0000919574-24-001448.txt : 20240214 0000919574-24-001448.hdr.sgml : 20240214 20240214150214 ACCESSION NUMBER: 0000919574-24-001448 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AREX Capital Management, LP CENTRAL INDEX KEY: 0001800261 ORGANIZATION NAME: IRS NUMBER: 815477716 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20131 FILM NUMBER: 24636501 BUSINESS ADDRESS: STREET 1: 10 EAST 53RD STREET STREET 2: 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 646-679-4000 MAIL ADDRESS: STREET 1: 10 EAST 53RD STREET STREET 2: 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001800261 XXXXXXXX 12-31-2023 12-31-2023 false AREX Capital Management, LP

10 East 53rd Street 11th Floor New York NY 10022

13F HOLDINGS REPORT 028-20131 000289595 801-111777 N Jason Abrams 646-679-4003 /s/ Jason Abrams New York NY 02-14-2024 0 11 68476678 INFORMATION TABLE 2 infotable.xml CANNAE HLDGS INC COM 13765N107 4145875 212500 SH SOLE 212500 0 0 ENHABIT INC COM 29332G102 24986121 2414118 SH SOLE 2414118 0 0 KBR INC COM 48242W106 5263950 95000 SH SOLE 95000 0 0 NCR ATLEOS CORPORATION COM SHS 63001N106 5100900 210000 SH SOLE 210000 0 0 NCR VOYIX CORPORATION COM 62886E108 5122039 302900 SH SOLE 302900 0 0 ORTHOFIX MED INC COM 68752M108 692441 51368 SH SOLE 51368 0 0 SKILLSOFT CORP CL A 83066P309 543204 30899 SH SOLE 30899 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 6381600 80000 SH SOLE 80000 0 0 THE ODP CORP COM 88337F105 11457050 203500 SH SOLE 203500 0 0 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 1135685 79197 SH SOLE 79197 0 0 WEX INC COM 96208T104 3647813 18750 SH SOLE 18750 0 0