AREX Capital Management, LP Buys The Western Union Co, The ODP Corp, Encompass Health Corp, Sells Spectrum Brands Holdings Inc, Meredith Holdings Corp, Meredith Holdings Corp

• New Purchases: WU, SCPL, LYLT, MRCY,
• Added Positions: ODP, EHC, EPAY, IAC, BCO, SGMS, BALY,
• Reduced Positions: SPB, APG, BBWI, PRMW,
• Sold Out: MDP, MDP, MXCT,

For the details of AREX Capital Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/arex+capital+management%2C+lp/current-portfolio/portfolio

1. Post Holdings Inc (POST) - 616,637 shares, 31.22% of the total portfolio. Shares reduced by 0.24%
2. Liberty SiriusXM Group (LSXMK) - 1,005,306 shares, 22.96% of the total portfolio.
3. Fiesta Restaurant Group Inc (FRGI) - 2,508,911 shares, 12.41% of the total portfolio. Shares reduced by 0.27%
4. The ODP Corp (ODP) - 285,500 shares, 5.04% of the total portfolio. Shares added by 78.44%
5. Skillsoft Corp (SKIL) - 1,115,500 shares, 4.58% of the total portfolio. Shares reduced by 0.45%

AREX Capital Management, LP initiated holding in The Western Union Co. The purchase prices were between $15.82 and $21.29, with an estimated average price of $18.37. The stock is now traded at around $20.090000. The impact to a portfolio due to this purchase was 3.41%. The holding were 425,000 shares as of 2021-12-31.

AREX Capital Management, LP initiated holding in SciPlay Corp. The purchase prices were between $13.49 and $21.99, with an estimated average price of $17.78. The stock is now traded at around $13.560000. The impact to a portfolio due to this purchase was 1.08%. The holding were 175,000 shares as of 2021-12-31.

AREX Capital Management, LP initiated holding in Loyalty Ventures Inc. The purchase prices were between $27.91 and $49.08, with an estimated average price of $32.29. The stock is now traded at around $24.190000. The impact to a portfolio due to this purchase was 0.47%. The holding were 35,000 shares as of 2021-12-31.

AREX Capital Management, LP initiated holding in Mercury Systems Inc. The purchase prices were between $46.71 and $55.92, with an estimated average price of $50.76. The stock is now traded at around $52.980000. The impact to a portfolio due to this purchase was 0.32%. The holding were 13,100 shares as of 2021-12-31.

AREX Capital Management, LP added to a holding in The ODP Corp by 78.44%. The purchase prices were between $35.94 and $45.79, with an estimated average price of $41.02. The stock is now traded at around $44.590000. The impact to a portfolio due to this purchase was 2.22%. The holding were 285,500 shares as of 2021-12-31.

AREX Capital Management, LP added to a holding in Encompass Health Corp by 58.11%. The purchase prices were between $56.6 and $73.44, with an estimated average price of $64.67. The stock is now traded at around $66.690000. The impact to a portfolio due to this purchase was 1.26%. The holding were 117,000 shares as of 2021-12-31.

AREX Capital Management, LP added to a holding in Bottomline Technologies Inc by 34.62%. The purchase prices were between $38.06 and $56.65, with an estimated average price of $47.02. The stock is now traded at around $56.720000. The impact to a portfolio due to this purchase was 0.57%. The holding were 87,500 shares as of 2021-12-31.

AREX Capital Management, LP added to a holding in IAC/InterActiveCorp by 42.86%. The purchase prices were between $122.47 and $156.76, with an estimated average price of $137.28. The stock is now traded at around $134.790000. The impact to a portfolio due to this purchase was 0.44%. The holding were 25,000 shares as of 2021-12-31.

AREX Capital Management, LP sold out a holding in Meredith Holdings Corp. The sale prices were between $54.43 and $59.07, with an estimated average price of $58.21.

AREX Capital Management, LP sold out a holding in Meredith Holdings Corp. The sale prices were between $54.43 and $59.07, with an estimated average price of $58.21.

AREX Capital Management, LP sold out a holding in MaxCyte Inc. The sale prices were between $8.87 and $12.94, with an estimated average price of $10.71.