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CIK: 0002021808
Total reported value
$36.7M
$36.7M
16 檔
90.5%
As reported in its official Q2 2025 Form 13F filing, Arkhouse Management Co. LP's tracked investment portfolio stood at $36.7M with 16 total positions.
During Q2 2025, Arkhouse Management Co. LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PPLI | People Inc | Stock-Comm Services | 78.76% | -24.87% | +16.54% | |
| 2 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 2.97% | +2.26% | NEW | |
| 3 | JACK | Jack In THE Box Inc | Stock-Other | 2.38% | +2.40% | NEW | |
| 4 | FVR | Frontview Reit Inc | Stock-Other | 2.19% | +2.75% | NEW | |
| 5 | ELME | Elme Communities | Stock-Other | 1.42% | +1.51% | NEW | |
| 6 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 1.35% | +1.28% | NEW | |
| 7 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 1.35% | — | — | |
| 8 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.34% | +1.36% | NEW | |
| 9 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 1.32% | +1.34% | NEW | |
| 10 | SILA | Sila Realty Trust Inc | Stock-Other | 1.29% | +1.41% | NEW | |
| 11 | IRT | Independence Realty Trust In | Stock-Real Estate | 1.29% | +2.05% | NEW | |
| 12 | AKR | Acadia Realty Trust | Stock-Other | 1.24% | +0.66% | +108.78% | |
| 13 | CSR | Centerspace | Stock-Other | 1.02% | +3.10% | NEW | |
| 14 | PLYM | Plymouth Industrial Reit Inc | Stock-Other | 0.77% | +1.25% | NEW | |
| 15 | CSIQ | Canadian Solar Inc | Stock-Other | 0.74% | — | — | |
| 16 | NMRK | Newmark Group Inc-class A | Stock-Other | 0.58% | — | — |
According to official SEC Form 13F filings, Arkhouse Management Co. LP reported a total U.S. public equity portfolio value of $36.7M across 16 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PPLI, COLD, JACK) accounted for 90.5% of total reported equity market value during Q2 2025.
During Q2 2025, Arkhouse Management Co. LP's top holdings by market value included PPLI (78.8%)、COLD (3.0%)、JACK (2.4%). The largest single position, PPLI, represented 78.8% of total portfolio value.
In Q2 2025, Arkhouse Management Co. LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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