Arex Capital Management, LP - Q12026 Holdings

Arex Capital Management, LP holds 26 stocks with a total portfolio value of $ 60.52M as of Q12026. In Q12026, Arex Capital Management, LP added 19 new positions, increased stakes in 4 stocks, reduced 3 holdings, and fully exited 2 positions. The largest holding is Enhabit Inc (EHAB), representing 58.07% of the total portfolio.