StockDriftsStockDriftsTop 26 Arex Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EHAB | ENHABIT INC | 58.07% | 2.49M | $35.1M | +0.01%(+283) | $12.65(+9.11%) | 2026-03-31 | |
| IAC | IAC INC | 16.54% | 250.0K | $10.0M | +437.63%(+203.50K) | $39.78(+0.25%) | 2026-03-31 | |
| GNW | GENWORTH FINL INC | 6.92% | 515.6K | $4.2M | new | $8.57(+5.77%) | 2026-03-31 | |
| CALY | CALLAWAY GOLF CO | 4.1% | 178.7K | $2.5M | -60.55%(-274.30K) | $13.32(+14.37%) | 2026-03-31 | |
| VYX | NCR VOYIX CORPORATION | 1.66% | 158.9K | $1.0M | +30.90%(+37.50K) | $13.23(-49.67%) | 2026-03-31 | |
| SKIL | SKILLSOFT CORP | 1.51% | 213.2K | $914K | -11.43%(-27.50K) | $20.73(-68.30%) | 2026-03-31 | |
| XPOF | XPONENTIAL FITNESS INC | 1.49% | 150.0K | $903K | new | $7.12(-32.77%) | 2026-03-31 | |
| TAC | TRANSALTA CORP | 0.87% | 40.0K | $526K | new | $11.16(+14.54%) | 2026-03-31 | |
| RIOT | RIOT PLATFORMS INC | 0.87% | 42.5K | $525K | new | $12.51(+87.69%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 0.81% | 1.7K | $488K | new | $300.33(+30.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.63% | +17.86% |
| Top 20 Holdings Unweighted | +1.68% | +5.14% |
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