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AREX Capital Management, LP Historic Quarter Change: Foreign Stocks, Sold Out

AREX Capital Management, LP historic quarter change: Foreign Stocks, Sold out

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 9 quarters from 2023-12-31 to 2026-03-31, AREX Capital Management, LP opened 2 positions, added to 1, reduced 0 and sold out of 2.

  • Q1 2026: Stock FMX; Country of operation —; Class SPON ADR UNITS; Shares before 6,584.
  • Q1 2025: Stock FMX; Country of operation —; Class SPON ADR UNITS; Shares before 3,255.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1800261), 9 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026FMX
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS6,5840-6,584$665,445$0-$665,4452026-05-15
Q1 2025FMX
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS3,2550-3,255$278,270$0-$278,2702025-05-15

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