Arkhouse Management Co. LP
CIK: 0002021808SEC EDGAR →
Portfolio Value
$36.7B
Holdings
16
As of
Q3 2025
New Positions
3
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | IAC INC | 800,061 | $27.3B | 74.33% |
| 2 | CENTERSPACE | 19,289 | $1.1B | 3.10% |
| 3 | FRONTVIEW REIT INC | 73,449 | $1.0B | 2.75% |
| 4 | JACK IN THE BOX INC | 44,474 | $879.3M | 2.40% |
| 5 | COLDCall AMERICOLD REALTY TRUST INC | 67,605 | $827.5M | 2.26% |
| 6 | INDEPENDENCE RLTY TR INC | 45,932 | $752.8M | 2.05% |
| 7 | ELMECall ELME COMMUNITIES | 32,812 | $553.2M | 1.51% |
| 8 | ACADIA RLTY TR | 26,519 | $534.4M | 1.46% |
| 9 | SILA REALTY TRUST INC | 20,640 | $518.1M | 1.41% |
| 10 | PEAKSTONE REALTY TRUST | 38,206 | $501.3M | 1.37% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 2 | $27.7B | 75.6% |
| Real Estate | 11 | $7.3B | 19.9% |
| Consumer Cyclical | 2 | $1.4B | 3.7% |
| Technology | 1 | $288.9M | 0.8% |