Arko CORP (ARKO) 13F Positioning & Ownership Changes (Q2 2026)

ARKO ranks #3637 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

153 institutions disclose a position in ARKO, but none treat it as a major bet — even Davidson Kempner Capital Management LP, its most concentrated holder, allocates just 2.2% of its own portfolio to it.

Davidson Kempner Capital Management LP has added to its ARKO position for two straight quarters, increasing it by $80.8M to reach $185.8M today.

Barclays PLC has trimmed its ARKO position for two straight quarters, cutting it by $617.7K while still holding $98.4K.

ARKO is up 5.3% today, and institutions have been net buyers of $76.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ARKO posted net income of $14.8M over the trailing twelve months, and currently trades at a P/E of 36.8.

• Profitable — net income of $14.8M over the trailing twelve months
• Revenue grew 114.7% year over year
• Net income declined year over year, from $14.8M to $14.8M
• Generated $192.6M in positive operating cash flow
• Current ratio of 1.66x — enough short-term assets to cover short-term liabilities
• Liabilities run 11.85x equity — a highly leveraged balance sheet worth noting