AREX Capital Management, LP

Portfolio Overview

AREX Capital Management’s 13F as of 2025-09-30 shows a concentrated, actively managed equity portfolio with total reported market value of $32.65 million, down 36.4% from $51.30 million at 2025-06-30. The filer currently holds 8 reported positions (down from a larger set previously), with no newly opened tickers this quarter, 11 positions exited, five stakes increased, and three reduced. The quarter’s activity is characterized by consolidation into a smaller number of larger...