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

REX ranks #2688 out of 37501 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.

229 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.

BlackRock has added to its REX position for two straight quarters, increasing it by $77.9M to reach $255.6M today.

Brown Advisory Inc has trimmed its REX position for two straight quarters, cutting it by $7.0M while still holding $22.9M.

REX is up 0.9% today, and institutions have been net buyers of $114.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

REX posted net income of $106.1M over the trailing twelve months, and currently trades at a P/E of 12.9.

• Profitable — net income of $106.1M over the trailing twelve months
• Revenue grew 1.4% year over year
• Net income improved year over year, from $69.9M to $106.1M
• Generated $117.8M in positive operating cash flow
• Current ratio of 5.94x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.31x equity — within a conventional range