AREX Capital Management, LP

Position in SKIL — Skillsoft Corp.

CIK 1800261 NEW YORK, NY

Position in SKIL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$914,460

-$1,323,687 QoQ

Shares Held

213,161

-11.4% QoQ

Ownership

2.38%

of shares outstanding

% of Portfolio

3.60%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

AREX Capital Management, LP holds $914,460 across 1 Education & Training Services name. SKIL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SKIL	Skillsoft Corp. This page	213,161	$914,460

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$914,460	213,161	-11.4%	Shares	Sole	2026-05-15
2025-12-31	$2,238,147	240,661	-40.3%	Shares	Sole	2026-02-17
2025-09-30	$5,252,150	403,391	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$6,458,124	404,391	+1.4%	Shares	Sole	2025-08-14
2025-03-31	$7,675,990	398,960	+16.8%	Shares	Sole	2025-05-15
2024-12-31	$8,187,635	341,721	+75.1%	Shares	Sole	2025-02-14
2024-09-30	$3,024,530	195,131	+133.0%	Shares	Sole	2024-11-14
2024-06-30	$1,158,179	83,744	-12.7%	Shares	Sole	2024-08-14
2024-03-31	$863,091	95,899	+210.4%	Shares	Sole	2024-05-15
2023-12-31	$543,204	30,899	-97.8%	Shares	Sole	2024-02-14
2023-09-30	$1,270,049	1,433,464	+202.8%	Shares	Sole	2023-11-14
2023-06-30	$587,095	473,464	+29.4%	Shares	Sole	2023-08-14
2023-03-31	$731,928	365,964	+0.6%	Shares	Sole	2023-05-15
2022-12-31	$472,927	363,790	-69.6%	Shares	Sole	2023-02-14
2022-09-30	$2,187,765	1,195,500	-5.2%	Shares	Sole	2022-11-14
2022-06-30	$4,436,960	1,260,500	+13.0%	Shares	Sole	2022-08-15
2021-12-31	$10,206,825	1,115,500	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$13,098,645	1,120,500	+16.4%	Shares	Sole	2021-11-15
2021-06-30	$9,485,550	963,000	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.