 1.51% | 213,161 | — | — | |
| ▸ 7 | XPOF | SH | $903.0K | 1.49% | 150,000 | — | — | |
| ▸ 8 | TAC | SH | $525.9K | 0.87% | 40,000 | — | — | |
| ▸ 9 | RIOT | SH | $525.3K | 0.87% | 42,500 | — | — | |
| ▸ 10 | GOOG | SH | $487.7K | 0.81% | 1,700 | — | — |
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Frequently Asked Questions
What stocks does AREX Capital Management, LP hold as of Q1 2026?
AREX Capital Management, LP reported 26 positions worth $60.5M in its Q1 2026 13F filing. Largest positions: ENHABIT INC (58.1%), PPLI (16.5%), GNW (6.9%), CALY (4.1%) and VYX (1.7%).
What did AREX Capital Management, LP buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did AREX Capital Management, LP sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.