AREX Capital Management, LP: NATL position timeline

AREX Capital Management, LP held 0 NATL shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -87,500 shares

   13F-HR 0000919574-25-004657 filed by AREX Capital Management, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-03-31

   13F 87,500 shares

   Change vs previous 13F +2,500 shares

   4.69% of the 13F portfolio, value $2,308,250.

   13F-HR 0000919574-25-003057 filed by AREX Capital Management, LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 85,000 shares

   Change vs previous 13F -47,500 shares

   4.11% of the 13F portfolio, value $2,883,200.

   13F-HR 0000919574-25-001162 filed by AREX Capital Management, LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 132,500 shares

   Change vs previous 13F -55,000 shares

   4.59% of the 13F portfolio, value $3,780,225.

   13F-HR 0000919574-24-006593 filed by AREX Capital Management, LP
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 187,500 shares

   Change vs previous 13F not available

   5.79% of the 13F portfolio, value $5,066,250.

   13F-HR 0000919574-24-004659 filed by AREX Capital Management, LP
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).