Stock Taper 
AREX CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Genworth Financial, Inc. | GNW | 515.62K | $4.19M |
| IA IAC INC | IAC | 250K | $10.01M |
 Skillsoft Corp. | SKIL | 213.16K | $914.46K |
 NCR Voyix Corporation | VYX | 158.86K | $1.01M |
 Xponential Fitness, Inc. | XPOF | 150K | $903K |
 FTAI Infrastructure Inc. | FIP | 75K | $370.5K |
 Prospect Capital Corporation | PSEC | 65K | $169.65K |
 Perrigo Company plc | PRGO | 45K | $483.3K |
 Riot Platforms, Inc. | RIOT | 42.5K | $525.3K |
 TransAlta Corporation | TAC | 40K | $525.9K |
 Kyndryl Holdings, Inc. | KD | 30K | $393.6K |
 KBR, Inc. | KBR | 12.5K | $460.75K |
 Oaktree Specialty Lending Corporation | OCSL | 12.5K | $141.25K |
 Morgan Stanley Direct Lending Fund | MSDL | 9.5K | $132.62K |
 Ares Capital Corporation | ARCC | 9.5K | $171.19K |
 Goldman Sachs BDC, Inc. | GSBD | 8.9K | $79.03K |
 Hercules Capital, Inc. | HTGC | 8K | $118.16K |
 NextNav Inc. | NN | 5.5K | $88.11K |
 Core Natural Resources, Inc. | CNR | 4.25K | $445.1K |
 WEX Inc. | WEX | 3K | $459.12K |