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Asset Manager ← All Institutions

Arkhouse Management Co. LP

Q2 2025 · Filed 2025-08-14
Market Value
$35.4B
Holdings
16
New Purchases
14
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
98.1%
Turnover
87.5%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $1.0B 2.9%
Mid Cap 6 $31.5B 88.8%
Small Cap 6 $2.1B 5.8%
Micro Cap 1 $899M 2.5%

Portfolio Analytics

Avg Market Cap
$4.2B
Median Market Cap
$2.6B
Avg P/E
45.1
Median P/E
31.4
Avg Dividend Yield
0.49%
Avg Beta
1.04
# Stocks
16
# ETFs / Funds
0

Top Holdings (16 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IAC 84.02% 797,670 $29.8B $37,340.00 $29.8B +113,235 +16.5%
2 JACK 2.54% 51,515 $899M $17,460.00 +51,515 NEW
3 FVR 2.34% 68,985 $828M $12,000.00 +68,985 NEW
4 COLD 1.45% 30,905 $514M $16,630.00 +30,905 NEW
5 AMH 1.44% 14,135 $510M $36,069.97 +14,135 NEW
6 DOC 1.44% 29,075 $509M $17,509.99 +29,075 NEW
7 SILA 1.38% 20,640 $489M $23,670.01 +20,640 NEW
8 IRT 1.37% 27,485 $486M $17,690.01 +27,485 NEW
9 AKR 1.32% 25,210 $468M $18,570.01 $468M +13,135 +108.8%
10 PLYM 0.82% 18,110 $291M $16,060.02 +18,110 NEW
11 CSIQ 0.78% 25,200 $278M $11,040.00 +25,200 NEW
12 NMRK 0.62% 18,201 $221M $12,149.99 +18,201 NEW
13 WRE 0.48% 10,712 $170M $15,900.02 +10,712 NEW
14 ELS —% 8,200 $506K $61.67 +8,200 NEW
15 WH —% 6,170 $501K $81.21 +6,170 NEW
16 CSR —% 6,390 $385K $60.19 +6,390 NEW

New Positions

SymbolValue% Port
JACK $899M 2.54%
FVR $828M 2.34%
COLD $514M 1.45%
AMH $510M 1.44%
DOC $509M 1.44%
SILA $489M 1.38%
IRT $486M 1.37%
PLYM $291M 0.82%
CSIQ $278M 0.78%
NMRK $221M 0.62%
WRE $170M 0.48%
ELS $506K —%
WH $501K —%
CSR $385K —%
View SEC EDGAR Filings for Arkhouse Management Co. LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms