
AREX CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | EHAB | 2.49M | $22.99M |
![]() | MODG | 453K | $5.29M |
![]() | SKIL | 241K | $2.24M |
![]() | VYX | 121K | $1.24M |
![]() | FIP | 50K | $230.50K |
![]() | IAC | 47K | $1.82M |
![]() | NN | 25K | $416.00K |
![]() | FMX | 7K | $665.45K |
![]() | SPB | 5K | $295.40K |

Enhabit, Inc.
EHAB
Shares Held
2.49M
Value
$22.99M

Topgolf Callaway Brands Corp.
MODG
Shares Held
453K
Value
$5.29M

Skillsoft Corp.
SKIL
Shares Held
241K
Value
$2.24M

NCR Voyix Corporation
VYX
Shares Held
121K
Value
$1.24M

FTAI Infrastructure Inc.
FIP
Shares Held
50K
Value
$230.50K

IAC InterActive Corp.
IAC
Shares Held
47K
Value
$1.82M

NextNav Inc.
NN
Shares Held
25K
Value
$416.00K

Fomento Económico Mexicano, S.A.B. de C.V.
FMX
Shares Held
7K
Value
$665.45K

Spectrum Brands Holdings, Inc.
SPB
Shares Held
5K
Value
$295.40K
