FMX β€” FOMENTO ECONOMICO MEXICANO S

Ownership history in AREX Capital Management, LP  Β·  3 quarters on record

AI Ownership Summary

AREX Capital Management, LP reported FOMENTO ECONOMICO MEXICANO S (FMX) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.89% in 2025 Q4. The latest visible filing shows FMX at 1.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AREX Capital Management, LP's position in FOMENTO ECONOMICO MEXICANO S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FMX was reported at 1.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.89% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AREX Capital Management, LP held FMX β€” position size vs. price
% of Fund (quarterly)    FMX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,584 +3,184 +93.6% 1.89% $665K 2026-02-14 (Est.) $114.39
2025 Q3 ADDED 3,400 +145 +4.5% 0.77% $335K 2025-11-14 $94.04
2024 Q4 INITIATED 3,255 β€” β€” 0.40% $278K 2025-02-14 $87.78

🏒 Other funds also holding FMX

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.0%

FAQ About AREX Capital Management, LP and FMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has AREX Capital Management, LP reported owning FMX?

AREX Capital Management, LP reported FMX across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FMX position in AREX Capital Management, LP's portfolio?

The largest reported portfolio weight for FMX was 1.89% in 2025 Q4.

What is the latest reported FMX position on this page?

The most recent filing on this page is 2025 Q4, when AREX Capital Management, LP reported 6,584 shares, equal to 1.89% of portfolio, with an estimated market value of $665K.

What does the chart on this FMX ownership page compare?

The chart compares AREX Capital Management, LP's quarterly FMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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