AREX Capital Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$35.2M
Holdings
9
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EHABENHABIT INC | 2,493,872 | $23.0M | 65.36% | |
| 2 | CALYTOPGOLF CALLAWAY BRANDS CORP | 453,000 | $5.3M | 15.03% | |
| 3 | SKILSKILLSOFT CORP | 240,661 | $2.2M | 6.36% | |
| 4 | 0J7QIAC INC | 46,500 | $1.8M | 5.17% | |
| 5 | VYXNCR VOYIX CORPORATION | 121,364 | $1.2M | 3.52% | |
| 6 | FMXFOMENTO ECONOMICO MEXICANO S | 6,584 | $665K | 1.89% | |
| 7 | KK0NEXTNAV INC | 25,000 | $416K | 1.18% | |
| 8 | SPBSPECTRUM BRANDS HLDGS INC NE | 5,000 | $295K | 0.84% | |
| 9 | FIPFTAI INFRASTRUCTURE INC | 50,000 | $230K | 0.65% |