Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-55,000
Closed -$1.53M 11
2025
Q3
$1.53M Sell
55,000
-65,000
-54% -$1.33M 3.53% 7
2025
Q2
$2.18M Sell
120,000
-37,500
-24% -$588K 4.24% 6
2025
Q1
$2.26M Sell
157,500
-6,000
-4% -$115K 4.59% 7
2024
Q4
$3.72M Buy
163,500
+14,750
+10% +$410K 5.3% 6
2024
Q3
$4.43M Sell
148,750
-91,750
-38% -$3.06M 5.38% 6
2024
Q2
$9.44M Buy
240,500
+50,000
+26% +$2.23M 10.79% 3
2024
Q1
$10.1M Sell
190,500
-13,000
-6% -$680K 11.32% 3
2023
Q4
$11.5M Sell
203,500
-363,842
-64% -$17.3M 16.73% 2
2023
Q3
$26.2M Buy
567,342
+454,523
+403% +$21.9M 17.81% 3
2023
Q2
$5.28M Buy
112,819
+39,000
+53% +$1.67M 3.92% 7
2023
Q1
$3.32M Sell
73,819
-500
-0.7% -$24.4K 2.42% 8
2022
Q4
$3.38M Sell
74,319
-6,500
-8% -$278K 2.04% 8
2022
Q3
$2.84M Sell
80,819
-35,000
-30% -$1.24M 1.89% 9
2022
Q2
$3.5M Buy
115,819
+40,000
+53% +$1.61M 2.14% 9
2022
Q1
$3.48M Sell
75,819
-209,681
-73% -$9.17M 2.01% 11
2021
Q4
$11.2M Buy
285,500
+125,500
+78% +$5.16M 5.04% 4
2021
Q3
$6.43M Buy
+160,000
New +$7.2M 3% 6

Other funds holding ODP

AREX Capital Management's ODP Position: Q4 2025 in Review

AREX Capital Management sold out of ODP (ODP) in Q4 2025, closing a stake of 55,000 shares — an estimated $1.53M sold.

AREX Capital Management first reported a position in ODP in Q3 2021 and held it in 17 quarters. The position peaked at $26.2M in Q3 2023. 2 funds tracked by Wall St. Rank hold ODP as of Q4 2025.

  • AREX Capital Management reported no remaining ODP position as of Q4 2025 after selling out during the quarter.
  • AREX Capital Management sold 55,000 ODP shares in Q4 2025, an estimated $1.53M.
  • AREX Capital Management first reported a position in ODP in Q3 2021 and held it in 17 quarters.
  • AREX Capital Management's ODP position peaked at $26.2M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held ODP as of Q4 2025.

Based on AREX Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.