AREX Capital Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, AREX Capital Management, LP held in its portfolio 9 assets valued at $35,181,569 (i.e. $35.18M).

The most valuable assets in the portfolio included: ENHABIT INC ($22.99M), TOPGOLF CALLAWAY BRANDS CORP ($5.29M), and SKILLSOFT CORP ($2.24M).

The chart below shows the top 9 valuable assets, and the table below shows the top 9 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in AREX Capital Management, LP Portfolio

ENHABIT INC

TOPGOLF CALLAWAY BRANDS CORP

SKILLSOFT CORP

IAC INC

NCR VOYIX CORPORATION

FOMENTO ECONOMICO MEXICANO S

NEXTNAV INC

SPECTRUM BRANDS HLDGS INC NE

FTAI INFRASTRUCTURE INC

AREX Capital Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ENHABIT INC	2493872	22993500	COM
TOPGOLF CALLAWAY BRANDS CORP	453000	5286510	COM
SKILLSOFT CORP	240661	2238147	CL A
IAC INC	46500	1818150	COM NEW
NCR VOYIX CORPORATION	121364	1237917	COM
FOMENTO ECONOMICO MEXICANO S	6584	665445	SPON ADR UNITS
NEXTNAV INC	25000	416000	COMMON STOCK
SPECTRUM BRANDS HLDGS INC NE	5000	295400	COM
FTAI INFRASTRUCTURE INC	50000	230500	COMMON STOCK