AREX Capital Management as of Dec. 31, 2025
Portfolio Holdings for AREX Capital Management
AREX Capital Management holds 9 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Enhabit Ord (EHAB) | 65.4 | $23M | 2.5M | 9.22 | |
| Callaway Golf Company (CALY) | 15.0 | $5.3M | 453k | 11.67 | |
| Skillsoft Corp Cl A (SKIL) | 6.4 | $2.2M | 241k | 9.30 | |
| Iac Com New (IAC) | 5.2 | $1.8M | 47k | 39.10 | |
| NCR Corporation (VYX) | 3.5 | $1.2M | 121k | 10.20 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 1.9 | $665k | 6.6k | 101.07 | |
| Nextnav Common Stock (NN) | 1.2 | $416k | 25k | 16.64 | |
| Spectrum Brands Holding (SPB) | 0.8 | $295k | 5.0k | 59.08 | |
| Ftai Infrastructure Common Stock (FIP) | 0.7 | $231k | 50k | 4.61 |
