Arkhouse Management Co. LP
CIK 2021808 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- PPLI80.85%
- JACK2.44%
- FVR2.25%
- COLD1.40%
- AMH1.38%
- DOC1.38%
- ELS1.37%
- WH1.36%
- 1462805081.33%
- IRT1.32%
Share classes counted separately95.08%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PPLIWeight decreased · -18.35 pp99.20% → 80.85%Shares +113.23K (+16.54%)
- AKRWeight increased · +0.47 pp0.80% → 1.27%Shares +13.13K (+108.78%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PPLIPEOPLE INCCOM NEW View history and evidence | $29.78M | 80.85% | 797.67K shares | 99.20% → 80.85%-18.35 pp +113.23K (+16.54%) | Added | ↗▾ |
| 02 | JACKJACK IN THE BOX INC View history and evidence | $899.45K | 2.44% | 51.52K shares | Prior unavailable +51.52K | New | ↗▾ |
| 03 | FVRFRONTVIEW REIT INC View history and evidence | $827.82K | 2.25% | 68.98K shares | Prior unavailable +68.98K | New | ↗▾ |
| 04 | COLDAMERICOLD REALTY TRUST INC View history and evidence | $513.95K | 1.40% | 30.91K shares | Prior unavailable +30.91K | New | ↗▾ |
| 05 | AMHAMERICAN HOMES 4 RENT- ACL A View history and evidence | $509.85K | 1.38% | 14.13K shares | Prior unavailable +14.13K | New | ↗▾ |
| 06 | DOCHEALTHPEAK PROPERTIES INC View history and evidence | $509.10K | 1.38% | 29.07K shares | Prior unavailable +29.07K | New | ↗▾ |
| 07 | ELSEQUITY LIFESTYLE PROPERTIES View history and evidence | $505.69K | 1.37% | 8.20K shares | Prior unavailable +8.20K | New | ↗▾ |
| 08 | WHWYNDHAM HOTELS & RESORTS INC View history and evidence | $501.07K | 1.36% | 6.17K shares | Prior unavailable +6.17K | New | ↗▾ |
| 09 | 146280508SILA REALTY TRUST INCCOMMON STOCK View history and evidence | $488.55K | 1.33% | 20.64K shares | Prior unavailable +20.64K | New | ↗▾ |
| 10 | IRTINDEPENDENCE REALTY TRUST IN View history and evidence | $486.21K | 1.32% | 27.48K shares | Prior unavailable +27.48K | New | ↗▾ |
Options overlay 2
$977.61K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
COLDAMERICOLD REALTY TRUST INC View history and evidence | Call | 36.70K | $610.32K | +36.70K | ▾ |
ELMEELME COMMUNITIESSH BEN INT View history and evidence | Call | 23.10K | $367.29K | +23.10K | ▾ |
2 / 2 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2021808 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 37817584
}Take these holdings further.
This page includes 18 of 18 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.