Activist profile

AREX Capital Management, LP

Campaigns

Proxy fights

Settlements

Directors placed

Style

Deal-maker

AREX Capital Management, LP is one of the U.S. shareholder activists tracked by Boardroom Alpha, with 3 disclosed campaigns since 2020. Recent U.S. targets include Enhabit Inc and Fiesta Restaurant Group Inc.

Recent activity

Notable Campaigns

Year	Ticker	Target	Type
2024	EHAB	Enhabit Inc	Proxy fight
2020	FRGI	Fiesta Restaurant Group Inc	Cooperation agreement

Full campaign history, dissident slates, per-nominee seat outcomes, and filings timelines inside the platform →

Current positions

Top Holdings

Q ending Mar 31, 2026

Ticker	Company	% of float	Position value
EHAB	Enhabit Inc	4.87%	$35M
IAC	Iac Inc	0.34%	$10M
XPOF	Xponential Fitness Inc	0.31%	$903K
GNW	Genworth Financial Inc	0.13%	$4M
VYX	Ncr Voyix Corp	0.12%	$1M

Full portfolio, position changes by quarter, and overlap with AREX’s likely next targets inside the platform →

Last 12 months

Recent SEC Filings

Portfolio (13F)

13F-HRMay 15, 2026
View →·SEC ↗
13F-HRFeb 17, 2026
View →·SEC ↗

Voting (N-PX)

N-PXSep 3, 2025
View →·SEC ↗

Full filings history with parsed positions, voting records, and dissident-proxy timelines inside the platform →

View all filings on SEC EDGAR ↗

Compare

Other Deal-maker activists

Linked profiles

Elliott Investment Management L.P.35 Engaged Capital20 Ancora Advisors, LLC19 Starboard Value17 Trian Fund Management16 Legion Partners Asset Management13 Engine Capital, L.P.11 Barington Capital Group10

Inside Boardroom Alpha

The full AREX Capital Management, LP profile

→Daily-rescored target prediction from the activist's current 13F overlap
→Full detail on every activist board nominee and the election or settlement result
→Per-campaign effectiveness scoring across vote outcomes and concessions
→Composite influence, vote-strength, and negotiating-leverage scoring
→Preferred legal counsel, proxy solicitor, and IR/PR provider history

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