AREX Capital Management’s NextNav NN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$88.1K Sell
5,500
-19,500
-78% -$316K 0.15% 25
2025
Q4
$416K Sell
25,000
-2,500
-9% -$35.5K 1.18% 7
2025
Q3
$393K Buy
27,500
+7,500
+38% +$118K 0.91% 11
2025
Q2
$304K Buy
+20,000
New +$257K 0.59% 14

Other funds holding NN

AREX Capital Management's NN Position: Q1 2026 in Review

AREX Capital Management reduced its NextNav (NN) stake by 78% in Q1 2026, selling an estimated $316K and leaving 5,500 shares worth $88.1K. The position accounts for 0.15% of the portfolio, ranked #25.

AREX Capital Management first reported a position in NN in Q2 2025 and has held it in 4 quarters since. The position peaked at $416K in Q4 2025. 192 funds tracked by Wall St. Rank hold NN as of Q1 2026.

  • AREX Capital Management held 5,500 shares of NextNav worth $88.1K as of Q1 2026.
  • AREX Capital Management sold 19,500 NextNav shares in Q1 2026, an estimated $316K.
  • NextNav made up 0.15% of AREX Capital Management's portfolio in Q1 2026, its #25 holding.
  • AREX Capital Management first reported a position in NextNav in Q2 2025 and has held it in 4 quarters since.
  • AREX Capital Management's NextNav position peaked at $416K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held NextNav as of Q1 2026.

Based on AREX Capital Management's 13F filing for Q1 2026, filed 15 May 2026.