REX Advisers, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm’s total holdings as 66 positions with a total value of $21,095,047.
The largest position disclosed in the filing is Hyperliquid Strategies Inc. Class A, held in 74,800 shares. The firm also holds significant positions in Walmart Inc., with 146,000 shares held in both common stock and call options, and Coinbase Global Inc. Class A, with 5,000 shares of common stock.
The portfolio includes a mix of technology and energy companies. Notable holdings include Super Micro Computer Inc. with 22,300 shares of common stock and 22,300 call options; Dell Technologies Inc. Class C with 4,600 shares of common stock; and Riot Platforms Inc. with 41,800 shares of common stock and 41,800 call options.
The filing also lists positions in various other entities, including CleanSpark Inc., Cleveland-Cliffs Inc., Sandisk Corp., and Unity Software Inc. All positions listed are reported as held solely by the filer.