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REX American Resources Corporation

REX Materials
$44.12 +$0.71 (1.64%)
Market Cap: $1.45 B
Gurus Holding
6
Popularity Rank
#1501
% of Shares Held
6.36%
Net Activity (Q1 2026)
-$9.68 M

Guru Ownership Trend

Guru Analysis for REX American Resources Corporation (REX)

REX American Resources Corporation (REX), a key player in the Materials sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $92.44 M.

Top institutional holders include Renaissance Technologies (RenTech) and HOTCHKIS & WILEY.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $9.68 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Chuck Royce reduced exposure by 30.6%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$2.33 M
Total Buy Value
New Buys 1
Additions 2
-$12.01 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for REX American Resources Corporation (REX)

Major holders include Renaissance Technologies (RenTech) ($69.43 M), HOTCHKIS & WILEY ($13.72 M), Cliff Asness ($7.9 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.1 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $9.68 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited REX. The total reported sell value was $12.01 M.

Yes, 1 managers opened new positions in REX, and 2 increased their existing holdings. The total reported buy value was $2.33 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.11% Reduce -4.5% 1,523,594 $69.43 M Q1 2026
0.04% Reduce -28.5% 301,082 $13.72 M Q1 2026
0.00% Add 20.5% 173,380 $7.9 M Q1 2026
0.00% Add 3.9% 50,300 $2.29 M Q1 2026
0.01% Reduce -30.6% 26,968 $1.23 M Q1 2026
0.01% New Buy 19,800 $902,286 Q1 2026
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