HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ENHABIT INC |
2,414,118 | +74,893 | $24,986 |
| EHAB | 2,414,118 | +74,893 | $24,986 |
| THE ODP CORP |
203,500 | -363,842 | $11,457 |
| ODP | 203,500 | -363,842 | $11,457 |
| NCR VOYIX CORPORATION |
302,900 | -1,447,000 | $8,203 |
| NCR | 302,900 | -1,447,000 | $8,203 |
| SPECTRUM BRANDS HLDGS INC NE |
80,000 | -15,000 | $6,382 |
| SPB | 80,000 | -15,000 | $6,382 |
| KBR INC |
95,000 | +40,000 | $5,264 |
| KBR | 95,000 | +40,000 | $5,264 |
| NCR ATLEOS CORPORATION |
210,000 | +210,000 | $5,101 |
| NATL | 210,000 | +210,000 | $5,101 |
| CANNAE HLDGS INC |
212,500 | +37,500 | $4,146 |
| CNNE | 212,500 | +37,500 | $4,146 |
| WEX INC |
18,750 | -6,250 | $3,648 |
| WEX | 18,750 | -6,250 | $3,648 |
| TOPGOLF CALLAWAY BRANDS CORP |
79,197 | -340,803 | $1,136 |
| MODG | 79,197 | -340,803 | $1,136 |
| ORTHOFIX MED INC |
51,368 | +51,368 | $692 |
| OFIX | 51,368 | +51,368 | $692 |
See Full List: All Stocks Held By AREX Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By AREX Capital Management LP
|
Size ($ in 1000's)
At 12/31/2023: $71,558 At 09/30/2023: $147,028 AREX Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from AREX Capital Management LP 13F filings. Link to 13F filings: SEC filings |
