Rex American Resources CORP (REX) Quarterly Institutional 13F Update (Q2 2026)

REX ranks #2671 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

REX is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

231 institutions disclose a position in REX, but none treat it as a major bet — even AWH Capital, L.P., its most concentrated holder, allocates just 4.6% of its own portfolio to it.

SummerHaven Investment Management, LLC has trimmed its REX position for two straight quarters, cutting it by $499.2K while still holding $807.6K.

REX is down 6.1% today, but institutions show net buying of $114.9M this quarter — a divergence between today's price move and the underlying institutional flow.

REX posted net income of $137.4M over the trailing twelve months, and currently trades at a P/E of 10.2.

• Profitable — net income of $137.4M over the trailing twelve months
• Revenue grew 1.3% year over year
• Net income improved year over year, from $64.2M to $137.4M
• Generated $117.8M in positive operating cash flow
• Current ratio of 5.94x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting