13F Filings History of AREX Capital Management, LP

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$43,402,338
Signature - Title
Jason Abrams - Chief Financial Officer & Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by AREX Capital Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AREX Capital Management, LP reported 12 stock holdings with total value $43,402,338 as of Q3 2025. Top holdings included EHAB, SKIL, MODG, VYX, and IAC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 12 $43,402,338 +$1,875,806 -$6,508,139 -$4,632,333 EHAB, SKIL, MODG, VYX, IAC 13F-HR 14 Nov 2025, 12:18
Q2 2025 19 $51,303,799 +$3,617,671 -$3,879,721 -$262,050 EHAB, SKIL, MODG, VYX, IAC 13F-HR 13 Aug 2025, 17:56
Q1 2025 13 $48,982,435 +$3,600,048 -$19,166,039 -$15,565,991 EHAB, SKIL, MODG, VYX, IAC 13F-HR 14 May 2025, 17:54
Q4 2024 14 $70,195,931 +$9,705,112 -$21,037,383 -$11,332,271 EHAB, CNNE, SKIL, MODG, VYX 13F-HR 13 Feb 2025, 17:45
Q3 2024 13 $82,275,725 +$10,360,719 -$11,599,921 -$1,239,202 CNNE, EHAB, MODG, KBR, VYX 13F-HR 14 Nov 2024, 10:28
Q2 2024 13 $87,548,544 +$17,648,551 -$9,638,099 +$8,010,452 CNNE, EHAB, ODP, MODG, KBR 13F-HR 14 Aug 2024, 11:46
Q1 2024 10 $89,292,084 +$24,679,012 -$6,127,088 +$18,551,924 EHAB, CNNE, ODP, NATL, KBR 13F-HR 15 May 2024, 09:57
Q4 2023 11 $68,476,678 +$10,059,713 -$75,124,172 -$65,064,459 EHAB, ODP, SPB, KBR, VYX 13F-HR 14 Feb 2024, 15:02
Q3 2023 11 $147,027,412 +$57,424,040 -$47,107,779 +$10,316,261 VYX, EHAB, ODP, FRGI, SPB 13F-HR 14 Nov 2023, 10:24
Q2 2023 11 $134,869,918 +$32,421,843 -$40,818,287 -$8,396,444 LSXMK, EHAB, VYX, FRGI, SPB 13F-HR 14 Aug 2023, 16:38
Q1 2023 15 $137,055,283 +$19,564,603 -$41,029,514 -$21,464,911 POST, LSXMK, FRGI, VYX, EHAB 13F-HR 15 May 2023, 12:34
Q4 2022 17 $166,263,426 +$10,104,155 -$15,137,761 -$5,033,606 POST, LSXMK, FRGI, BRBR, SPB 13F-HR 14 Feb 2023, 10:01
Q3 2022 17 $150,580,000 +$7,858,955 -$6,339,746 +$1,519,209 POST, LSXMK, FRGI, BRBR, VYX 13F-HR 14 Nov 2022, 10:36
Q2 2022 14 $163,273,000 +$8,957,135 -$7,886,691 +$1,070,444 POST, LSXMK, BRBR, FRGI, SPB 13F-HR 15 Aug 2022, 10:07
Q1 2022 16 $173,222,000 +$40,142,749 -$44,222,544 -$4,079,795 LSXMK, POST, FRGI, BRBR, SPB 13F-HR 16 May 2022, 09:29
Q4 2021 19 $222,638,000 +$22,614,289 -$18,384,473 +$4,229,816 POST, LSXMK, FRGI, ODP, SKIL 13F-HR 14 Feb 2022, 10:27
Q3 2021 17 $214,216,000 +$25,051,134 -$18,739,973 +$6,311,161 POST, LSXMK, FRGI, SPB, SKIL 13F-HR 15 Nov 2021, 09:54
Q2 2021 16 $209,210,000 +$70,933,162 -$37,391,465 +$33,541,697 POST, LSXMK, FRGI, SPB, SKIL 13F-HR 16 Aug 2021, 11:25
Q1 2021 14 $170,105,000 +$32,009,362 -$27,294,266 +$4,715,096 LSXMK, SPB, FRGI, POST, BCO 13F-HR 17 May 2021, 15:16
Q4 2020 9 $156,256,000 +$59,345,170 -$85,032,908 -$25,687,738 LSXMK, SPB, FRGI, CCX, BCO 13F-HR 16 Feb 2021, 12:45
Q3 2020 10 $155,701,000 +$82,256,960 -$11,454,668 +$70,802,292 IAC, SPB, FRGI, APG, SCPL 13F-HR 16 Nov 2020, 16:21
Q2 2020 10 $69,643,000 +$18,628,818 -$7,452,144 +$11,176,674 SPB, FRGI, APG, SCPL, ZAGG 13F-HR 14 Aug 2020, 16:06
Q1 2020 7 $85,407,000 +$10,590,674 -$27,174,300 -$16,583,626 IAC, FRGI, SPB, SCPL, ZAGG 13F-HR 15 May 2020, 16:07
Q4 2019 11 $150,727,000 $0 $0 $0 IAC, ZAGG, SPB, SCPL, FRGI 13F-HR 14 Feb 2020, 16:12