SEC 13F Intelligence

Arex Capital Management, LP / EHABUSD

Arex Capital Management, LP’s Enhabit Inc Position

Does Arex Capital Management, LP own Enhabit Inc (EHABUSD)? Yes2.49M shares worth $35M (+58.07% of its 13F portfolio) as of Q1 2026, up from 2.49M shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
2.49M
% of Portfolio
+58.07%
Quarters Held
15
currently held

Position History EHABUSD

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $1MQ1 ’23: $10MQ1 ’23Q2 ’23: $26MQ3 ’23: $26MQ3 ’23Q4 ’23: $25MQ1 ’24: $28MQ1 ’24Q2 ’24: $22MQ3 ’24: $19MQ3 ’24Q4 ’24: $19MQ1 ’25: $22MQ1 ’25Q2 ’25: $24MQ3 ’25: $20MQ3 ’25Q4 ’25: $23MQ1 ’26: $35MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.49M$35M+58.07%
Q4 20252.49M$23M+65.36%
Q3 20252.49M$20M+45.94%
Q2 20252.48M$24M+46.65%
Q1 20252.48M$22M+44.24%
Q4 20242.49M$19M+27.71%
Q3 20242.44M$19M+23.45%
Q2 20242.47M$22M+25.19%
Q1 20242.41M$28M+31.49%
Q4 20232.41M$25M+36.49%
Q3 20232.34M$26M+17.90%
Q2 20232.29M$26M+19.49%
Q1 2023717.1K$10M+7.28%
Q4 202299.4K$1M+0.79%
Q3 2022109.9K$2M+1.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arex Capital Management, LP’s full portfolio or all institutional holders of EHABUSD.