SEC 13F Intelligence

Arex Capital Management, LP / ODP1

Arex Capital Management, LP’s The Odp Corp Position

Does Arex Capital Management, LP own The Odp Corp (ODP1)? Not currently — the last reported position was 55.0K shares worth $2M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2025
Shares
55.0K
% of Portfolio
+3.53%
Quarters Held
17
position exited

Position History ODP1

Reported value by quarter
Q3 ’21: $6MQ3 ’21Q4 ’21: $11MQ1 ’22: $3MQ2 ’22: $4MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $5MQ3 ’23: $26MQ4 ’23: $11MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202555.0K$2M+3.53%
Q2 2025120.0K$2M+4.24%
Q1 2025157.5K$2M+4.59%
Q4 2024163.5K$4M+5.30%
Q3 2024148.8K$4M+5.38%
Q2 2024240.5K$9M+10.79%
Q1 2024190.5K$10M+11.32%
Q4 2023203.5K$11M+16.73%
Q3 2023567.3K$26M+17.81%
Q2 2023112.8K$5M+3.92%
Q1 202373.8K$3M+2.42%
Q4 202274.3K$3M+2.04%
Q3 202280.8K$3M+1.89%
Q2 2022115.8K$4M+2.14%
Q1 202275.8K$3M+2.01%
Q4 2021285.5K$11M+5.04%
Q3 2021160.0K$6M+3.00%

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 ODP1.