§ 13F · FUND PROFILE
Arena Capital Advisors, LLC- CA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $69.2T (13F)Positions · 19Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$165.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PCG 4.25 12/01/27 | PG&E CORP | 40.70M | $41.9T | 25.4% | NEW |
| 2 | HLF 4.25 06/15/28 | HERBALIFE LTD | 33.05M | $35.8T | 21.7% | NEW |
| 3 | ALRM 2.25 06/01/29 | ALARM COM HLDGS INC | 26.60M | $25.4T | 15.4% | NEW |
| 4 | CSGS 3.875 09/15/28 | CSG SYS INTL INC | 20.43M | $24.2T | 14.6% | NEW |
| 5 | EVH 4.5 08/15/31 | EVOLENT HEALTH INC | 29.62M | $21.0T | 12.7% | NEW |
| 6 | UNIT | UNITI GROUP LLC | 1.17M | $8.2T | 5.0% | NEW |
| 7 | PL | PLANET LABS PBC | 154K | $3.0T | 1.8% | NEW |
| 8 | SPB 3.375 06/01/29 | SPECTRUM BRANDS INC | 2.68M | $2.5T | 1.5% | NEW |
| 9 | JEF | JEFFERIES FINL GROUP INC | 15K | $929.5B | 0.6% | NEW |
| 10 | HLF | HERBALIFE LTD | 71K | $914.0B | 0.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARENA SIGNAL
AC read
Arena Capital Advisors, LLC- CA is a Other fund managing $69161.4 trillion in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed