Arex Capital Management, LP - Q42025 Holdings

Arex Capital Management, LP holds 9 stocks with a total portfolio value of $ 35.18M as of Q42025. In Q42025, Arex Capital Management, LP added 1 new position, increased stakes in 2 stocks, reduced 6 holdings, and fully exited 4 positions. The largest holding is Enhabit Inc (EHAB), representing 65.36% of the total portfolio.