Arex Capital Management, LP Portfolio Holdings
Arex Capital Management, LP
- $52.3 Million
- Q2 2025
Arex Capital Management, LP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $52.3 Million distributed in 19 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Enhabit, Inc. with a value of $23.9M, Callaway Golf CO with a value of $13.3M, Ncr Corp with a value of $5.4M, Iac/Inter Active Corp with a value of $2.48M, and Odp Corp with a value of $2.18M.
Examining the 13F form we can see an increase of $3.68M in the current position value, from $48.6M to 52.3M.
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
$52.3 Million
Healthcare: $26.1 Million
Consumer Cyclical: $16.6 Million
Technology: $5.4 Million
Communication Services: $2.78 Million
Financial Services: $403,000
Energy: $370,000
Utilities: $269,000