0000919574-24-003113.txt : 20240515 0000919574-24-003113.hdr.sgml : 20240515 20240515095705 ACCESSION NUMBER: 0000919574-24-003113 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 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: 24947778 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 03-31-2024 03-31-2024 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 05-15-2024 0 10 89292084 INFORMATION TABLE 2 infotable.xml CANNAE HLDGS INC COM 13765N107 18420925 828279 SH SOLE 828279 0 0 ENHABIT INC COM 29332G102 28115050 2413309 SH SOLE 2413309 0 0 KBR INC COM 48242W106 7002600 110000 SH SOLE 110000 0 0 NCR ATLEOS CORPORATION COM SHS 63001N106 8295000 420000 SH SOLE 420000 0 0 NCR VOYIX CORPORATION COM 62886E108 5562252 440400 SH SOLE 440400 0 0 ORTHOFIX MED INC COM 68752M108 3194400 220000 SH SOLE 220000 0 0 SKILLSOFT CORP CL A 83066P309 863091 95899 SH SOLE 95899 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 5340600 60000 SH SOLE 60000 0 0 THE ODP CORP COM 88337F105 10106025 190500 SH SOLE 190500 0 0 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 2392141 147937 SH SOLE 147937 0 0