Arkhouse Management Co. LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Arkhouse Management Co. LP reported 16 stock positions worth $36.8 million. Its top holding was People (PPLI) at 80.8% of the portfolio, followed by Jack in the Box (JACK, 2.4%) and Frontview REIT (FVR, 2.2%). Compared with Q1 2025, it opened 14 new positions and added to 2. The biggest buy was a new position in Jack in the Box (JACK).
- Most Recent 13F
- Q3 2025
- Location
- New York, NY
- CIK
- 0002021808
- Portfolio Value
- $36.8M (Q2 2025)
- SEC Filing
- 0001172661-25-003344 ↗ filed Aug 14, 2025
Holdings Value
Holdings 16 stocks · $36.8M
| PPLI People Inc. filed as IAC INC | 80.85% | 797,670 | $29.8M | Add +16.5% |
| JACK Jack in the Box Inc. | 2.44% | 51,515 | $899K | New |
| FVR Frontview REIT Inc. | 2.25% | 68,985 | $828K | New |
| COLD Americold Realty Trust Inc. | 1.40% | 30,905 | $514K | New |
| AMH American Homes 4 Rent- A | 1.38% | 14,135 | $510K | New |
| DOC Healthpeak Properties Inc. | 1.38% | 29,075 | $509K | New |
| ELS Equity Lifestyle Properties | 1.37% | 8,200 | $506K | New |
| WH Wyndham Hotels & Resorts Inc. | 1.36% | 6,170 | $501K | New |
| SILA Sila Realty Trust Inc. | 1.33% | 20,640 | $489K | New |
| IRT Independence Realty Trust Inc. | 1.32% | 27,485 | $486K | New |
| AKR Acadia Realty Trust | 1.27% | 25,210 | $468K | Add +108.8% |
| CSR Centerspace | 1.04% | 6,390 | $385K | New |
| PLYM Plymouth Industrial REIT Inc. | 0.79% | 18,110 | $291K | New |
| CSIQ Canadian Solar Inc. | 0.76% | 25,200 | $278K | New |
| NMRK Newmark Group Inc. Class A | 0.60% | 18,201 | $221K | New |
| ELME Elme Communities | 0.46% | 10,712 | $170K | New |
Options reported separately and not counted above: COLD calls ($610K), ELME calls ($367K).
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| JACK Jack in the Box Inc. | New | 2.44% | +2.44 |
| FVR Frontview REIT Inc. | New | 2.25% | +2.25 |
| COLD Americold Realty Trust Inc. | New | 1.40% | +1.40 |
| AMH American Homes 4 Rent- A | New | 1.38% | +1.38 |
| DOC Healthpeak Properties Inc. | New | 1.38% | +1.38 |
| ELS Equity Lifestyle Properties | New | 1.37% | +1.37 |
| WH Wyndham Hotels & Resorts Inc. | New | 1.36% | +1.36 |
| SILA Sila Realty Trust Inc. | New | 1.33% | +1.33 |
| IRT Independence Realty Trust Inc. | New | 1.32% | +1.32 |
| CSR Centerspace | New | 1.04% | +1.04 |
| PLYM Plymouth Industrial REIT Inc. | New | 0.79% | +0.79 |
| CSIQ Canadian Solar Inc. | New | 0.76% | +0.76 |
| NMRK Newmark Group Inc. Class A | New | 0.60% | +0.60 |
| AKR Acadia Realty Trust | Add +108.8% | 1.27% | +0.47 |
| ELME Elme Communities | New | 0.46% | +0.46 |
| PPLI People Inc. | Add +16.5% | 80.85% | −18.35 |
Options Activity Q1 2025 → Q2 2025
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.