AREX Capital Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$70.2B
Holdings
14
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EHABENHABIT INC | 2,490,795 | $19.5B | 27.71% | |
| 2 | CNNECANNAE HLDGS INC | 940,290 | $18.7B | 26.60% | |
| 3 | SKILSKILLSOFT CORP | 341,721 | $8.2B | 11.66% | |
| 4 | CALYTOPGOLF CALLAWAY BRANDS CORP | 598,800 | $4.7B | 6.70% | |
| 5 | VYXNCR VOYIX CORPORATION | 334,436 | $4.6B | 6.59% | |
| 6 | ODP1THE ODP CORP | 163,500 | $3.7B | 5.30% | |
| 7 | NATLNCR ATLEOS CORPORATION | 85,000 | $2.9B | 4.11% | |
| 8 | OFIXORTHOFIX MED INC | 100,000 | $1.7B | 2.49% | |
| 9 | XRAYDENTSPLY SIRONA INC | 90,000 | $1.7B | 2.43% | |
| 10 | WDCWESTERN DIGITAL CORP | 22,500 | $1.3B | 1.91% | |
| 11 | BNBROOKFIELD CORP | 22,765 | $1.3B | 1.86% | |
| 12 | 0J7QIAC INC | 27,500 | $1.2B | 1.69% | |
| 13 | —BOLT PROJS HLDGS INC | 780,771 | $376.3M | 0.54% | |
| 14 | FMXFOMENTO ECONOMICO MEXICANO S | 3,255 | $278.3M | 0.40% |