StockDriftsStockDriftsTop 16 Arkhouse Management Co. Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAC | IAC INC | 76.03% | 800.1K | $27.3M | +0.30%(+2.39K) | $36.85(+8.81%) | 2025-09-30 | |
| CSR | CENTERSPACE | 3.17% | 19.3K | $1.1M | +201.86%(+12.90K) | $58.95(+14.01%) | 2025-09-30 | |
| FVR | FRONTVIEW REIT INC | 2.81% | 73.4K | $1.0M | +6.47%(+4.46K) | $11.83(+29.95%) | 2025-09-30 | |
| JACK | JACK IN THE BOX INC | 2.45% | 44.5K | $879K | -13.67%(-7.04K) | $22.54(-8.70%) | 2025-09-30 | |
| IRT | INDEPENDENCE RLTY TR INC | 2.1% | 45.9K | $753K | +67.12%(+18.45K) | $18.15(-3.46%) | 2025-09-30 | |
| AKR | ACADIA RLTY TR | 1.49% | 26.5K | $534K | +5.19%(+1.31K) | $20.80(+1.05%) | 2025-09-30 | |
| SILA | SILA REALTY TRUST INC | 1.45% | 20.6K | $518K | +0.00%(+0) | $24.89(-7.04%) | 2025-09-30 | |
| PKST | PEAKSTONE REALTY TRUST | 1.4% | 38.2K | $501K | new | $13.18(+9.74%) | 2025-09-30 | |
| CPT | CAMDEN PPTY TR | 1.39% | 4.7K | $498K | new | $109.93(-0.61%) | 2025-09-30 | |
| ELS | EQUITY LIFESTYLE PPTYS INC | 1.39% | 8.2K | $498K | +0.00%(+0) | $63.90(-4.23%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.24% |
Arkhouse Management Co. Lp reports $35.85M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are IAC (76.0%), CSR (3.2%) and FVR (2.8%). The top 20 holdings account for 100.02% of reported assets. Its disclosed equity book has returned +0.32% cumulatively over 3 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arkhouse Management Co. Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021808). View Arkhouse Management Co. Lp’s 13F filings on SEC