Arex Capital Management, LP Portfolio Holdings
Arex Capital Management, LP
- $84.3 Million
- Q2 2024
Arex Capital Management, LP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $84.3 Million distributed in 13 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Cannae Holdings, Inc. with a value of $22.9M, Enhabit, Inc. with a value of $22.1M, Odp Corp with a value of $9.44M, Callaway Golf CO with a value of $9.06M, and Ncr Corp with a value of $8.11M.
Examining the 13F form we can see an increase of $2.41M in the current position value, from $81.9M to 84.3M.
Arex Capital Management, LP is based out at New York, NY
Below you can find more details about Arex Capital Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$84.3 Million
Consumer Cyclical: $41.4 Million
Healthcare: $25.1 Million
Technology: $8.44 Million
Industrials: $6.57 Million
Consumer Defensive: $2.45 Million
Basic Materials: $338,000
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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