SEC 13F Intelligence

Managers / Q3 2023 · view latest →

AREX Capital Management, LP

CIK 0001800261 · 10 EAST 53RD STREET, 11TH FLOOR, NEW YORK, NY, 10022 · 646-679-4000

Reported Value
$147M
Q3 2023
Positions
11
Filings on Record
26
2019–present window
Filed
Nov 14, 2023
original filing

Summary

Arex Capital Management, LP reported $147M in U.S.-listed holdings across 11 positions for Q3 2023.

The portfolio is heavily concentrated: VYX alone accounts for 32.1% of reported value.

Compared with Q2 2023, the fund opened 3 new positions and exited 3.

Portfolio Metrics

Turnover
+33.0%
vs prior filed quarter
Top-10 Concentration
+99.5%
share of reported value
Largest Position
+32.1%
Ncr
New / Exited
3 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $151MQ4 ’19Q1 ’20: $85MQ2 ’20: $99MQ3 ’20: $156MQ4 ’20: $156MQ4 ’20Q1 ’21: $170MQ2 ’21: $211MQ3 ’21: $214MQ4 ’21: $223MQ4 ’21Q1 ’22: $173MQ2 ’22: $163MQ3 ’22: $151MQ4 ’22: $166MQ4 ’22Q1 ’23: $137MQ2 ’23: $135MQ3 ’23: $147MQ4 ’23: $68MQ4 ’23Q1 ’24: $89MQ2 ’24: $88MQ3 ’24: $82MQ4 ’24: $70MQ4 ’24Q1 ’25: $49MQ2 ’25: $51MQ3 ’25: $43MQ4 ’25: $35MQ4 ’25Q1 ’26: $61Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 99.5%Tracking Stk: 0.5%
  • Common Stock · 99.5% · $146M
  • Tracking Stk · 0.5% · $763,800

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CALYTOPGOLF CALLAWAY BRANDS CORPNEW+420.0K420.0K+$6M$6M
CNNECANNAE HLDGS INCNEW+175.0K175.0K+$3M$3M
LIBERTY MEDIA CORP DELNEW+30.0K30.0K+$763,800$763,800
THE ODP CORPADDED+454.5K567.3K+$21M$26M
SKILLSOFT CORPADDED+960.0K1.43M+$683,527$1M
VYXNCR CORP NEWADDED+921.9K1.75M+$26M$47M
LIBERTY MEDIA CORP DELSOLD OUT1.15M0$38M$0
CONSOL ENERGY INC NEWSOLD OUT57.5K0$4M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2023

11 positions
#IssuerClass% PortfolioValueShares
1VYXNCR CORP NEWhistory →COM32.10%$47M1.75M
2EHABUSDENHABIT INChistory →COM17.90%$26M2.34M
3THE ODP CORPCOM17.81%$26M567.3K
4FIESTA RESTAURANT GROUP INCCOM14.17%$21M2.46M
5SPBSPECTRUM BRANDS HLDGS INC NEhistory →COM5.06%$7M95.0K
6CALYTOPGOLF CALLAWAY BRANDS CORPhistory →COM3.95%$6M420.0K
7WEXWEX INChistory →COM3.20%$5M25.0K
8CNNECANNAE HLDGS INChistory →COM2.22%$3M175.0K
9KBRKBR INChistory →COM2.20%$3M55.0K
10SKILLSOFT CORPCL A0.86%$1M1.43M
11LIBERTY MEDIA CORP DELCOM LBTY SRM S C0.52%$763,80030.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$61M26May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$35M9Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$43M12Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$51M19Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$49M13May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$70M14Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$82M13Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$88M13Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$89M10May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$68M11Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$147M11Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$135M11Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$137M15May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$166M17Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$151M17Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$163M14Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$173M16May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$223M19Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$214M17Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$211M16Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$170M14May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$156M9Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$156M10Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$99M10Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$85M7May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$151M11Feb 14, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.