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Arex Capital Management, LP: 13F holdings, Q1 2026

Hedge fund · SEC EDGAR filings (CIK 1800261) · Explore on the interactive board

Arex Capital Management, LP disclosed 26 US equity positions worth $60.5m in its Q1 2026 13F filing (holdings as of March 31, 2026, filed May 15, 2026). Its largest position is ENHABIT INC at 58.1% of the reported book, followed by PPLI, GNW. The top ten holdings are 92.8% of the book, and the portfolio behaves like about 3 equal-weight positions. Versus the prior filing it opened 26 new positions, added to 0, reduced 0 and exited 0. Note: this manager's most recent filing is 3935 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3935 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$60.5mreported US equity book
26positions
58.1%largest position
92.8%top 10 weight
2.69effective positions (1/HHI)
1quarters on file since Q1 2026

What does Arex Capital Management, LP own? Top holdings as of March 31, 2026

Change is measured in shares against the previous filing, so price moves do not read as decisions. This quarter: 26 new, 0 added, 0 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 ENHABIT INC 58.1%$35.1m2,494,155 new
2 PPLI IAC INC Communication Services 16.5%$10.0m250,000 new
3 GNW GENWORTH FINL INC Financial Services 6.9%$4.2m515,616 new
4 CALY CALLAWAY GOLF CO Consumer Cyclical 4.1%$2.5m178,700 new
5 VYX NCR VOYIX CORPORATION Technology 1.7%$1.0m158,864 new
6 SKIL SKILLSOFT CORP 1.5%$914.5k213,161 new
7 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 1.5%$903.0k150,000 new
8 TAC TRANSALTA CORP Utilities 0.9%$525.9k40,000 new
9 RIOT RIOT PLATFORMS INC Financial Services 0.9%$525.3k42,500 new
10 GOOG ALPHABET INC Communication Services 0.8%$487.7k1,700 new
11 PRGO PERRIGO CO PLC Healthcare 0.8%$483.3k45,000 new
12 KBR KBR INC Industrials 0.8%$460.8k12,500 new
13 WEX WEX INC Technology 0.8%$459.1k3,000 new
14 AAPL APPLE INC Technology 0.8%$456.8k1,800 new
15 CNR CORE NATURAL RESOURCES INC Energy 0.7%$445.1k4,250 new
16 KD KYNDRYL HLDGS INC Technology 0.7%$393.6k30,000 new
17 FIP FTAI INFRASTRUCTURE INC 0.6%$370.5k75,000 new
18 APTV APTIV PLC Consumer Cyclical 0.3%$208.3k3,000 new
19 ARCC ARES CAPITAL CORP Financial Services 0.3%$171.2k9,500 new
20 PSEC PROSPECT CAP CORP 0.3%$169.7k65,000 new
21 BXSL BLACKSTONE SECD LENDING FD 0.3%$165.8k7,000 new
22 OCSL OAKTREE SPECIALTY LENDING 0.2%$141.2k12,500 new
23 MSDL MORGAN STANLEY DIRECT LENDIN 0.2%$132.6k9,500 new
24 HTGC HERCULES CAPITAL INC 0.2%$118.2k8,000 new
25 NN NEXTNAV INC Technology 0.1%$88.1k5,500 new
26 GOLDMAN SACHS BDC INC 0.1%$79.0k8,900 new

Sector mix

SectorWeight
Communication Services17.3%
Financial Services8.1%
Consumer Cyclical5.9%
Technology4.0%
Utilities0.9%
Healthcare0.8%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q1 202626$60.5m

How concentrated is Arex Capital Management, LP's portfolio?

Across every quarter Arex Capital Management, LP has filed, its median largest position is 58.1% of the book and its median top-ten weight is 92.8%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).